🤯 Michael Burry, the Big Short, warned of an AI bubble—and now his prediction is playing out.
The entire AI computing supply chain is selling off:
$NVDA -6%
$TSLA -9%
$PLTR -8%
$ORCL -4%
$AVGO -6%
$TSM -7%
$ASML -6%
$AMD -12%
$MU -10%
$SNDK -14%
$DELL -10%
$CRWV -9%
$NBIS -13%
$BE -15%
$SMCI -8%
$ANET -7%
$MRVL -10%
$IREN -12%
$CORZ -9%
$APLD -13%
$COHR -10%
$AAOI -14%
$LITE -11%
He repeatedly warned that this AI boom looks more like the dot-com bubble of 2000, with much of the spending on computing capacity lacking support from real end-user demand. Today's broad sell-off is the market repricing that risk.
The entire AI computing supply chain is selling off:
$NVDA -6%
$TSLA -9%
$PLTR -8%
$ORCL -4%
$AVGO -6%
$TSM -7%
$ASML -6%
$AMD -12%
$MU -10%
$SNDK -14%
$DELL -10%
$CRWV -9%
$NBIS -13%
$BE -15%
$SMCI -8%
$ANET -7%
$MRVL -10%
$IREN -12%
$CORZ -9%
$APLD -13%
$COHR -10%
$AAOI -14%
$LITE -11%
He repeatedly warned that this AI boom looks more like the dot-com bubble of 2000, with much of the spending on computing capacity lacking support from real end-user demand. Today's broad sell-off is the market repricing that risk.
