Michael Burry Goes Nuclear on Tech & China—Dumps Everything But This Lone Stock

Famed ’Big Short’ investor Michael Burry just liquidated nearly his entire portfolio—slashing tech exposure, bailing on China, and leaving just one controversial holding standing. Here’s what survived his scorched-earth strategy.

The move screams macro doom—Burry’s betting big against the two sectors Wall Street still worships. Meanwhile, the finance circus keeps spinning as retail traders chase memecoins and algo-driven liquidity crutches.

One survivor in the wreckage? GeoGroup—a prison REIT. Because nothing says ’contrarian play’ like betting on incarceration while markets party on hopium.

This isn’t the first time Burry has hit the reset button on Scion’s holdings. He made similar sweeping changes in 2023, later admitting some misjudgments before redeploying capital in more focused bets.

Now, with the market dominated by Optimism around tech and China showing signs of volatility, Burry’s sparse and defensive portfolio suggests he’s once again preparing for rougher waters.