{"id":119911,"date":"2026-07-27T10:27:11","date_gmt":"2026-07-27T10:27:11","guid":{"rendered":"https:\/\/www.europesays.com\/ai\/119911\/"},"modified":"2026-07-27T10:27:11","modified_gmt":"2026-07-27T10:27:11","slug":"big-short-trader-michael-burrys-rising-bearish-ai-positions-test-chinas-stock-support","status":"publish","type":"post","link":"https:\/\/www.europesays.com\/ai\/119911\/","title":{"rendered":"Big Short trader Michael Burry\u2019s rising bearish AI positions test China\u2019s stock support"},"content":{"rendered":"<p>Burry, famed for his prescient short against the US property market before the 2008 global financial crisis, expanded positions against <a target=\"_self\" class=\"e1yy41x40 ef9u0v01 css-1ankfgb ecgc78b0\" href=\"https:\/\/www.scmp.com\/news\/us\/diplomacy\/article\/3361813\/nvidia-palantir-meta-warn-against-premature-restrictions-open-weight-models?module=inline&amp;pgtype=article\" title=\"\" data-qa=\"BaseLink-renderAnchor-StyledAnchor\" rel=\"nofollow noopener\">Nvidia<\/a>, Micron Technology and an exchange-traded fund tracking the Philadelphia Semiconductor Index.<\/p>\n<p datatype=\"p\" data-qa=\"Component-Component\" class=\"e8zc9q40 css-1c6uqr6 ec74h0k1\">Moody\u2019s cautioned last week that heavy capital spending was eroding cash flows at US hyperscalers including Microsoft and Amazon.com.<\/p>\n<p>The moves risk further dampening sentiment in the <a target=\"_self\" class=\"e1yy41x40 ef9u0v01 css-1ankfgb ecgc78b0\" href=\"https:\/\/www.scmp.com\/business\/china-business\/article\/3361544\/chinas-star-fund-manager-dumps-long-held-consumer-bets-pivot-ai-trade?module=inline&amp;pgtype=article\" title=\"\" data-qa=\"BaseLink-renderAnchor-StyledAnchor\" rel=\"nofollow noopener\">global AI trade<\/a> and may counter Beijing\u2019s efforts to shore up onshore equities with direct state buying.<\/p>\n<p datatype=\"p\" data-qa=\"Component-Component\" class=\"e8zc9q40 css-1c6uqr6 ec74h0k1\">The global AI trade, alongside a bull run on Chinese technology stocks, has faltered amid doubts over whether data-centre and cloud spending will translate into real cash flows and justify stretched equity valuations.<\/p>\n<p datatype=\"p\" data-qa=\"Component-Component\" class=\"e8zc9q40 css-1c6uqr6 ec74h0k1\">\u201cI believe much of current and future demand is not driven by end customers, end demand,\u201d said Burry in a post on Substack. The high-profile investor was featured prominently in the 2010 nonfiction book The Big Short, as well as its 2015 film adaptation.<\/p>\n<p datatype=\"p\" data-qa=\"Component-Component\" class=\"e8zc9q40 css-1c6uqr6 ec74h0k1\">\u201cMuch and possibly most is financed, off-balance sheet and not lit. Future revenues are majority financed in a circular arrangement, per the 2026 BIS [Bank for International Settlements] annual report.\u201d<\/p>\n","protected":false},"excerpt":{"rendered":"Burry, famed for his prescient short against the US property market before the 2008 global financial crisis, expanded&hellip;\n","protected":false},"author":2,"featured_media":119912,"comment_status":"","ping_status":"","sticky":false,"template":"","format":"standard","meta":{"footnotes":""},"categories":[2],"tags":[24,25,60837,35842,1328],"class_list":["post-119911","post","type-post","status-publish","format-standard","has-post-thumbnail","category-ai","tag-ai","tag-artificial-intelligence","tag-bearish-bets","tag-china-stocks","tag-michael-burry"],"_links":{"self":[{"href":"https:\/\/www.europesays.com\/ai\/wp-json\/wp\/v2\/posts\/119911","targetHints":{"allow":["GET"]}}],"collection":[{"href":"https:\/\/www.europesays.com\/ai\/wp-json\/wp\/v2\/posts"}],"about":[{"href":"https:\/\/www.europesays.com\/ai\/wp-json\/wp\/v2\/types\/post"}],"author":[{"embeddable":true,"href":"https:\/\/www.europesays.com\/ai\/wp-json\/wp\/v2\/users\/2"}],"replies":[{"embeddable":true,"href":"https:\/\/www.europesays.com\/ai\/wp-json\/wp\/v2\/comments?post=119911"}],"version-history":[{"count":0,"href":"https:\/\/www.europesays.com\/ai\/wp-json\/wp\/v2\/posts\/119911\/revisions"}],"wp:featuredmedia":[{"embeddable":true,"href":"https:\/\/www.europesays.com\/ai\/wp-json\/wp\/v2\/media\/119912"}],"wp:attachment":[{"href":"https:\/\/www.europesays.com\/ai\/wp-json\/wp\/v2\/media?parent=119911"}],"wp:term":[{"taxonomy":"category","embeddable":true,"href":"https:\/\/www.europesays.com\/ai\/wp-json\/wp\/v2\/categories?post=119911"},{"taxonomy":"post_tag","embeddable":true,"href":"https:\/\/www.europesays.com\/ai\/wp-json\/wp\/v2\/tags?post=119911"}],"curies":[{"name":"wp","href":"https:\/\/api.w.org\/{rel}","templated":true}]}}