🚨 Michael Burry strengthens his bearish bets against artificial intelligence. The manager made famous by The Big Short has simultaneously increased four short positions. Strengthened bearish bets: - Micron $MU - Nebius $NBIS - Palantir $PLTR - Semiconductor ETF $SOXX On the buying side, the logic is the opposite, focusing on household-oriented portfolios. Burry has increased positions in QXO for building materials distribution, Build-A-Bear $BBW for specialty retail, Sprouts Farmers Market $SFM for grocery, German footwear company Birkenstock $BIRK, and MercadoLibre $MELI for Latin American e-commerce. On his Substack, he writes that the prices offered by the market appear quite attractive.