The Big Short investor Michael Burry made a bold move that got the market’s attention last week. Wall Street is now closely watching his entry positions, as he always acts before the general market catches up. Michael Burry is now bullish on Microsoft stock (NASDAQ: MSFT) anddisclosed his purchase in his Substack post. He confirmed that he initiated a new long position on MSFT, indicating that the equity has bigger potential.
Michael Burry’s Microsoft stock pick comes at a time when the software industry is facing extreme scrutiny. Wall Street is concerned about software giants spending billions on AI without making any profits yet. Fears stem that if the industry stagnates or crashes, the sector would lose billions, leading to a bigger sell-off. The risk is real, as the memories of the Metaverse concept failing badly are still etched in recent memory.
The timing of an entry position in Microsoft stock by Michael Burry is also deliberate. Software stocks were badly affected in Q1 of 2026 but managed to briefly rebound in Q2. Several top companies, like IBM and ServiceNow, had earnings calls that were a disappointment. In addition, he also sent ablunt warning to Google’s Alphabet stock, hinting that a downturn for GOOGLis on the cards.
Also Read:Google Stock Price Prediction For April 30, 2026
The millionaire sees beaten-down software stocks as a buying opportunity, and Microsoft is the best entry point. MSFT is down more than 10% year-to-date, allowing the millionaire to bet big on its comeback. His purchase of MSFT comes on the heels of the company’s earnings call, which is scheduled on April 29, 2026.
The majority of analysts are upbeat that the tech titan will deliver better than expected results. Michael Burry’s investment in Microsoft stock also brings positive momentum for MSFT during the downturn. However, he did not disclose how much he has invested in the leading equity. The upcoming 13F filing will be closely monitored as it holds the numbers.
Source: Watcher Guru
