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Michael Burry increased his short positions in Micron, Nebius, SOXX and Palantir, while adding to five consumer and retail stocks.
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U.S. stock futures rose, but Scholastic plunged 9.9% after missing Q1 loss and sales estimates; several other stocks also fell premarket.
While 58% of Americans own stocks, most invest in broad index funds or trendy sectors like AI, missing better opportunities. The article recommends MercadoLibre, a Latin American e-commerce and fintech platform with 6,200% historical returns and 36% GMV growth, and Sprouts Farmers Market, a health-focused grocer trading at a cheap P/E of 13 with strong buyback programs and 500% EPS growth over 10 years.
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The article warns that the S&P 500 is vulnerable to a crash due to mounting risks including surging oil prices from Middle East geopolitical conflict, rising inflation, Federal Reserve interest rate hikes, and potential slowdown in AI development. The author cites the S&P 500's elevated valuation (second-highest in history) and recommends following Warren Buffett's time-tested advice: view downturns as buying opportunities, focus on long-term fundamentals, and avoid panic selling.
Micron stock trading around $1,086 could theoretically reach $2,000 if the company sustains current extraordinary earnings levels through AI-driven demand and long-term customer agreements. However, investors should be cautious as the memory industry is cyclical, and competitors like CXMT are gaining market share, which could lead to margin compression and peak-cycle earnings.
ChatGPT, Grok and Claude all pick Micron as next week's top stock pick, citing AI-driven memory demand and earnings.