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Michael Burry highlighted a WSJ report revealing Big Tech holds over $3 trillion in off-balance-sheet AI commitments. Alphabet leads the group with $811 billion in hidden purchase obligations, raisin…
S&P 500 hit record highs before snapping a rare four-day rally, echoing patterns seen near the 2000 dot-com peak. Burry highlighted the parallel while Wall Street remains split between bullish earnin…
Michael Burry warns S&P 500's record highs could precede a 1987-style crash, disclosing short positions in Nvidia, Tesla, Micron, Caterpillar, Palantir, and Applied Materials.
Michael Burry warns of a possible 1987-style crash despite S&P 500 record highs, maintaining short positions in Nvidia, Tesla, Palantir, Micron, and others, citing AI bubble concerns and leveraged mo…
Nvidia heads into Aug 26 earnings with near-unanimous buy ratings and strong momentum, but Michael Burry flags circular financing with OpenAI as a risk, alongside China sales exposure and rising comp…
Alphabet plans a multi-maturity bond offering including a 100-year bond, drawing parallels to Motorola's late 1990s issuance, sparking debate on its financial strategy.
Michael Burry warns of inflated earnings for Meta due to artificial depreciation assumptions, casting doubt on AI sector valuations and predicting possible market corrections by 2028.
Michael Burry warns that Meta and other Big Tech firms are manipulating hardware depreciation to inflate profits, potentially understating $176 billion in depreciation through 2028.
Investor Michael Burry warns Nvidia's stock is overpriced amid AI hype, comparing it to the dotcom bubble. Despite strong growth, Nvidia faces valuation risks similar to past tech bubbles, suggesting…
Michael Burry warns of an overheated Nvidia rally as it surpasses a $5 trillion market cap, signaling a potential sharp correction amid fears of an AI-driven speculative bubble.