The Zhitong Finance App learned that Michael Berry, who has the title of “Big Short,” has been posting pessimistic remarks about “the end is coming” on his Substack subscription platform, and is shorting popular AI technology stocks at a time when global capital continues to flock to the theme of AI computing power infrastructure. The prototype character in the movie “The Big Short” recently focused more on crowded transactions related to AI computing power infrastructure and AI semiconductor capital expenditure cycles. For example, Burry expressed bearish positions on Nvidia, Tesla, Micron, Applied Materials, and iShares semiconductor ETFs through put options or bears.

The Zhitong Finance App learned that Michael Berry, who has the title of “Big Short,” has been posting pessimistic remarks about “the end is coming” on his Substack subscription platform, and is shorting popular AI technology stocks at a time when global capital continues to flock to the theme of AI computing power infrastructure. The prototype character in the movie “The Big Short” recently focused more on crowded transactions related to AI computing power infrastructure and AI semiconductor capital expenditure cycles. For example, Burry expressed bearish positions on Nvidia, Tesla, Micron, Applied Materials, and iShares semiconductor ETFs through put options or bears.