Ticker Take with Jon Erlichman

What Michael Burry’s been buying and shorting: Jon Erlichman

Michael Burry made his name betting against Wall Street. Now, he’s betting against Silicon Valley, sparking a hot debate over whether we’re in an AI bubble.

September 04, 2026 at 6:00a.m. EDT

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Watch Ticker Take with Jon Erlichman

What Michael Burry’s been buying and shorting

Michael Burry made his name betting against Wall Street. Now, he’s betting against Silicon Valley, sparking a hot debate over whether we’re in an AI bubble.