Michael Burry, the investor made famous by The Big Short, has increased his short positions in Micron, Nebius and Palantir, he wrote in a Substack post on 22 September.
A short position is a bet that a share price will fall.
Burry linked the trades to signs that memory-chip production is ramping up.
He cited comments from management at Acer, the Taiwanese computer maker, that demand remains firm for newer memory chips such as LPDDR5 and DDR5 9600.
Older DDR4 products, by contrast, look balanced to oversupplied, which could weigh on prices across the industry.
Burry said he had also increased his bets against the iShares Semiconductor ETF (SOXX), an exchange-traded fund that tracks a basket of chip stocks.
He warned that the Nasdaq 100 remains heavily concentrated in a small number of stocks, raising the risk of a broader sell-off if memory supply grows.
The moves extend a run of bearish bets Burry has built this year against memory makers and other AI-linked companies, a strategy he flagged publicly over the summer.
Palantir, the data analytics group, carries additional risk because it combines software with services and has close ties to infrastructure partners such as Nebius and Nvidia.
That leaves its shares exposed both to AI demand and to how well it delivers large corporate projects.
Burry told readers the trades as a hedge against an AI-driven valuation cycle that could reverse if chip supply returns to normal.
