Michael Burry increased his short exposure to Micron Technology, Nebius Group, the iShares Semiconductor ETF and Palantir Technologies, while adding shares of QXO, Build-A-Bear Workshop, Sprouts Farmers Market, Birkenstock Holding and MercadoLibre. The Michael Burry Stock Tracker X account reported the portfolio changes on Sept. 22, 2026, citing Burry’s Substack. Burry said the market’s offered prices were attractive and that all the listed positions were now full positions for him. Micron is scheduled to report fourth-quarter earnings on Sept. 30. Analysts said the stock has traded sideways since July alongside other memory-chip companies, while a Tuesday forecast projected earnings per share of $31.30, up from $3.03, and revenue of $50.62 billion. Micron is also expanding U.S. production with advanced memory fabrication plants in Idaho and New York.