Of late, Micheal Burry has been skeptical on the developments in the technology sector. Recently, Burry disclosed short positions in Oracle (ORCL) and Nebius Group (NBIS) citing “rising leverage risks linked to off-balance-sheet commitments across the technology and cloud sectors.”
Further, Burry also critiqued Nvidia Corporation's (NVDA) $500 billion infrastructure financing deal and “complex web of private credit and asset-backed securities” that preceded the financial crisis of 2008-09.