Michael Burry Stock Portfolio: Top 8 Stock Picks in 2026

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4. Autodesk, Inc. (NASDAQ:ADSK)

In early April, Burry told his followers on Substack that he had maintained a low normal position in Autodesk, Inc. (NASDAQ:ADSK) stock. The comments were part of a larger post about software companies and AI disruption. Burry was of the view that the pressure on software stocks did not come from companies performing poorly. Instead, he noted that it was a technical problem as falling prices triggered additional stress on software-related debt. He wrote, “I do not believe the technical pressures brought on by the private credit/software debt issues are big enough to affect these stocks for much longer.”

Autodesk, Inc. (NASDAQ:ADSK) engages in the provision of 3D design, engineering, and entertainment technology solutions worldwide. The company offers AutoCAD Civil 3D, a surveying, design, analysis, and documentation solution, as well as Autodesk Build, a toolset for managing, sharing, and accessing project documents for streamlined workflows between the office, trailer, and jobsite. The firm also markets Revit, a software built for building information modeling to help professionals design, build, and maintain energy-efficient buildings. Per the post by Michael Burry, if investors stripped away the fear and the forced selling, many of these software businesses were still in solid shape, and there was money to be made in these stocks.

While we acknowledge the potential of ADSK to grow, our conviction lies in the belief that some AI stocks hold greater promise for delivering higher returns and have limited downside risk. If you are looking for an AI stock that is more promising than ADSK and that has 100x upside potential, check out our report about the cheapest AI stock.

Click to continue reading and see Michael Burry Stock Portfolio: Top 3 Stock Picks in 2026.

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