Investor credibility is the currency Burry has spent his career accumulating, which makes any apparent inconsistency between his public statements and his portfolio decisions immediately legible as signal. His disclosure of a Microsoft long while maintaining public skepticism about the AI narrative [2] is not a minor footnote in a 13-F filing — it is the kind of apparent contradiction that the finance communities following his moves treat as a puzzle worth solving. The question those communities are working through is not whether Burry is right or wrong about AI.…