Move along

@michaeljburry During the http://dot.com era it was all hype no real legs. All of this now actually does stuff. Also wouldn’t cloud growth naturally slow as everyone adopts it? Of course percentage growth is going look like less.

@michaeljburry @michaeljburry here is what he’s showing 🚨 OpenAI, xAI, Mistral, etc., don’t need 6–10 gigawatts of GPU to serve consumers. They’re not building user platforms. They’re building infinite training sinks where they can burn investor dollars in real-time on Nvidia clusters, while

@michaeljburry AI is not just another technology. It will be used by every person and every business 24/7 all over the globe. Technically, there isn’t even a limit of intelligence. There is no scenario where you would have enough compute.

@michaeljburry In other words: Cloud growth is slowing, but tech spending is exploding back to dot-com bubble levels. At the same time, the entire AI boom is being fueled by a circular money loop where companies fund each other and all roads lead to Nvidia. Burry is basically saying the

@michaeljburry

@michaeljburry

@michaeljburry Haven’t we seen double digit returns every year in the S&P since you tweeted “sell”? 🤔

@michaeljburry 🤣🤣🤣🤣🤣🤣🤣🤣🤣🤣🤣🤣🤣🤣🤣🤣🤣🤣🤣🤣🤣🤣🤣🤣🤣🤣🤣🤣🤣🤣🤣🤣🤣🤣🤣🤣🤣🤣🤣🤣🤣🤣🤣🤣🤣🤣🤣🤣🤣🤣🤣🤣🤣🤣🤣🤣🤣🤣🤣🤣🤣🤣🤣🤣🤣🤣🤣🤣🤣🤣🤣🤣🤣🤣🤣🤣🤣🤣🤣🤣🤣🤣🤣🤣🤣🤣🤣🤣🤣🤣🤣🤣🤣🤣🤣🤣🤣🤣🤣🤣🤣🤣🤣🤣🤣🤣🤣🤣🤣🤣🤣🤣🤣🤣🤣🤣🤣🤣🤣🤣

@michaeljburry What if the @michaeljburry post and his new banner image are telling two stories. One on the surface and another using metaphors? Come take a journey with me. Two posts. Both fairly lengthy. Sorry. A brief history of @michaeljburry and his unique approach to using social media

@michaeljburry I have been trying to have someone explain to me what the profit margins are on all this AI investment. What is the depreciation rate? The range is 2 years on the high side and 6 months on the low side, when chips and cooling equipment has to be replaced. How much power are we

@michaeljburry I don’t understand how anyone in these comments can talk trash about Burry. He made billions and anything he says/does now gets trashed? The same people dawging this guy are the same losers that have never made even a fraction of the progress he did in the historical crash back

@michaeljburry The AI processing datacenters are not sitting unused, actually the opposite is true. And the nature of that workfload (intelligence) is that, it is immediately usable to vast majority of global population since they are already hooded to internet and computers. That wasn't the

@michaeljburry I'm kind of a Reeee when it comes to investing but... Bullish right? For real 10 Trillion Kabillion

@michaeljburry Bro is down bad https://x.com/LuxAlgo/status/1...

@michaeljburry Another very important point : ai is deflationary in its economics. You invest at trillions of $ and your profits are deflated compared to the capex. My salary at Google was in 100s of thousands of $. Today gpt 5 pro can do that work in 1000s of $ per yea This is real reason all

@michaeljburry You shorted the wrong stock. Salesforce would have been the “AI software stock” to short, not the only one that actually delivers results for customers. You gonna get cooked.

@michaeljburry Bro I’ve read this 6 times and I’m now 40% sure he’s either calling the top or the bottom… or both. Someone please translate Burry to human.

@michaeljburry XAi but no tsla? Surely Tesla is somewhere in a circle?

@michaeljburry Burry adding to his losing streak again 😂

@michaeljburry Dear Dr. Burry - welcome back! Hypothesis: • 2000s: homeownership → mortgages → CDOs. • 2020s: “no-need-to-work” utopia → AI data centers → CLOs. • Constant: Americans’ savings - the system’s de-facto backstop when stress hits. Fair comparison?

@michaeljburry @michaeljburry Burry is saying 🚨🚨 Nvidia doesn’t just sell chips. It manufactures demand for its own chips through the capital stack. •Nvidia “invests” in OpenAI (or CoreWeave, xAI, Mistral, etc.) → those same entities are contractually obligated or financially incentivized

@michaeljburry $Bubble Posting

@michaeljburry fake and gay sir

@michaeljburry Funny how everyone wants to talk about the AI money machine, but nobody wants to talk about what happens when the capex lines start looking like 1999 again. Everyone’s seeing growth rates, but not the dependencies. The same entities feeding each other’s valuations, propped up

@michaeljburry Star Wars fan. Who is the Death Star in the US? I know you have something in mind…

@michaeljburry as you know better than most TIMING is everything when the euphoric madness of crowds prevails

@michaeljburry When u gonna delete your account again

@michaeljburry What about Oracle? You burry Bitch

@michaeljburry You will know where the all time high is well after the fact.

@michaeljburry Lookin back, 10 to 15 years, and watch these companies CEOs take about AI. They talk about the exact same problems, exact same disruptions, the discussions look exactly the same. But they have 500 times more money. And the companies are 500 times more valuable.

@michaeljburry how serious is the adoption for normal tasks is the question.

@michaeljburry Of course it is a bubble but will the earnings, employment and international trade improvement maintain the bubble and drain it slowly or will Powell have his way and bust it all over Trump and the left can blame him.

@michaeljburry This you who bought these puts, Michael? $SPY

@michaeljburry @MarkMcGrathCFP what about this guy? I’m honestly starting to like this game…

@michaeljburry did you guys think summoning the machine god would be cheap?