Michael Burry Cites ‘Beginning of the End’ With New AI Short Bets

Michael Burry is taking short positions in several AI‑related equities, including Nvidia (NVDA), Applied Materials (AMAT), the semiconductor ETF SOXX, and Caterpillar, while also disclosing a new position in Tesla (TSLA). He describes the move as the “beginning of the end” for the AI rally.

Coverage highlights the breadth of his bets: Barron’s notes a short on the Dow’s hottest AI stock; Yahoo Finance lists NVDA, AMAT, and SOXX; CNBC reports a first‑time short on Caterpillar after its AI‑driven surge; the Wall Street Journal repeats his “beginning of the end” comment; TheStreet Pro and Electrek also detail the short strategy and the Tesla position. Watch for any additional disclosures from Burry, price reactions in the named stocks, and further commentary from market analysts as the short positions become public.