Michael Burry flagged a potential "disruption" for AI stocks that could stem from Etched, the tech startup hiring top Nvidia ...
Michael Burry of "The Big Short" fame said the relentless positivity around AI reminds him of the market mood before the ...
Michael Burry reveals short positions against Oracle and Nebius, alleging that cloud companies are understating depreciation by extending the useful life of assets by artificially boosting earnings.
Michael Burry boosts shorts on Nebius, Micron, Oracle & SOXX, warning of an AI/semis bubble and “backwardation” signals.
Burry recently called Etched, a four-year-old AI chip startup, “serious competition” for Nvidia. The timing makes the warning ...
Michael Burry Flags New AI Bubble Risk, Says GDP Growth Is ‘Really Counting On’ Data Center Buildout
Michael Burry flagged data showing that data center construction has continued to accelerate despite higher interest rates, ...
The ‘Big Short’ investor is still bearish on AI as most tech companies’ big capex estimates don’t pay off.
Michael Burry just doubled down on his bearish AI bets even as semiconductors roar back, but one short in his portfolio ...
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 ...
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