Michael Burrythe investor who gambled on the US housing market during the 2008 financial crisis has turned bearish Oracle Corporation (NYSE:ORCL).
Burry disclosed his ownership of put options on Oracle stock in a Substack post after the markets closed last Friday. He also disclosed that he had directly shortchanged Oracle over the past six months.
Oracle, a leading database software company, recently expanded into cloud computing services, a move that has necessitated significant debt to increase data center capacity.
In response to a reader’s question about his decision to bet against Oracle, Burry expressed dissatisfaction with the company’s strategic positioning and investments. However, he did not disclose the details of the put options. Shares of Oracle have had a tumultuous year, down significantly by about 40% from their September peak.
The company currently has approximately $95 billion in outstanding debt, making it the largest corporate issuer outside the financial sector in the Bloomberg High-grade Index.
Burry also shared his hesitation to short larger tech companies like them Metaplatforms Inc. (NASDAQ:META), Alphabet Inc. (NASDAQ:GOOGL), and Microsoft Corp. (NASDAQ:MSFT). He stated that these companies’ businesses extend beyond AI, and he believes they will maintain their dominance in their core businesses despite potential losses from overbuilt capacity.
Michael Burry’s decision to bet against Oracle is notable given his reputation for identifying overvalued assets. His bearish stance on Oracle could be an indication of perceived weaknesses in the company’s strategy or financial health.
The significant debt Oracle has taken on to expand into cloud computing services could be a potential problem. However, it remains to be seen whether Burry’s bet will be as profitable as it was during the 2008 financial crisis.
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This article ‘Big Short’ Investor Michael Burry Bets Against Oracle – Here’s His Advice originally appeared on Benzinga.com
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