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

> **Open Intelligence Dossier** · First detected: 2026-07-02 09:07 UTC · Category: Business

## Executive Summary
Investor Michael Burry warns of a pull‑back, shorting top AI‑linked stocks and calling the rally’s “beginning of the end.”

## Intelligence Brief
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.

## Multi-Source Evidence Table
| Source Outlet | Headline | Verification URL |
|---|---|---|
| Barron's | Michael Burry Is Shorting the Dow’s Hottest AI Stock | [Source Link](https://news.google.com/rss/articles/CBMihgFBVV95cUxQMFN3QzhheUE1WXhWQW9uRG1lTVo3d3hoZDlyRDZQdWpWX2JVa0JTNGtEWVlwWm5vcFZuUzNzUGlGaTdZMXhIQXNZQzByQlRSZGFtVjFwUjRzUDdtVTZQZzVlaDlMejNnbXg0a2hmNHo4cnNBNlJuS3JvSjJKV2p6NktLR29Cdw?oc=5) |
| Yahoo Finance | Michael Burry Is Short NVDA, AMAT, SOXX — Sees Big Korea Chip Spending As ‘Beginning Of The End’ | [Source Link](https://news.google.com/rss/articles/CBMimgFBVV95cUxPRlhGM2IzWlMteWQzZnZWUUVvYktYbWVRTUhYYXRzZm04SnNZNWNURlFOVXJnZ01yT09OVGZJQWUwdVJsOHZVS0ljM2FYRzR2QkZtYUFtOUQwSjQwV0lYWG55d3VuUG1pSlpLT3g0Ui1WLVRYMEVRTkI1MldNYnVmci1yQnAyUlh1eFF6U0RIRHozdk0tbHdITWFB?oc=5) |
| WSJ | 💬 Money Quote: Burry’s Big Short Gets Bigger | [Source Link](https://news.google.com/rss/articles/CBMi2gFBVV95cUxPa25MQVF6VndrUDVmaVZvb3h4a3VvNzIyanRTdGd5WU9LaWg5c2pycy1pT3VUNlVucGNRNHFpLWM3ODE2VFRqVHZBYzQ3RUU5SjI2S2lQbUw3cENNMGp6YWktVWNra3dXTG56SDdHMF93Zzh5UmlWLUNkajEyT05yeExjTVZxMTkwY0R4QUprNUZGc1l3SDBJUDBBTWhIc1phdFoxc09DZDBicDhISW1Zc3VteTltNG5aQW9fV2w1UXpNc2lFSEhSbjBWS0NNalUwUkpublBBM2lDUQ?oc=5) |
| CNBC | Michael Burry says he's shorting Caterpillar for the first time after it nearly doubled in the AI-driven rally of 2026 | [Source Link](https://news.google.com/rss/articles/CBMiqAFBVV95cUxOcnl6cXZ3b0cxZEJFTFJSNW9ySGpXalVsZldLbGJzQmF0aWRDQXNIdWd1V2l5Mk9rdVVjcnFUNVdwUE80bEhKLWs3T0k3VkJuemxyc2c3TTJ5bWlicDQyeFI0R09GcmNzVU5yQUFBbWR5aTFuM0lqTjdhUWR0ZE1hRVBsVV95LXFsMTJwZndHcjdkTThXS3JrSTh3WVhJVk9TVHFNT2h0UWLSAa4BQVVfeXFMUExNcjJHZDZQbHVuUllfdnhqUl9wZUQyejNJWTVaS0VZeWw1LXBFbGU3aXVSU0ZxM1lqUG9nLTYtZjFKbF8zT1NadHo0YnRwcnM4cFpLaEhfLU5SQ0ZNeXBFajM0aVN0M3I0eUFDNTdkZV9SaWx5NHZXODM5NV9lazlvQWxnR0R1a2d3X2VVWWQ4WWs3U1NTMmZ4TFRfUC1vRXl5X1pHNkVycFl) |
| WSJ | Michael Burry Cites ‘Beginning of the End’ With New AI Short Bets | [Source Link](https://news.google.com/rss/articles/CBMiqwFBVV95cUxPemZIYVhpSU5nRGt1N242RU5xTjhUcjlsazAxM0dKMUp1RWJCWXItdHlRYVE0bzcxLTM3akh0MmxYRTZuV2oyNnl6UWVaN1BjSmJob0d2di1sUWQzLXB3aEk5bHRnLWJjLWppSExyS3hDS3VmRWtWNlhrZVd6bXZVOUg4TG8xM1dHYU11X3EtX2dTUUhJMVBGSktHTkVNYU1YWWtZMTIwX1A5UVU?oc=5) |
| TheStreet Pro | ‘Big Short’ Michael Burry Shorts the AI Trade | [Source Link](https://news.google.com/rss/articles/CBMikAFBVV95cUxNcW5qQU5TaGdtVFdFMEpsOHB2eVB2NnZkTENia21GYWRlVHY3dnNxYzJGOEZPVzloeG5fdU1ya1dqaXRCZ19RdVRiUnA2QjZXTXJxX1A5OWxmcGR1MjdxUDhUNlBXOWlKdjJ2SXVUTVVrbzFJNmJxWkJiVXFNN3pCOXZnbW5ralp1b0dlQ19xa0U?oc=5) |
| Electrek | Big Short’s Michael Burry discloses new Tesla (TSLA) position | [Source Link](https://news.google.com/rss/articles/CBMibkFVX3lxTE1KNVZEMHVGVUU5ekQ2clk2NUw4b1JpRnpzYU5Sa1R2UUtTVnBXdnBBdFcxQmFFMFJRY0xTUHMtTHpWc2xmUU50UWV1cjZvUTZxRUprOFpSb042cVNUNFd0ODJuakdHb2VNRExzb1FB?oc=5) |

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*Canonical Source: https://pulse.byoviral.com/trend/2026-07-02/michael-burry-cites-beginning-of-the-end-with-new-ai-short-bets*