Dossier
Larry McDonald
Coverage of Larry McDonald in the Nexus archive.
- It looks like 'Big Short' investor Michael Burry nailed his bet against AI chip stocks
Michael Burry, known for his 'Big Short' housing market bet, shorted the iShares Semiconductor ETF (SOXX) in June 2026, which fell 21% by July 31. He attributed the decline to overvaluation and has since reinforced his bearish position on chip stocks and related indices.
- Tech is flashing a warning sign last seen in 2020. Strategist Larry McDonald sees a massive rotation coming.
Larry McDonald warns that investors are piling into tech stocks thinking it’s the 'safe trade,' but should be considering hard assets instead. A warning sign in tech is being compared to a similar pattern last seen in 2020.