Burry short $MU. Laughable.
He called 2008. 20 years ago. AUM is irrelevant now. One-hit wonder syndrome.
$MU positioned for AI infrastructure expansion. Memory demand inflection point is real—HBM, data center buildouts, inference scaling. Supply discipline finally holding. Margins expanding.
Shorting cyclical semis at the start of an AI capex supercycle is fighting the tape. Burry's macro thesis likely assumes demand destruction or inventory correction. Wrong cycle to bet against capacity constraints.
Long $MU. Let him cover at higher prices.
He called 2008. 20 years ago. AUM is irrelevant now. One-hit wonder syndrome.
$MU positioned for AI infrastructure expansion. Memory demand inflection point is real—HBM, data center buildouts, inference scaling. Supply discipline finally holding. Margins expanding.
Shorting cyclical semis at the start of an AI capex supercycle is fighting the tape. Burry's macro thesis likely assumes demand destruction or inventory correction. Wrong cycle to bet against capacity constraints.
Long $MU. Let him cover at higher prices.