Michael Burry Goes Long on MSFT — Dec 2026 $380 LEAP Calls · Betting at Historic Lows
Published · Updated · By Investus editorial desk (SUNRYU Partners)
The Big Short's Michael Burry disclosed a long position in Microsoft (MSFT) December 2026 LEAP call options at a strike in the low $380s, via SEC Form 4 filed June 26, 2026.
Position Overview
• Investor: Michael Burry (Scion Asset Management)
• Instrument: Microsoft (MSFT) LEAP call options
• Strike: low $380s
• Expiry: December 2026
• SEC Form 4 filed: June 26, 2026
Who Is Michael Burry?
• Founder of Scion Asset Management
• Real-life protagonist of 'The Big Short'
• 2008 mortgage short → thousands % return
• Famous contrarian — goes against the crowd, then wins
Why MSFT?
• Azure AI: #1 in cloud AI market share
• Exclusive OpenAI partner → Copilot integrated across all products
• Quarterly dividend $3.3B + stable FCF + max shareholder returns
• Near-the-money strike = explosive gain if stock moves up modestly
Signal Interpretation
• Form 4 filing = officially confirmed position (high credibility)
• Call options = bullish bet on upside (strong buy signal)
• Burry's contrarian timing has historically signaled turning points
Investment Implications
Burry buying MSFT calls near historic lows
Dec 2026 expiry → H2 events critical to watch
Azure AI growth + OpenAI partnership = potential re-rating trigger
Sources & further reading
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Disclaimer
This article is editorial research for informational purposes only. It is not investment advice, a recommendation, or a solicitation to buy or sell any security, and does not guarantee any return. Markets carry risk of loss. Verify figures against the primary sources before making decisions.