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Michael Burry Is Right About Memory Chipmakers

Michael Burry of The Big Short fame doesn’t buy the narrative that memory chipmakers have entered a supercycle. He has a point.

Sage Kakkat · 05 Jul 2026 · 1 min read
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Michael Burry Is Right About Memory Chipmakers

Michael Burry of The Big Short fame doesn’t buy the narrative that memory chipmakers have entered a supercycle. He has a point.

Technology Bloomberg Jul 5, 2026

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