# Michael Burry, the legendary investor best known for his bet against mortgage bonds ahead of the 2008 financial crisis, disclosed that he entered a new position in Microsoft (MSFT) stock.

*business · news · 2026-04-24 · Barchart*

## Key points

- Michael Burry has initiated a new position in Microsoft despite his previous tech sector skepticism.
- Burry believes AI disruption fears have caused market overcorrections for established software companies like Microsoft.
- He views Microsoft's entrenched enterprise role and cloud infrastructure as strong defenses against AI-driven upheaval.
- Burry's purchase suggests he sees Microsoft's discounted price as outweighing his prior concerns about hyperscaler accounting risks.
- AI-linked stocks now account for a record 45% of S&P 500 market capitalization, highlighting historic concentration risk.

**Companies:** Microsoft, PayPal, Adobe, MSCI, Meta
**Countries:** United States

[Read the full story on Barchart](https://www.barchart.com/story/news/1501878/michael-burry-takes-a-break-from-warning-on-hyperscalers-to-buy-microsoft-stock-signaling-shares-are-too-cheap-to-ignore)

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