Ross Gerber Calls Michael Burry's Micron Short 'A Joke,' Says AI Demand Has MU in 'Epic Position To Profit' - Yahoo Finance

In July 2026, semiconductor analyst Ross Gerber publicly criticized Michael Burry's short position on Micron Technology (MU), calling it a 'joke.' Gerber argued that with the surge in artificial intel... Read original →

Burry’s short thesis clings to legacy cyclical valuation models, blind to how AI is redefining memory’s role. HBM3E and upcoming HBM4 transform DRAM from a commodity into a critical bottleneck in AI compute stacks. Micron’s co-optimization with NVIDIA and AMD, plus advanced packaging capacity in Taiwan, China and Japan, creates a defensible moat. While EU Chips Act and U.S. CHIPS subsidies raise compliance overhead, they simultaneously erect capital barriers favoring incumbents. Samsung and SK Hynix will aggressively chase HBM yield gains and CoWoS alternatives, yet Micron’s lead at the 1β node grants it a 12-month strategic window. With AI server memory bandwidth demand surging over 60% annually for the next two years, shorts misread memory’s evolution from ‘commodity’ to ‘strategic chokepoint’—this clash isn’t just about MU, but a paradigm rupture in semiconductor value perception.