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Nauman Khan

Michael Burry Took a Bearish Bet Against Oracle. Here’s What It Means for ORCL Stock.

Oracle Michael Burry ORCL

Michael Burry is betting against Oracle (ORCL) stock again, and his warning goes straight to the heart of the company’s massive artificial intelligence (AI) infrastructure spending. The investor famous for predicting the 2008 housing crash has taken a new short position in Oracle around $145 per share. His concern is that AI infrastructure companies are taking on enormous financial obligations to build data centers before those investments generate enough cash.

Burry described Oracle as one of the “very fat, very large, easy to shoot” fish in the AI trade, pointing specifically to roughly $260 billion of future data-center lease commitments. That matters for ORCL stock because Oracle’s AI business is growing rapidly. The problem is that investors now have to decide whether that growth will generate enough cash to justify the capital required to achieve it.

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