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‘The Big Short’ investor Michael Burry on an AI bubble: ‘There is a Cisco at the center of it all … Its name is Nvidia’ | Fortune
Fresh off a string of bearish stock activity and the deregistration of his hedge fund, Burry has started a Substack for his financial writing.
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cnbc.com
Michael Burry launches newsletter to lay out his AI bubble views after deregistering hedge fund
"The Big Short" investor is capitalizing on the massive audience he's built on X, where 1.6 million followers have long parsed his cryptic posts.
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fortune.com
‘The Big Short’ investor Michael Burry on an AI bubble: ‘There is a Cisco at the center of it all … Its name is Nvidia’ | Fortune
Fresh off a string of bearish stock activity and the deregistration of his hedge fund, Burry has started a Substack for his financial writing.
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Michael Burry's next 'Big Short': An inside look at his analysis showing AI is a bubble
The investment world is "expecting far more economic importance out of this technology than is likely to be provided," Burry's associate portfolio manager said.
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Nvidia namechecks Michael Burry in secret memo pushing back on AI bubble allegations
The chipmaker quietly circulated a private memo to analysts that explicitly namechecked investor Michael Burry and pushed back on many of his claims.