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Michael Burry Targets Oracle, Nvidia with Bearish Bets

1/10/2026

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Summary

Story summary

Michael Burry, investor, buys put options against Oracle Corp, criticizing its cloud push and debt.
He argues in a Substack post that Oracle's investments may reflect ego and risk.
Oracle briefly rose on a positive cloud forecast, then ended the year 40% below its peak.
Burry says he would short OpenAI at a $500 billion valuation and targets Nvidia for bearish bets.

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Story summary

Michael Burry, investor, buys put options against Oracle Corp, criticizing its cloud push and debt.
He argues in a Substack post that Oracle's investments may reflect ego and risk.
Oracle briefly rose on a positive cloud forecast, then ended the year 40% below its peak.
Burry says he would short OpenAI at a $500 billion valuation and targets Nvidia for bearish bets.