While global investors are still reveling in the AI-driven bull market euphoria, 'Big Short' investor Burry has once again stepped in as the sobering whistleblower. Burry has $NVIDIA (NVDA.US)$ 、 $Applied Materials (AMAT.US)$ 、 $Tesla (TSLA.US)$as well as$iShares Semiconductor ETF (SOXX.US)$ established a new short position, positioning himself for what he sees as an impending correction in the increasingly overheated rally of AI-related stocks. He also reiterated his broad concerns about semiconductor valuations. He noted that $PHLX Semiconductor Index (.SOX.US)$ the current trading price is approximately 65% above its 200-day moving average—a level previously seen only during the dot-com bubble of 2000. What’s your view on current valuations of semiconductor equipment stocks? Which individual names have you taken positions in?