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Core Viewpoint - Michael Burry is shorting Oracle Corp. due to concerns over its high debt and unnecessary investments in cloud computing, which he believes are not justified [2][3]. Group 1: Investment Position - Burry holds put options on Oracle and has been shorting the stock directly for the past six months [2]. - He previously disclosed short positions on Nvidia and Palantir Technologies, indicating a broader skepticism towards certain tech stocks [2]. Group 2: Oracle's Financial Situation - Oracle's outstanding debt is approximately $95 billion, making it the largest issuer outside the financial sector in Bloomberg's high-rated index [4]. - The company's stock experienced a significant drop of about 40% from its peak in September, following a brief surge due to optimistic cloud business forecasts [3]. Group 3: Market Sentiment and Comparisons - Burry expresses skepticism about the necessity of Oracle's current investments and its positioning in the market [3]. - He avoids shorting major tech companies like Meta, Alphabet, and Microsoft, believing their core business strengths will remain intact despite potential economic challenges [4]. - Burry views Nvidia as a concentrated target for shorting due to its popularity and perceived overvaluation in the AI sector [5].