“Over the next two years this shortage will blow off as production catches up, and memory will have a down cycle again.”
Said Sep 22, 2026Deadline Sep 22, 2028Cassandra Unchained Substack post, September 22, 2026, as reported by CNBC, September 23, 2026
Burry made the call while adding to short positions in Micron, Nebius, SOXX and Palantir, arguing the AI-era memory shortage is temporary and that rising Chinese production capacity will restore the sector's historic boom-and-bust cyclicality.