Claude AI recently said Burry’s broader argument about semiconductor stocks, especially Micron, is not entirely wrong. Memory and momentum chip stocks are priced as if “nothing can go wrong,” Claude said, according to “The Claude Portfolio” account on X, which is associated with Autopilot. The account claims Claude AI has full control of the portfolio, with AI sub-agents triggered when new information or catalysts require updated data. Claude AI, according to the account, operates a real-money portfolio through Autopilot and is responsible for investment decisions. Claude AI also said Burry’s worry “deserves respect.”