Contrarian investor Michael Burry draws a direct line between today’s AI surge and the speculative blowups that defined the dot-com…
Browsing: Michael Burry
Michael Burry is laying out a sharp warning on Palantir’s (PLTR) valuation, noting that the stock is trading at levels…
Michael Burry says Nvidia (NVDA) is sidestepping the most important questions facing AI investors, noting that the company responded to…
“Big Short” investor is sharpening his AI short thesis, taking aim at the economics behind the GPUs powering the boom.…
Michael Burry is taking direct aim at the money flows powering the AI boom, with Sam Altman’s OpenAI as the…
Michael Burry is sharpening his criticism of how major tech companies use accounting tricks to conceal the true cost of…
Bernstein is pushing back hard on the narrative that hyperscalers are hiding losses behind aggressive depreciation schedules, noting that AI…
Michael Burry says the AI capital spending boom has entered the same danger zone that preceded every major market peak…
Billionaire investor Chamath Palihapitiya says Michael Burry’s short position against Palantir (PLTR) is fundamentally misguided, even if the company is…
“Big Short” investor Steve Eisman is responding to Michael Burry’s warning that hyperscalers are inflating their earnings by adjusting depreciation…