QUICK SPARK: Michael Burry Adds to Micron, Palantir, Nebius, SOXX Shorts

Michael Burry increased his bearish bets Tuesday on several tech and semiconductor names while adding to long positions in a handful of consumer and retail stocks.

According to the Michael Burry Stock Tracker X account, his latest portfolio update shows added short exposure to:

• Micron Technology (NASDAQ:MU)
• Nebius Group N.V. (NASDAQ:NBIS)
• iShares Semiconductor ETF (NASDAQ:SOXX)
• Palantir Technologies (NASDAQ:PLTR)

Burry also said that he added more shares of:

• QXO (NYSE:QXO)
• Build-A-Bear Workshop (NYSE:BBW)
• Sprouts Farmers Market (NASDAQ:SFM)
• Birkenstock Holding plc (NYSE:BIRK)
• MercadoLibre Inc. (NASDAQ:MELI)

The account reported that Burry said, “I find the prices offered by the market rather attractive. All these positions are full positions for me now,” per his Substack.

Breaking: Michael Burry just doubled down on his shorts

He:
• Added to Micron $MU shorts
• Added to Nebius $NBIS shorts
• Added to Semiconductor ETF $SOXX shorts
• Added to Palantir $PLTR shorts
• Bought more QXO $QXO
• Bought more Build-A-Bear $BBW
• Bought more Sprouts… pic.twitter.com/8PIP9GzxyT

— Michael Burry Stock Tracker ♟ (@burrytracker) September 22, 2026

Micron’s Upcoming Earnings Report

• Micron is set to report its fourth-quarter earnings on Sept. 30. In a Sunday note, analysts highlighted that the company has traded sideways since July, aligning with other memory chipmakers.
• In a Tuesday note, analysts forecast Micron’s earnings per share to surge to $31.30 from $3.03, with revenue expected to reach $50.62 billion.
• Micron has been expanding its U.S. production capabilities, building advanced memory fabrication plants in Idaho and New York, according to a Friday update.

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