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Jabran Kundi

Michael Burry Sees a Government-Backed AI Boom. A Memory-Style Rally Could Be Around the Corner.

Michael Burry SOXX Memory Semiconductor Nvidia AMD ETF Micron Intel Corporation Oracle

Michael Burry is betting against parts of the AI trade, but his latest comments make an unexpectedly bullish case. Washington has too much at stake to let the buildout fail. Speaking in a recent Substack chat, the “Big Short” investors said the Trump administration recognizes that the AI narrative and buildout are “the only thing keeping this economy going.” He added, “They cannot afford to let it fall,” while also questioning what policymakers could realistically do to prevent a downturn.

Why This Hits SOXX Holders?

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