Reverse Burry

u/Next_Tap_3601 · Reddit — r/ValueInvesting · July 11, 2026 at 18:38 · ⬆ 20 pts · 💬 23 comments  | View on Reddit ↗
AI Summary

Summary

  • The author is holding AI-infrastructure stocks and plans to sell only when Michael Burry admits the AI bubble is over, using a contrarian "reverse Burry" strategy.
  • The thesis is that Burry’s persistent bearishness on AI is a contrarian buy signal; when he capitulates, the bubble likely peaks.
  • Quality assessment: Speculation – no data or analysis, just a personal signal based on one investor’s public comments.
Score 20
Comments 23
Upvote % 79%
Ideas
u/Next_Tap_3601 Reddit r/ValueInvesting
The author explicitly holds AI-infrastructure stocks and uses Burry’s public bearish stance as a contrarian indicator to hold. Burry is known for calling bubbles early; his continued bearishness suggests the AI rally still has room to run, creating a long opportunity until he flips. Buy SMH as a proxy for AI-infrastructure and hold until Burry capitulates (publicly changes his tune on the AI bubble). Burry could be right and the bubble bursts before he admits it; or his opinion may not be a reliable market-timing signal. Also, the author may sell prematurely based on a single tweet.
SMH HIGH
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This Reddit post, published July 11, 2026, features u/Next_Tap_3601 discussing SMH. 1 trade idea extracted by AI with direction and confidence scoring.

Speakers: u/Next_Tap_3601  · Tickers: SMH