Fund Manager · investor
Michael Burry is an American investor and founder of Scion Asset Management. He is known for his contrarian investment positions, including his bet against the mid-2000s U.S. housing bubble, which was chronicled in the book and film The Big Short.
BEATS 8 of 10 · n=19 · measured 26.10.18
True end demand is ridiculously small. Almost all customers are funded by their dealers.Yes · said 25.11.23 on X · source
We are likely to see CPI lower, possibly negative in 2H 2023, and the US in recession by any definition.Yes · said 23.01.02 on X · source
| Outcome | Claim | Call · when | Source |
|---|---|---|---|
| — | The prior Bear Market Heroes analysis suggested that if this is 2000 all over again, today's broken stocks, down more than 20% off their highs, could be a decent haven through the bear market, even if it lasts years. resolves 28.10.23 |
bullish · 26.10.24 | Foundations: The Fate of the S&P 500’s Worst Stocks, the Y2K Analogue, and Time for Small Caps? |
| — | Ultimately, compression will do its deed and much of what is being spent on AI will end up as sunk cost, because human thought is far too redundant for what is being built. resolves 28.10.07 |
bearish · 26.10.08 | Short Thoughts: The AI Cloud Oligopoly, Stages of Grief & a Flashing Bear Market Indicator |
| — | Six stocks in the author's portfolio stand out as likely tax loss sale candidates and may not do well over the next couple of months. resolves 26.12.04 |
bearish · 26.10.05 | Trading Post October 5, 2026 |
| — | Burry anticipates a significant drop in GPU value as newer technologies emerge. resolves 27.10.01 |
bearish · 26.10.01 · NVDA | Michael Burry Warns Nvidia, AI Infrastructure Expansion Mirroring 1960s Computer Leasing Bubble |
| — | The market is near one of those moments again, implying a potential market peak is approaching as hyperscaler net investment peaks. resolves 28.09.25 |
bearish · 26.09.26 | Abridged - Capital Cycle IQ & Forensic Files on the Big 5 Hyperscalers (MSFT, AMZN, ORCL, META, GOOG) |
| — | Write-offs at the hyperscalers may come around 2028 or 2029, and the growth rate of their off-balance-sheet commitments is so eye-watering that even a relatively small write-off could have a bigger impact than can now be imagined. resolves 30.01.06 |
bearish · 26.09.24 | Capital Cycle IQ & the Forensic Files of the Big 5 Hyperscalers |
| — | The next few quarters will set still higher net investment/GDP marks, possibly even eclipsing the aftermath of the 2000 tech stock peak. resolves 27.03.23 |
bearish · 26.09.24 | Capital Cycle IQ & the Forensic Files of the Big 5 Hyperscalers |
| — | Acer faces pressure to raise PC prices every quarter and expects the prices of its products to increase 5% to 20% in the fourth quarter. resolves 26.12.21 |
bullish · 26.09.22 | Trading Post September 22, 2026 |
| — | Mainland Chinese memory makers, with massive capacity and low prices, are price disruptors; having released unlimited production capacity, they mean memory prices are no longer likely to keep rising through 2027 as the three major suppliers signal they will. resolves 27.03.21 |
bearish · 26.09.22 | Trading Post September 22, 2026 |
| — | The NASDAQ 100, historically overvalued and top-heavy, looks about to drag all that weight to a new all-time high. resolves 26.10.22 |
bullish · 26.09.22 | Trading Post September 22, 2026 |
| — | Michael Burry called Palantir an AI conspiracy, suggesting the stock is overvalued and likely to decline. resolves 27.09.06 |
bearish · 26.09.06 · PLTR | Palantir just won the Army and lost Michael Burry |
| — | Burry argues that excessive AI-driven leverage poses severe downside risk to high-momentum stocks including PLTR. resolves 26.11.06 |
bearish · 26.08.08 · PLTR | Is Michael Burry Wrong About Everything? |
| — | Michael Burry: Believes the intrinsic value of the business is well below the current $50 price level, prompting the use of put options to express a short position. resolves 27.02.22 |
bearish · 26.08.06 · PLTR | N0S Research Report: PLTR |
| — | Michael Burry's bearish thesis warns that a broader market bubble and cyclical semiconductor downturn could drive NVIDIA shares significantly lower over the next year. resolves 27.08.06 |
bearish · 26.08.06 · NVDA | Is NVIDIA Corporation (NVDA) A Good Stock To Buy Now? |
| — | Lululemon and DraftKings represent attractive entry points as their shares complete consolidation patterns following significant prior drawdowns. resolves 26.11.04 |
bullish · 26.08.06 | Michael Burry Expands Bets Against Nvidia, Micron— and Is Now Buying Lululemon and DraftKings |
