Michael Burry first tweet in years... It's going to burst.
(media.scored.co)
You're viewing a single comment thread. View all comments, or full comment thread.
Comments (31)
sorted by:
AI is a big bubble about to burst. No one has been able to monetize it because the tech is not yet there after decades of research and investment. The only solid bet on this market as usual were the providers such as Nvidia who will have their stock value corrected once their big business customers vanish. Most big tech companies have been firing tens of thousands for months now to have cash in hand to survive the next AI winter.
https://www.businessinsider.com/big-short-michael-burry-bubble-warning-x-account-scion-crash-2025-10
Thanks Op!!
They fired employees because AI replaced said employees. Now the layoffs is because AI stocks will crash? makes no sense
That's what they told everybody. However, historically companies get rid of employees to clean up their balance sheets. It just happens that lie helps big tech by pumping the bubble thus making easy cash from clueless investors.
I agree. I doubt very much that AI is replacing masses of White Collar roles at Amazon, etc.
interesting. whats the best play here to make money then?
If you average what Burry, u/no_ez, and I am saying the best play is not to play. Everything is overpriced. Even if you buy commodities futures that will be the foundation of a recovery you might lose. Save what you have in gold or CHF, the USD, EUR, and GBP are going to tank. Wait for the bounce back tipping point before you start buying again. But that could be one or even two years away from the crash.
https://m.youtube.com/watch?v=mCfjSc8A9Qo
Check this shit out. ASML in the Netherlands is the ONLY company making the AI chipmaking machines— sends them to sKorea and Taiwan…
Blew my mind how stupidly fragile the AI hardware supply chain is…
The video doesn’t mention neon deposits, (Ukraine) but briefly mentions rare earths.