On July 26, 2026, Michael Bury, known as the big bear, continued to bet on the decline of related targets and further shorted several semiconductor companies such as Micron Technology and Nvidia. Bury disclosed the latest trading trend through Substack, adding a short position in Micron Technology at the price of $933.86 and increasing his short position in Nvidia at $210.28.

In addition to semiconductor stocks, Bury has simultaneously expanded its short position in industrial and industry ETFs, adding Caterpillar's short position at a price of $893.49 and increasing its short position in iShares semiconductor ETF at $535.83.

As an investor who gained fame for predicting the subprime mortgage crisis, Bury has focused on increasing short bets on the semiconductor track and industrial leaders, sparking widespread market discussions. The global semiconductor industry is in a period of cyclical fluctuations, with Nvidia and Micron Technology at the core of the artificial intelligence industry chain, and their stock prices have long been highly monitored by funds. This concentrated short selling signal has also prompted many trading participants to re-examine the potential adjustment pressure brought by changes in technology stock valuations and industry supply and demand.Editor/Min Jing