Michael Burry has intensified his bearish positioning on AI, shifting several stock shorts into long-dated put options as Anthropic (ANTHRO [https://seekingalpha.com/symbol/ANTHRO]) prepares for an IPO that could value the company at more than $2T despite soaring revenue, heavy infrastructure spending, and a multibillion-dollar loss. Burry’s moves come as Anthropic’s (ANTHRO [https://seekingalpha.com/symbol/ANTHRO]) confidential IPO prospectus reportedly showed a revenue jump to nearly $4.6B in 2025 [https://seekingalpha.com/news/4647830-anthropic-ipo-prospectus-reveals-surging-costs-42b-2025-net-loss-report], roughly twelve times the prior year, while the AI company posted a net loss of about $42B and an operating loss exceeding $8B.
Publicznie pokazujemy glowna mysl. Utworz darmowe konto, aby czytac caly artykul, zapisac go, omowic i polaczyc z kontekstem rynkowym oraz OSINT.