Michael Burry believes the AI bubble 'may burst' sooner than he first believed
Published . Updated .
The famed short seller is switching to puts with expiries in June for his major tech short bets.
Directly affected
- No company is named in this report.
Indirectly affected
- SUPX SUPERX AI TECHNOLOGY LTD
GA selected SUPX as a RELATED security because its canonical security name directly matches this event's themes: technology, ai. This is an explainable DERIVED market relationship, not a claim that the security was named in the source article.
- ABAT AMERICAN BATTERY TECHNOLOGY
GA selected ABAT as a RELATED security because its canonical security name directly matches this event's themes: technology. This is an explainable DERIVED market relationship, not a claim that the security was named in the source article.
- ACM AECOM TECHNOLOGY CORP
GA selected ACM as a RELATED security because its canonical security name directly matches this event's themes: technology. This is an explainable DERIVED market relationship, not a claim that the security was named in the source article.
- AOSL ALPHA & OMEGA SEMICONDUCTOR LT SHS
GA selected AOSL as a RELATED security because its canonical security name directly matches this event's themes: semiconductor. This is an explainable DERIVED market relationship, not a claim that the security was named in the source article.
- BBAI BIGBEAR AI HLDGS INC
GA selected BBAI as a RELATED security because its canonical security name directly matches this event's themes: ai. This is an explainable DERIVED market relationship, not a claim that the security was named in the source article.
- CHAT Roundhill Generative AI & Tech
GA selected CHAT as a RELATED security because its canonical security name directly matches this event's themes: ai. This is an explainable DERIVED market relationship, not a claim that the security was named in the source article.
Price reaction, T-5 to T+3
The famed short seller is switching to puts with expiries in June for his major tech short bets.
Source: CNBC Top
Price since this story was published: SuperX AI Technology (SUPX)
Since the first closing price after “Michael Burry believes the AI bubble 'may burst' sooner than he first believed,” SuperX AI Technology (SUPX) is -2.82%. The S&P 500 fund (SPY) is +0.29% over the same days, a -3.11% difference versus the market.
Filings that name SuperX AI Technology (SUPX) around 28 Sep 2026
- Donald J Trump buy Aecom (ACM) ($1,001 - $15,000). That is 31 days before publication, inside 60 days. The filing is listed beside the story “Michael Burry believes the AI bubble 'may burst' sooner than he first believed.”
- Donald J Trump sell Aecom (ACM) ($1,001 - $15,000). That is 35 days before publication, inside 60 days. The filing is listed beside the story “Michael Burry believes the AI bubble 'may burst' sooner than he first believed.”
Public disclosure filings, not a recommendation. The filing link is the source document. News use of these reports still sits under 5 U.S.C. § 13107(c).
Who gains and who loses around SuperX AI Technology (SUPX)
Companies carried with this story
- SUPX SuperX AI Technology
For “Michael Burry believes the AI bubble 'may burst' sooner than he first believed,” SuperX AI Technology (SUPX) is linked, with no stored direction, medium confidence. Reason on file: GA selected SUPX as a RELATED security because its canonical security name directly matches this event's themes: technology, ai. This is an explainable DERIVED market relationship, not a claim that the security was named in the source article
- ABAT American Battery Technology
In “Michael Burry believes the AI bubble 'may burst' sooner than he first believed,” American Battery Technology (ABAT) is linked, with no stored direction, medium confidence. Reason on file: GA selected ABAT as a RELATED security because its canonical security name directly matches this event's themes: technology. This is an explainable DERIVED market relationship, not a claim that the security was named in the source article
- ACM Aecom
Aecom (ACM) is linked, with no stored direction, medium confidence in the 28 Sep 2026 story “Michael Burry believes the AI bubble 'may burst' sooner than he first believed.” Reason on file: GA selected ACM as a RELATED security because its canonical security name directly matches this event's themes: technology. This is an explainable DERIVED market relationship, not a claim that the security was named in the source article
- AOSL Alpha & Omega Semiconductor
In “Michael Burry believes the AI bubble 'may burst' sooner than he first believed,” Alpha & Omega Semiconductor (AOSL) is linked, with no stored direction, medium confidence. Reason on file: GA selected AOSL as a RELATED security because its canonical security name directly matches this event's themes: semiconductor. This is an explainable DERIVED market relationship, not a claim that the security was named in the source article
- BBAI BigBear.ai Holdings
For “Michael Burry believes the AI bubble 'may burst' sooner than he first believed,” BigBear.ai Holdings (BBAI) is linked, with no stored direction, medium confidence. Reason on file: GA selected BBAI as a RELATED security because its canonical security name directly matches this event's themes: ai. This is an explainable DERIVED market relationship, not a claim that the security was named in the source article
- CHAT Roundhill Generative AI & Tech
In “Michael Burry believes the AI bubble 'may burst' sooner than he first believed,” Roundhill Generative AI & Tech (CHAT) is linked, with no stored direction, medium confidence. Reason on file: GA selected CHAT as a RELATED security because its canonical security name directly matches this event's themes: ai. This is an explainable DERIVED market relationship, not a claim that the security was named in the source article
SuperX AI Technology (SUPX)
The 28 Sep 2026 story “Michael Burry believes the AI bubble 'may burst' sooner than he first believed” names SuperX AI Technology (SUPX) because of this story.
The link for SuperX AI Technology (SUPX) is this: GA selected SUPX as a RELATED security because its canonical security name directly matches this event's themes: technology, ai. This is an explainable DERIVED market relationship, not a claim that the security was named in the source article
A second company, American Battery Technology (ABAT), is listed for a different reason: GA selected ABAT as a RELATED security because its canonical security name directly matches this event's themes: technology. This is an explainable DERIVED market relationship, not a claim that the security was named in the source article
Dates in the story, and the SuperX AI Technology (SUPX) price range
ABAT traded between 1.42 and 2.42 across 20 sessions. The latest close on file is 1.44. ACM traded between 56.41 and 63.73 across 20 sessions. The latest close on file is 57.99. SUPX traded between 6.15 and 7.09 across 10 sessions. The latest close on file is 6.72.
How strong the case is around SuperX AI Technology (SUPX)
46 out of 100
“Michael Burry believes the AI bubble 'may burst' sooner than he first believed” scores 46 out of 100. The score uses 1 sources, and 6 linked companies.