Michael Burry Increases Short Positions in Semiconductors and Palantir

Key Facts

1Michael Burry disclosed a significant increase in his short positions against Micron, Palantir, and Nebius.

2Burry expanded his bearish bets on the semiconductor sector via the iShares Semiconductor ETF (SOXX).

Amid ongoing market optimism regarding the technology sector, Michael Burry has disclosed a significant increase in his short positions against Micron, Palantir, and Nebius. According to reports, Burry expanded his bearish bets on the semiconductor sector via the iShares Semiconductor ETF (SOXX). This move stems from Burry's doubts about the durability of the current semiconductor and AI boom, leading him to add to his short positions "in some size."

These maneuvers reflect Burry's outlook on the semiconductor industry, which faces challenges related to memory-chip supply and expanding Chinese production. Per market data, Micron (MU) closed at $1,096.16, while Palantir (PLTR) stood at $184.99 as of September 22, 2026. Additionally, the SOXX ETF recorded a level of $572.78 on the same date, placing Burry's bets in direct opposition to the current valuation of these AI-linked assets.

Traders should monitor MU's performance, which saw a day low of $1,030.02 (close September 22, 2026), as a sign of sector volatility. Looking at the economic calendar, there are no direct corporate catalysts scheduled for the immediate coming days; however, tracking liquidity and capital flows remains vital to assessing the progress of Burry's bearish strategy while major indexes continue to reach new highs.