The market has spent much of the year rewarding caution and punishing complacency. After a long stretch where mega-cap tech felt untouchable, volatility has crept back in โ€” driven by shifting interest-rate expectations, AI capex concerns, and investors rethinking just how much growth is already priced into the biggest names. Microsoft (NASDAQ:MSFT), once the definition ... Michael Burry Just Went Long on Microsoft. Is the Market Missing Something Big?