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Michael Burry investing concept contrasts AI and semiconductor shorts with beaten-down value stocks, 2027 puts and his post-Scion strategy.

🎸 Michael Burry After Scion: His AI Short, 2027 Puts & New Value Picks 🐻📊

Michael Burry has moved beyond Scion Asset Management—but certainly not beyond contrarian investing. The Big Short investor is challenging the AI and semiconductor boom while simultaneously buying beaten-down companies including MercadoLibre, Birkenstock, Sprouts, QXO and Build-A-Bear. We examine his long-dated put strategy, current value picks, legendary research process—and the timing risk behind the Cassandra mystique.

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