Michael Burry makes rare bullish bet on Microsoft with 2028 call options

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Summary · why it matters

Michael Burry, the Scion Asset Management founder known for shorting the housing market before the 2008 crash, has disclosed a long, multi-year bullish bet on Microsoft. He bought December 2028 LEAP call options with a strike price in the low $700s, a position that requires Microsoft shares to nearly double from recent levels around $365 to pay off. Burry called the $350 level a good place to buy and said the longer-dated options were cheap relative to his outlook. The trade escalates an earlier long position he took in April, and it comes as Microsoft has shed more than $1 trillion in market value since its October 2025 peak amid concerns over massive AI-related capital spending. Burry also covered half of his Palantir short, added to JD.com and Adobe, and sold his Alibaba stake for tax-loss reasons.

Impact on stocks 8

Artificial Intelligence± Mixed · 5 stocks
Microsoft Corporation
MSFT
▲ PositiveCapitalrelevance

Michael Burry disclosed a large bullish LEAP call option position on Microsoft, signaling confidence in the stock.

Consumer Discretionary▲ · 2 stocks
Jd Com Inc
9618
▲ PositiveCapitalrelevance

Burry added to his JD.com position, indicating bullish sentiment.

Defense & Geopolitical Fragmentation▲ · 1 stocks
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