A Michael Burry Stock Tracker post cited by Odaily said Scion increased short positions in the iShares Semiconductor ETF, Nvidia, Micron and Caterpillar, while the chip-focused fund had risen 73% in 2026.
Michael Burry, through Scion, increased a short position in the iShares Semiconductor ETF (SOXX), according to a Michael Burry Stock Tracker post on X cited by Odaily, adding detail to an earlier report that highlighted the bearish bet against a fund up 73% in 2026. The same post said Scion also raised short positions in Micron Technology, Nvidia and Caterpillar, increased long positions in Flutter, DraftKings and Molina Healthcare, and left bearish bets on Tesla, Palantir and the Nasdaq-100 ETF unchanged. Short positions profit if prices fall, underscoring Scion’s skepticism toward the semiconductor rally.