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Burry shifted from shorting Nvidia to buying puts, but his post-2008 record includes a $1.6 billion losing bet. The depreciation math tells a clearer story.
Famed “The Big Short” investor Michael Burry argues that temporary hardware shortages are masking rapid GPU depreciation and creating structural risks across tech and private credit sectors.
The contrarian investor revealed in a Substack post that he has purchased puts on the iShares Semiconductor ETF (SOXX), a popular exchange-traded fund tracking American semiconductor companies, and noted that it is a new position.