Michael Burry first tweet in years... It's going to burst.
(media.scored.co)
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? Tell me like I'm five
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
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.