On September 24, Michael Berry said that he had increased his short positions in Micron, Nebius, iShares Semiconductor ETF and Palantir, adding that the deal was “large.” Burry believes that part of the tight supply of traditional memory stems from manufacturers shifting production capacity to high-bandwidth memory required for AI. As “normal RAM” production capacity recovers and suppliers increase shipments, memory supply may improve and put pressure on prices. Bury also increased its holdings in stocks such as QXO, Build-A-Bear Workshop, Sprouts Farmers Market, BirkenStock, and MercadoLibre, and said that these holdings have now reached their full planned positions.

On September 24, Michael Berry said that he had increased his short positions in Micron, Nebius, iShares Semiconductor ETF and Palantir, adding that the deal was “large.” Burry believes that part of the tight supply of traditional memory stems from manufacturers shifting production capacity to high-bandwidth memory required for AI. As “normal RAM” production capacity recovers and suppliers increase shipments, memory supply may improve and put pressure on prices. Bury also increased its holdings in stocks such as QXO, Build-A-Bear Workshop, Sprouts Farmers Market, BirkenStock, and MercadoLibre, and said that these holdings have now reached their full planned positions.