#MichaelBurry Boosts AI Shorts and Adds Consumer Longs — Sep 23, 2026 🔹 In a September 22 portfolio update, Michael Burry increased short positions in AI-linked names including Micron $MU, Nebius $NBIS, the iShares Semiconductor ETF $SOXX and Palantir $PLTR. 🔹 He also enlarged long positions in consumer companies including Build-A-Bear Workshop $BBW, Sprouts Farmers Market $SFM, Birkenstock $BIRK, QXO $QXO and MercadoLibre $MELI. 🔹 Burry called the positions full-sized and attractive at current levels. 🔹 The shift underscores his skepticism toward AI valuations even as some targets still post strong revenue growth. 🔹 He said he would consider covering shorts if prices hit new highs. #MichaelBurry #ScionCapital #AIStocks #Palantir #PLTR #Micron #MU #Nebius #NBIS #SOXX #MercadoLibre #MELI #EquityUpdate #MarketTrends