groundedTech & AI
Is Burry's AI short a bubble call or a stunt?
Michael Burry shorted Oracle and Nebius, comparing AI data center spending to the housing and dotcom bubbles. Replies dispute both the comparison and his motives.
- Canonical page
- breakling.org/grounded/is-burry-s-ai-short-a-bubble-call-or-a-stunt-dfca97f8-5b29-445b-b4c4
- Published
Source links
- https://x.com/Dr_Crossroads/status/2085416730436804952
- https://x.com/moneyballinvest/status/2085417984550404281
- https://x.com/davidarngar/status/2085420836589076549
- https://x.com/Sludad1/status/2085425572788740277
- https://x.com/JoeyTphilly/status/2085425775331680399
- https://x.com/stockincubator/status/2085427789667205466
- https://x.com/TradeKnowledge_/status/2085436268855382071
- https://x.com/Starbuccaneers/status/2085440217696362868
- https://x.com/grassmaster771/status/2085446140275638451
- https://x.com/gimme_the_facts/status/2085464420436660480
- https://x.com/MW4836512992136/status/2085505435994354011
- https://x.com/BearBull1986/status/2085519622468665462
Grounding boundary
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Tone work, not fact magic. Sources shown when available. Corrections welcomed.
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