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Burry's short bets on NBIS signal potential downside risk; execution and lease concerns could weigh on valuation, despite strong AI growth indicators. Historically, prominent short-seller signals can trigger intraday moves in micro-caps with limited liquidity.
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Michael Burry disclosed via Substack that he has short positions in Oracle and Nebius, two AI-focused cloud players. He warned of off-balance sheet liabilities, uncommenced leases, and purchase commitments as reasons for concern. For NBIS, this could pressure near-term sentiment and widen volatility on the AI-capex debate, even if growth trends remain intact.
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