'Big Short' Investor Michael Burry Reveals Tesla, Nvidia Shorts, Says Chip Boom Is 'Beginning of the End' - Benzinga

Prominent short investor Michael Burry has revealed his short positions on Tesla and NVIDIA, sparking significant market attention. Burry believes the current semiconductor industry boom may signal th... Read original →

Michael Burry’s short positions on Tesla and NVIDIA represent a contrarian bet against the AI-fueled semiconductor euphoria. Technically, a capital pullback from advanced nodes could stall HBM and CoWoS packaging ecosystems, impacting TSMC (Taiwan, China) and equipment suppliers. Regulatory pressures—from U.S. export controls to the EU Chips Act’s subsidy strings—have already inflated supply chain redundancy costs. In response, AMD and Intel may accelerate datacenter GPU share grabs and push chiplet designs to reduce reliance on leading-edge nodes. Over the next 12–24 months, expect a valuation reset: highly leveraged second-tier foundries will face distress first, while vertically integrated players with real end-demand will endure. The current boom masks deteriorating inventory turns and dangerous customer concentration—warning signs that the gap between AI hype and actual orders is widening.