Michael Burry Expands Bets Against Nvidia, Micron— and Is Now Buying Lululemon and DraftKings - Tesla (NA

Mark Cuban, Michael Burry sound alarm on Nvidia deals, AI boom's reliance on them

Cuban and Burry warn Nvidia's customer financing creates systemic risk; credit default swaps doubled in two months. Like dot-com, Nvidia replaced IPO markets as funding engine—a competitor breakthrough could trigger cascading defaults, forcing CTOs to reassess infrastructure concentration risk.