Ge Long Hui A P P·2026-01-10 00:30Core Viewpoint - Michael Burry, a well-known investor, is currently shorting Oracle Corporation while avoiding shorting large tech companies with business operations extending beyond artificial intelligence, such as Meta, Alphabet, and Microsoft [1] Group 1: Shorting Strategy - Burry emphasizes that shorting Meta would equate to shorting its dominance in social media and advertising [1] - Shorting Alphabet would mean betting against Google's various services, including search, Android, and Waymo [1] - Shorting Microsoft would involve betting against its position as a global leader in office productivity software as a service [1] Group 2: Business Stability - Despite potential spending cuts and losses due to overcapacity, Burry believes that the core business positions of Meta, Alphabet, and Microsoft will remain strong [1] - He asserts that these companies are unlikely to decline significantly in their respective markets [1]