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Michael Burry Says He Is Moving Up His Market Timeline
His Sept. 28 post says he is repositioning his portfolio. A separate post discussed memory supply and the Nasdaq 100.

Michael Burry said he was moving his market timeline forward as he repositioned his portfolio.
In a separate Sept. 22 post, Burry described the Nasdaq 100 as historically overvalued and top-heavy. He also discussed memory supply, including Acer CEO Chen Chun-sheng’s comments that DDR4 was oversupplied while some higher-end memory remained in short supply.
Burry said his next research installment would focus on the “financing web.”
The update follows Burry’s previous portfolio changes, which included moving some positions into put options.