Michael Burry said on November 5, 2026, that he sold 25% of his put options on the VanEck Semiconductor ETF, identified by the ticker SMH. His remaining position, which he described as “very large,” keeps his bearish bet on the semiconductor sector intact. He also retains puts on Palantir, Oracle, Caterpillar and the Nasdaq-100, with expiries expected in 2027. At the same time, Burry increased his long position in MercadoLibre by buying shares below $1,500 after the company reported earnings.
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