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[🚨 Micron surged 18% yesterday… Michael Burry increased his short position anyway] Yesterday, Micron jumped more than 18% in a single day—from $739 the previous day to $874. The market heated up amid talk of Samsung’s earnings and a shortage of AI memory supply. Yet, even amid this surge, Michael Burry of “Big Short” further increased his short position. He first initiated his short near $1,052 in early July, added more at $933 on the 24th, and even increased his position again yesterday, around $880, as the stock surged. He still views Micron as “the most cyclical stock” out there. Historically, it has dropped more than 30% dozens of times, and he believes the current price has risen too far above the 200-day moving average. He also questions whether AI demand is genuine end-user demand—or merely inflated by speculative capital. Even after a 18% one-day jump, he didn’t cover his short. Instead, he added to it. This is a stark moment revealing the divide between those cheering the short-term rally and those waiting for the end of the cycle. Burry has once again bet against the market. Will he be right this time—or will he be wrong? All we can do is watch. Why do I… trust Burry more…? Once a scratch appears…

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