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Michael Burry shifts AI bet to September 2027 puts after covering SOXX short

Verifying
  • Michael Burry replaced his SOXX short with September 2027 put options.
  • SOXX fell 11% in the third quarter, its weakest performance since March 2025.
  • Micron secured $32 billion in long-term supply commitments and most 2027 HBM output.
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