Michael Burry, the investor known from "The Big Short," disclosed his latest portfolio moves, significantly increasing short positions against Micron Technology (MU) and Nvidia (NVDA), while initiating a new short against Caterpillar (CAT). Burry stated that a substantial portion of Nvidia's demand is not driven by genuine end customers, but by circular financing arrangements kept off-balance-sheet. He cited a Bank for International Settlements (BIS) report warning that AI buildout is highly concentrated, partially debt-financed, and that private credit lending to the AI and IT sectors has quadrupled over five years. Burry maintained short positions in Tesla (TSLA) and Palantir (PLTR), and continues to hold put options on the Nasdaq-100 ETF. On the long side, he aggressively bought Flutter Entertainment and DraftKings, framing the combined position as a "contrarian bet against prediction markets." He disclosed entry prices including shorting Micron at $933.86 per share, adding to Nvidia short at $210.28 per share, and shorting Caterpillar at $893.49 per share.