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Michael Burry, best known for ‘The Big Short,’ is betting on Microsoft (NASDAQ:MSFT).
Michael Burry has initiated a new long position in Microsoft after its 12% drop in 2026.
KEY POINTS
- Burry has opened bearish put option positions on Nvidia, QQQ, and SOXX expiring in 2027.
- Microsoft is expected to address its rapidly rising AI-related capex plans in upcoming earnings.
- Microsoft can monetize both OpenAI’s and Anthropic’s growth through its Azure cloud platform.
COMPANIES
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