Michael Burry again pulls the trigger: this time a huge short on Navios and Oracle

Michael Burry again pulls the trigger: this time a huge short on Navios and Oracle

Michael Burry continues to bet against some of the hottest names in the AI wave.

According to reports from the last few minutes, Burry opened significant short positions in two key stocks:

- Navios ($NBIS) - short at a price of $211.77 - the stock is reacting with declines of about 10%

- Oracle ($ORCL) - short at a price of $144.63 - the stock is without significant change

This move continues to align well with the approach Burry has been presenting recently:

While a large part of the market continues to chase AI stocks, he is specifically looking for places where, in his opinion, the valuation has strayed from reality.

Of course, it is important to remember that these are short positions, and not necessarily a forecast for an immediate collapse.

Burry is also known for being willing to wait a long time until his thesis materializes, and sometimes even incurs losses along the way.

In any case, his main message remains sharp and clear: when enthusiasm reaches an extreme, he prefers to be on the other side of the trade.

The market loves growth stories,

Burry loves to look for the price at which the story is already too expensive.