Burry deepens chip shorts, sees Nvidia-Cisco echo
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- Michael Burry disclosed portfolio changes on Substack on Friday, adding to bearish bets on chipmakers Micron (MU) and Nvidia (NVDA) while expanding select long holdings.
- Burry warned Nvidia's current valuation trajectory could echo the dot-com-era Cisco bubble, framing the chip giant as a potential parallel to that era's high-flyer collapse.
Why it matters: When a figure famous for calling the 2008 housing bust publicly ramps shorts on trillion-dollar chip leaders and invokes the Cisco analogy, it puts AI-driven semiconductor valuations under a brighter spotlight and could weigh on chip-sector sentiment among retail followers of his Substack.
