# Burry's AI Bet Shifts to Microsoft | Durham News

Page: https://stenobird.com/podcast/durham-news-today-2-min-news-the-daily-news-now-7569659/burry-s-ai-bet-shifts-to-microsoft-durham-news
Text version: https://stenobird.com/podcast/durham-news-today-2-min-news-the-daily-news-now-7569659/burry-s-ai-bet-shifts-to-microsoft-durham-news.md
Podcast: [Durham News Today | 2 Min News | The Daily News Now!](https://stenobird.com/podcast/durham-news-today-2-min-news-the-daily-news-now-7569659)
Published: 2026-06-29T09:27:01+00:00
Episode link: https://api.fastcast.ai/audio/fa0b767a-0d7b-40ed-a8af-bb6346336416.mp3
Audio file: https://api.fastcast.ai/audio/fa0b767a-0d7b-40ed-a8af-bb6346336416.mp3
Processing state: not_requested
JSON: https://stenobird.com/v1/public/podcasts/durham-news-today-2-min-news-the-daily-news-now-7569659/episodes/burry-s-ai-bet-shifts-to-microsoft-durham-news
Duration seconds: 112

## Resource

Michael Burry, the infamous 2008 crash predictor, has flipped his AI bearish stance by betting big on Microsoft—buying deep-in-the-money call options set to expire in 2028. While still shorting Nvidia and Palantir, he’s targeting AI stocks that have been hammered by market fear, seeing Microsoft’s trillion-dollar drop as a buying opportunity. He believes the stock is undervalued despite needing to nearly double by 2028, and this isn’t his first bullish move on Microsoft this year. His strategy? Buy the fear, sell the hype. Support the show: Get a discount at https://solipillow.com/discount/dnn. Advertise on DNN: advertise@thednn.ai This is an automated, high-level news summary based on public reporting. Report issues to feedback@thednn.ai. View sources & latest updates: https://sources.thednn.ai/4bf019f6ca941b64

## Actions

- request_transcript: `POST https://stenobird.com/v1/public/podcasts/durham-news-today-2-min-news-the-daily-news-now-7569659/episodes/burry-s-ai-bet-shifts-to-microsoft-durham-news/transcription-requests` — Idempotently request low-priority transcript generation for this episode.
- read_markdown: `GET https://stenobird.com/podcast/durham-news-today-2-min-news-the-daily-news-now-7569659/burry-s-ai-bet-shifts-to-microsoft-durham-news.md` — Read the agent-friendly Markdown representation of this episode resource.

A page view does not enqueue transcription. Agents should invoke `request_transcript` explicitly when they need this episode processed.

## Transcript

Full transcripts are not published on public pages unless there is a clear rights basis.