/Oracle%20Corp_%20logo%20on%20phone%20and%20stock%20data-by%20Rokas%20Tenys%20via%20Shutterstock.jpg)
Legendary investor Michael Burry is once again grabbing Wall Street’s attention—this time by turning bearish on Oracle (ORCL). Known for his prescient bet against the U.S. housing market ahead of the financial crisis, Burry has built a reputation for identifying risks that many investors overlook. So when he reveals a new bearish position in a mega-cap technology name, the market tends to take notice.
Oracle has been one of the standout beneficiaries of the artificial intelligence (AI) boom, with its aggressive push into AI data centers driving sharp gains last year. The company’s massive backlog and deepening ties to key AI customers have fueled a bullish narrative that Oracle is positioning itself as a critical backbone of the AI economy. But beneath the surface, that growth story comes with rising leverage, heavy capital spending, and execution risks that are increasingly difficult to ignore.
