Burry Ramps Chip Shorts, Warns Nvidia Echoes Cisco
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- Michael Burry disclosed portfolio changes on Substack on Friday, adding to bearish bets on Nvidia (NVDA) and Micron (MU) while expanding select long holdings
- Burry warned in his Substack post that Nvidia echoes Cisco, invoking the dot-com-era comparison as part of his chip-sector short thesis
- Burry also holds long bets on Tesla (TSLA) and Palantir (PLTR) alongside his chip shorts, per the disclosure
Why it matters: Burry's public Substack warning that Nvidia echoes Cisco — coming from the investor who famously shorted the housing bubble — gives his chip bearish thesis high-profile credibility with retail followers, potentially amplifying pressure on NVDA and MU at a moment when AI-stock valuations are already under scrutiny.
