The legendary ‘Big Short’ trader Michael Burry has been on a buying spree through April as various technology stocks presented ‘buy the dip’ opportunities by suffering significant losses on largely artificial intelligence (AI)-driven concerns.
As part of this strategy, the famous investor unveiled a bet on one of the largest companies in the world – and the largest he took a position in recently – in an April 23 Substack post: Microsoft (NASDAQ: MSFT).
Furthermore, while Burry disclosed relatively little regarding the trade, it is known he conducted extensive analysis of the equity, concluding it retains a ‘moat’ despite the recent disruption issues, and that its downturn in early 2026 has made it attractive.
As Finbold previously reported, the first quarter (Q1) was arguably the worst start to a year Microsoft stock faced in the entire XXI century and, even after the rally started in late March, MSFT shares remain 12.30% down since January 2 at their April 27 press time price of $424.15.
Michael Burry loads up on downtrodden software stocks
Elsewhere, ‘Big Short’ Michael Burry disclosed, within the same Substack article, that he has continued increasing his positions in several other companies he only recently invested in.
The investor explicitly named MSCI (NYSE: MSCI), PayPal (NASDAQ: PYPL) – two companies first mentioned on April 17 – and Adobe (NASDAQ: ADBE), initially rumored as an investment on March 3 and confirmed on April 13.
Furthermore, between the two dates, Michael Burry also purchased the stock of Autodesk (NASDAQ: ADSK), Veeva (NYSE: VEEV), and Salesforce (NYSE: CRM) and is, so far, up on all of the six stakes he has started building.
The timing of Michael Burry’s software long bets
Simultaneously, however, the legendary trader’s timing is notable for generally falling within the widespread recovery that took place in late March and extended into April, as hopes that the ceasefire in the Middle East would turn into a peace agreement.
Indeed, out of the three companies Burry disclosed purchasing on April 13 – Adobe, Veeva, and Autodesk- ADBE, VEEV, and ADSK all had their bottom on April 10, meaning they had recovered 6.55%, 4.64%, and 3.98, respectively, by the time the investments were unveiled.
The situation is similar for MSCI, PayPal, and Salesforce- announced on April 17 – as MSCI recovered 8.27% from March 27, PYPL 16.56% from the same day, and CRM 10.41% from April 10.
Featured image via Shutterstock
