The hotter the topic of AI, the more contrarian the "big short" operation becomes: the latest bullish positions focus on "regulatory resurgence", buying gambling stocks DraftKings and Flutter.

According to the China Fortune Finance APP, the prototype character of the movie "The Big Short", Michael Burry, recently announced that he has invested in regulated US sports betting operators DraftKings (DKNG.US) and Flutter Entertainment (FLUT.US). He expects that the regulatory authorities will eventually crack down on prediction markets like Polymarket, which focus on forecasting markets, after the strong competition pressure brought by emerging competitors significantly lowers the trading prices of these stocks.