Michael Burry of "The Big Short" fame said the relentless positivity around AI reminds him of the market mood before the ...
Michael Burry once saw a crisis coming when almost no one else did, and now he is drawing a direct comparison between today's ...
Burry alleges hyperscalers use overly long depreciation schedules for rapidly aging AI chips and servers. ・He warns of three-way “compression” across AI demand, corporate earnings and financing.
Michael Burry revived his AI bubble warnings after a report highlighted roughly $3 trillion in disclosed commitments by ...
Michael Burry of "The Big Short" fame said on his Substack that he's shorting Oracle and Nebius, and several AI companies ...
Fibonacci Retracements Explained: How to Spot Key Reversal Levels in 2026 Michael Burry shorts AI buyers, arguing Nvidia gets paid today while customers carry tomorrow’s infrastructure risk. Microsoft ...
Michael Burry boosts shorts on Nebius, Micron, Oracle & SOXX, warning of an AI/semis bubble and “backwardation” signals.
An outright SOXX short remains his largest bearish position at roughly 7%, while he retained Nvidia and Palantir puts and ...
As more companies buy into the AI "tokenmaxxing" craze, Michael Burry is becoming more bearish. The famed "Big Short" investor recently suggested that tokenmaxxing — where companies try to maximize ...