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| №267 | Thursday, September 24, 2026 | 06:30 AM ET | |||||
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Independent reporting on tech & markets
TechEchelon
● The Brief
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Good morning. Michael Burry is doubling down on his bet that the AI-driven chip boom is about to crack. The investor best known for calling the 2008 housing collapse disclosed Tuesday that he's expanding short positions against Micron, Nebius, Palantir, and the SOXX semiconductor ETF, arguing that a memory chip shortage propping up much of the sector's valuation is temporary and will reverse as Chinese production capacity comes online over the next two years. The timing is notable: he made the call the same day the Nasdaq-100 hit an all-time high of 30,732, meaning Burry is now betting against the exact stocks that have been driving the broader market's gains. Memory chips have been one of the tightest, most profitable corners of the AI infrastructure buildout, so a genuine supply glut would ripple well beyond Micron's balance sheet. Whether Burry is early, wrong, or right again is now one of the more consequential questions hanging over tech markets. Below: today's five recent stories across markets, AI, policy, and security. | |||||
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● THE BRIEF · DAILY
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