Michael Burry discloses increased short positions in Micron, Nebius, Palantir, and SOXX
Investor Michael Burry disclosed that he expanded his short positions in Micron, Nebius, Palantir, and the iShares Semiconductor ETF, while also revealing additional purchases in several retail and consumer companies.
Investor Michael Burry disclosed that he added to his short positions in Micron, Nebius, and Palantir, according to posts shared on social media on September 22 and September 23, 2026. Accounts including unusual_whales and Bull Theory reported that Burry also enlarged his short position in the iShares Semiconductor ETF (SOXX), though an earlier report from StockMKTNewz did not mention SOXX.[1][2][3]
According to Bull Theory's account of Burry's Substack post, Burry stated that he increased these short positions "in some size." In the post, Burry cited comments from Acer CEO Jason Chen regarding building memory chip inventories and increasing market supply from Chinese manufacturers, writing, "Nevertheless, it aligns with what I believe to be true."[3]
In the same post, Burry also disclosed additional purchases in five companies: QXO, Build-A-Bear Workshop, Sprouts Farmers Market, Birkenstock, and MercadoLibre.[3]
Key facts
- Michael Burry disclosed in a Substack post that he added to his short positions in Micron, Nebius, and Palantir.
- Reports from unusual_whales and Bull Theory stated that Burry also shorted additional shares of the iShares Semiconductor ETF (SOXX), whereas a report from StockMKTNewz omitted SOXX.
- Burry described the additions to his short positions as being "in some size."
- Burry pointed to statements by Acer CEO Jason Chen about rising memory chip inventories and increasing supply from Chinese producers, adding, "Nevertheless, it aligns with what I believe to be true."
- Burry additionally disclosed purchases of QXO, Build-A-Bear Workshop, Sprouts Farmers Market, Birkenstock, and MercadoLibre.
Sources · 3 sources
- UW
unusual_whales@unusual_whalesPost on X ·
JUST IN: Michael Burry has said that he had shorted more more Micron $MU, Nebius, $NBIS, iShares Semiconductor. $SOXX, and Palantir, $PLTR.
Open source - EV
Evan@StockMKTNewzPost on X ·
Michael Burry disclosed today that he added to his short positions in Micron $MU, Nebius $NBIS, and Palantir $PLTR https://t.co/bXnWMcizJG
Open source - BT
Bull Theory@BullTheoryioPost on X ·
🚨MICHAEL BURRY IS DOUBLING DOWN ON HIS AI SHORTS "Big Short" investor Michael Burry disclosed in his latest Substack post that he is adding to several of his biggest bearish bets. Burry increased his short positions "in some size" in: 1. Micron 2. Nebius 3. SOXX 4. Palantir Burry also pointed to comments from Acer CEO Jason Chen, who said memory chip inventories are building while Chinese suppliers are flooding the market with more supply. Burry wrote,"Nevertheless, it aligns with what I believe to be true." Burry also disclosed additional purchases of: 1. QXO 2. Build-A-Bear Workshop 3. Sprouts Farmers Market 4. Birkenstock 5. MercadoLibre
Open source