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Here's why those companies could be among the first to experience the pain of the AI bubble popping.
Jim Cramer and Michael Burry rarely agree on anything, but their clash over Micron has turned into a very public, very high-stakes argument about whether the AI bubble pops before June 2027.
Two of the most-watched names in retail investing are on opposite sides of Micron Technology (NASDAQ:MU) this week. Michael Burry told readers on September 28, 2026 that put options had replaced his short positions. His Micron puts expire in June 2027 at a strike of roughly $500. Jim Cramer took the other side on two…