Michael Burry estime que l'euphorie autour de l'intelligence artificielle touche à sa fin. Il a annoncé avoir pris des positions vendeuses sur Caterpillar, Nvidia et plusieurs valeurs des semi-conducteurs.

Michael Burry disclosed new short positions against Tesla, Caterpillar, Nvidia, Applied Materials, and SOXX, betting the AI-driven rally has pushed

Michael Burry shorts Nvidia, Tesla, and semiconductor stocks, arguing hyperscalers are hiding $176 billion in GPU depreciation costs that could unravel AI