# Burry Warns of Semiconductor Bubble

Page: https://stenobird.com/podcast/durham-news-today-2-min-news-the-daily-news-now-7569659/burry-warns-of-semiconductor-bubble
Text version: https://stenobird.com/podcast/durham-news-today-2-min-news-the-daily-news-now-7569659/burry-warns-of-semiconductor-bubble.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: 2026-05-11T01:41:21+00:00
Episode link: https://api.fastcast.ai/audio/3de36d0a-e109-49c2-8bc9-1d542cb52848.mp3
Audio file: https://api.fastcast.ai/audio/3de36d0a-e109-49c2-8bc9-1d542cb52848.mp3
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Duration seconds: 90

## Resource

Michael Burry, known for predicting the housing crash, warns of a stock market resembling the 1999 dot-com bubble. He points to the Philadelphia Semiconductor Index, which has surged despite poor consumer sentiment. Burrys recent bet on a 30% drop in semiconductor ETFs adds credibility to his warning. The Shiller CAPE ratio also signals potential poor long-term returns. While markets continue to rise, Burrys call serves as a reminder that bubbles can burst unexpectedly. 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/4e263b4be4583d28

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