Michael Burry added to his AI shorts on September 22, I said these names had further to run—and that he would need another post explaining why he remained short. I posted this on the same day.

On September 28, he doubled down, shifting shorts into puts on MU1,074.89, NBIS242.81, CAT845.42, SOXX588.90 and NVDA233.95, increasing his PLTR188.75 and NDX30807.932 put positions, and opening MET puts.

Here is how the nine names performed through the October 2 close:

And on October 2 he was back defending his thesis. Right on cue.