Michael Burry- Position right now!

General
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Came across this post where it looks like Michael Burry is short on NVIDIA !!!

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  • Taiwan produces over 60% of global chips and 90%+ of advanced ones, mainly through TSMC.
  • Any conflict or blockade around Taiwan could disrupt the global tech supply chain.
  • Companies like Nvidia, Alibaba, and Baidu depend heavily on Taiwan-made chips.
  • Chinese tech firms already face U.S. sanctions — a Taiwan crisis would hit them harder.

Is Michael Burry, known for spotting big risks before others do, betting that the market is ignoring ?

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He has predicted 20 of the last 2 recessions. Michael Burry is a very pessimistic investor. He did also come up with a thesis on the index fund bubble and shorted the S&P500 a few years ago. Not everything he does is going to be like 2008. Be careful.