<\/p>\n
Everyone knows the clearance-rack dilemma. The markdown looks like a steal, yet the empty aisle makes you wonder what others know that you don’t.<\/p>\n
In a Substack post on Tuesday, Sept. 22, 2026, “Big Short” investor Michael Burry said he added “in some size” to four short bets, Seeking Alpha reported. <\/p>\n
They target Micron Technology (MU), Nebius Group (NBIS), Palantir Technologies (PLTR), and the iShares Semiconductor ETF (SOXX).<\/p>\n
In the same post, he bought more of five stocks sitting 29% to 65% below their 52-week highs. He is shopping the empty aisle while shorting the crowded one.<\/p>\n
The 5 stocks Burry now calls full positions<\/p>\n
The five stocks Burry highlighted include QXO (QXO), Build-A-Bear Workshop (BBW), Sprouts Farmers Market (SFM), Birkenstock Holding (BIRK), and MercadoLibre (MELI). Burry said all had “corrected tremendously” and are now full positions, according to Seeking Alpha.<\/p>\n
Here is where each closed on Wednesday, Sept. 23, 2026.<\/p>\n
Down 56% from its $27.61 high, building-products distributor QXO closed at $12.28, near its $11.14 low, and its 18 analysts rate it Strong Buy with a $29.11 target, according to Stock Analysis.<\/p>\n
Down 65% from its $74.38 high, stuffed-animal retailer Build-A-Bear closed at $25.96, according to MacroTrends, after an August outlook cut, Reuters reported. It sits near its $24.15 low, with four analysts rating it Strong Buy at a $43 target, Stock Analysis confirmed.<\/p>\n
Down 45% from its $119.98 high, natural grocer Sprouts closed at $66.07, near its $64.75 low, and its 16 analysts rate it Buy with a $95 target, according to Stock Analysis.<\/p>\n
Down 38% from its $50.73 high, sandal maker Birkenstock closed at $31.68 on Tuesday, Sept. 22, 2026, near its $29.93 low, and its 23 analysts rate it Buy with a $51.19 target, Stock Analysis noted.<\/p>\n
Down 29% from its $2,548.50 high, Latin American e-commerce leader MercadoLibre closed at $1,799.24, above its $1,495 low, and its 24 analysts rate it Buy with a $2,264.88 target, Stock Analysis indicated.<\/p>\n
Wall Street agrees with Burry here. All five carry Buy or Strong Buy ratings from analysts polled by S&P Global, with targets implying 26% to 137% upside, according to Stock Analysis.<\/p>\n
Prices kept sliding anyway, with QXO and Sprouts each down nearly 4% the next day, based on the same data.<\/p>\n
While Burry is doubling down on these beaten-down value plays, his strategy tells a two-sided story. On the other side of the ledger, he is taking aggressive short positions against the market’s high-flying AI and tech darlings.<\/p>\n
Michael Burry added to shorts in Micron, Nebius, Palantir, and SOXX while buying five stocks trading 29% to 65% below their 52-week highs.<\/p>\n
Bloomberg \/ Getty Images<\/p>\n
Why a PC maker’s warning matters to Micron bulls<\/p>\n
Burry’s chip case leans on Jason Chen, CEO of Acer Inc., which buys memory rather than sells it.<\/p>\n
Chen said memory is tight only in the most advanced DDR5 chips, DigiTimes reported, and accused suppliers of hyping shortage fears to protect margins.<\/p>\n
More Michael Burry:<\/p>\n
Michael Burry sends stark warning on AI hyperscalers<\/p>\n
Michael Burry returns to a difficult corner of Wall Street<\/p>\n
Michael Burry reveals his verdict on the ongoing AI bubble<\/p>\n
Stock Analysis values Micron, the memory-chip maker at the core of the bet, at $1.21 trillion, so a memory slump would reach ordinary index funds.<\/p>\n
It fell 2.2% to $1,071.88 on Wednesday, Sept. 23, 2026, within a 52-week range of $154.65 to $1,255, the same data shows.<\/p>\n
Burry is saying Sell, while 49 analysts polled by S&P Global say Strong Buy with a $1,515 target, according to Stock Analysis.<\/p>\n
Micron sits about 2% above the roughly $1,051 where he first shorted it, Stocktwits reported, leaving that short slightly underwater. Shorting SOXX stacks the bet, since Micron made up 7.9% of the fund on Monday, Sept. 21, 2026, Stock Analysis noted.<\/p>\n
Nebius, an AI cloud provider, fits the memory thesis less neatly. It fell 4% to $226.61, within a 52-week range of $73.52 to $299.86, and its nine analysts rate it Buy with a $276.26 target, according to Stock Analysis. It is raising cloud prices for the second time in three months, Reuters reported, hardly a sign of glut.<\/p>\n
Palantir, the data-analytics software firm, rose 3.7% to $191.79, within a 52-week range of $106.37 to $207.52, Stock Analysis confirmed. Its 31 analysts rate it Buy, but their $195.57 target implies just 2% upside, the same data show.<\/p>\n
Palantir and Nebius announced a joint AI offering in a press release on Tuesday, Sept. 8, 2026, so Burry is shorting both partners.<\/p>\n
A narrowing market is Burry’s real target<\/p>\n
The Nasdaq 100, which Burry called historically top-heavy, closed at a record 30,732 on Tuesday, Sept. 22, 2026, CNBC reported. Yet the share of its members above their 200-day moving average, a long-term trend gauge, fell from 77% to 56% since mid-August, BTIG’s Jonathan Krinsky noted. Fewer stocks are carrying the rally.<\/p>\n
Micron alone is worth more than 10 times the roughly $116 billion combined value of Burry’s five buys, based on Stock Analysis data. He is betting that gap narrows.<\/p>\n
Acer and other PC makers have begun using chips from China’s ChangXin Memory Technologies, Tom’s Hardware reported. <\/p>\n
When buyers build their own exit from a shortage, the pricing power behind that boom deserves a closer look, and Micron’s report on Wednesday, Sept. 30, 2026, will be its first test.<\/p>\n
Related: Michael Burry’s blistering message on economic inequality<\/p>\n
#Michael #Burry #pointing #unloved #stocks #reason<\/p>\n","protected":false},"excerpt":{"rendered":"
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