August 17, 2026Stocks·Bearish·bridgewater

Bridgewater reportedly cuts Micron stake by ~92% and Amazon by ~54%

Bridgewater reportedly sold roughly 92% of its Micron position (~$1.57B) and about 54% of its Amazon position (~$563M), with Ray Dalio reportedly believing the AI bubble is about to burst. The report also mentions a reduction in Marvell.

Detected & updated continuously · Source: Nebula

Story subjects

Micron Technology, Inc.Amazon.com, Inc.Marvell Technology, Inc.

Sources

@web3annie

桥水撤资！92%美光、96%台积电惨遭抛售，瑞达利欧坚信AI泡沫要破了：减持 1. 美光 $MU 大幅减持约92%，约15.7亿美元。周期见顶风险上升，桥水选择锁定前期涨幅。 2. 亚马逊 $AMZN 减持约54%，约5.63亿美元。电商增速放缓叠加云业务竞争加剧，估值压力显现。 3. 迈威尔 $MRVL

@astronaughtyart

I think if the AI bubble bursts, the funniest part will be watching companies like Micron crawl back to the consumers they told to fuck off.