Big Short investor Michael Burry bets against Oracle – here’s his advice

Big Short investor Michael Burry bets against Oracle – here’s his advice

By Bibhu Pattnaik
Publication Date: 2026-01-11 20:56:00

Michael BurryThe investor who famously bet against the US real estate market during the 2008 financial crisis has become pessimistic Oracle Corporation (NYSE:ORCL).

Burry disclosed his ownership of put options on Oracle shares on a Substack post after markets closed last Friday. He also revealed that he had been directly shorting Oracle for the past six months.

Oracle, a leading database software company, recently expanded its offerings to include cloud computing services, a move that required significant debt to increase data center capacity.

When asked by a reader about his decision to bet against Oracle, Burry expressed dissatisfaction with the company’s strategic positioning and investments. However, he did not provide any information about the details of the put options. Oracle shares have had a tumultuous year, with a significant decline of about 40% from their peak in September.

The company currently has around $95 billion in debt outstanding, which…