Burry Adds Micron, Nebius Shorts, Says 'No Memory Shortage'

Famed short seller Michael Burry increased bearish bets on Micron and Nebius, publicly arguing there is no memory shortage and challenging the memory supercycle narrative. The remarks could deepen market disagreement over HBM and DRAM supply-demand outlook, pressuring sentiment on SK Hynix and peers in the short term, though the lack of hard data limits medium-term impact.

Impact assessments are model-generated from public coverage, for reference only and not investment advice.