# Michael Burry Cites ‘Beginning of the End’ With New AI Short Bets

> **Newsylist Open Intelligence Dossier** · First detected: 2026-07-02 06:51 UTC · Category: Business · Sources: 5 · Current Velocity: 3.35

## Executive Summary
Michael Burry is shorting AI-related stocks, citing 'beginning of the end'

## Intelligence Brief
Michael Burry is taking short positions in AI-related stocks, including NVDA, AMAT, and Caterpillar. Coverage from Barron's, Yahoo Finance, WSJ, and CNBC emphasizes Burry's new short bets.


According to coverage, Burry's short positions have gotten bigger, with Caterpillar being shorted for the first time after its AI-driven rally.

## Verified Facts & Key Claims
### Which stocks is Michael Burry shorting?
NVDA, AMAT, Caterpillar, and SOXX

### What does Michael Burry cite with his new AI short bets?
'Beginning of the end'

### Has Michael Burry shorted Caterpillar before?
No, this is his first time shorting Caterpillar

## Key People, Organizations & Locations
Michael Burry, Money Quote, Michael Burry Cites, With New AI Short Bets, Michael Burry Is Shorting, Hottest AI Stock, Michael Burry Is Short NVDA AMAT SOXX, Big Short Gets Bigger

## Multi-Source Evidence Table
| Source Outlet | Headline | Published (UTC) | Verification URL |
|---|---|---|---|
| Barron's | Michael Burry Is Shorting the Dow’s Hottest AI Stock | 2026-07-01 18:24 | [Source Link](https://news.google.com/rss/articles/CBMihgFBVV95cUxQMFN3QzhheUE1WXhWQW9uRG1lTVo3d3hoZDlyRDZQdWpWX2JVa0JTNGtEWVlwWm5vcFZuUzNzUGlGaTdZMXhIQXNZQzByQlRSZGFtVjFwUjRzUDdtVTZQZzVlaDlMejNnbXg0a2hmNHo4cnNBNlJuS3JvSjJKV2p6NktLR29Cdw?oc=5) |
| Yahoo Finance | Michael Burry Is Short NVDA, AMAT, SOXX | 2026-07-01 18:24 | [Source Link](https://news.google.com/rss/articles/CBMimgFBVV95cUxPRlhGM2IzWlMteWQzZnZWUUVvYktYbWVRTUhYYXRzZm04SnNZNWNURlFOVXJnZ01yT09OVGZJQWUwdVJsOHZVS0ljM2FYRzR2QkZtYUFtOUQwSjQwV0lYWG55d3VuUG1pSlpLT3g0Ui1WLVRYMEVRTkI1MldNYnVmci1yQnAyUlh1eFF6U0RIRHozdk0tbHdITWFB?oc=5) |
| WSJ | 💬 Money Quote: Burry’s Big Short Gets Bigger | 2026-07-01 18:24 | [Source Link](https://news.google.com/rss/articles/CBMi2gFBVV95cUxPa25MQVF6VndrUDVmaVZvb3h4a3VvNzIyanRTdGd5WU9LaWg5c2pycy1pT3VUNlVucGNRNHFpLWM3ODE2VFRqVHZBYzQ3RUU5SjI2S2lQbUw3cENNMGp6YWktVWNra3dXTG56SDdHMF93Zzh5UmlWLUNkajEyT05yeExjTVZxMTkwY0R4QUprNUZGc1l3SDBJUDBBTWhIc1phdFoxc09DZDBicDhISW1Zc3VteTltNG5aQW9fV2w1UXpNc2lFSEhSbjBWS0NNalUwUkpublBBM2lDUQ?oc=5) |
| CNBC | Michael Burry says he's shorting Caterpillar for the first time after it nearly doubled in the AI-driven rally of 2026 | 2026-07-01 18:24 | [Source Link](https://news.google.com/rss/articles/CBMiqAFBVV95cUxOcnl6cXZ3b0cxZEJFTFJSNW9ySGpXalVsZldLbGJzQmF0aWRDQXNIdWd1V2l5Mk9rdVVjcnFUNVdwUE80bEhKLWs3T0k3VkJuemxyc2c3TTJ5bWlicDQyeFI0R09GcmNzVU5yQUFBbWR5aTFuM0lqTjdhUWR0ZE1hRVBsVV95LXFsMTJwZndHcjdkTThXS3JrSTh3WVhJVk9TVHFNT2h0UWLSAa4BQVVfeXFMUExNcjJHZDZQbHVuUllfdnhqUl9wZUQyejNJWTVaS0VZeWw1LXBFbGU3aXVSU0ZxM1lqUG9nLTYtZjFKbF8zT1NadHo0YnRwcnM4cFpLaEhfLU5SQ0ZNeXBFajM0aVN0M3I0eUFDNTdkZV9SaWx5NHZXODM5NV9lazlvQWxnR0R1a2d3X2VVWWQ4WWs3U1NTMmZ4TFRfUC1vRXl5X1pHNkVycFl) |
| WSJ | Michael Burry Cites ‘Beginning of the End’ With New AI Short Bets | 2026-07-01 18:24 | [Source Link](https://news.google.com/rss/articles/CBMiqwFBVV95cUxPemZIYVhpSU5nRGt1N242RU5xTjhUcjlsazAxM0dKMUp1RWJCWXItdHlRYVE0bzcxLTM3akh0MmxYRTZuV2oyNnl6UWVaN1BjSmJob0d2di1sUWQzLXB3aEk5bHRnLWJjLWppSExyS3hDS3VmRWtWNlhrZVd6bXZVOUg4TG8xM1dHYU11X3EtX2dTUUhJMVBGSktHTkVNYU1YWWtZMTIwX1A5UVU?oc=5) |
| Electrek | Big Short’s Michael Burry discloses new Tesla (TSLA) position | 2026-07-01 18:24 | [Source Link](https://news.google.com/rss/articles/CBMibkFVX3lxTE1KNVZEMHVGVUU5ekQ2clk2NUw4b1JpRnpzYU5Sa1R2UUtTVnBXdnBBdFcxQmFFMFJRY0xTUHMtTHpWc2xmUU50UWV1cjZvUTZxRUprOFpSb042cVNUNFd0ODJuakdHb2VNRExzb1FB?oc=5) |

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*Canonical Source: https://www.newsylist.com/trend/2026-07-02/michael-burry-cites-beginning-of-the-end-with-new-ai-short-bets*
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