"Big Short" Michael Burry "Returns," Publishes Column Warning of AI Bubble Risks

ChainCatcher News, according to Wallstreetcn, after experiencing rumors of fund liquidation and “the amount shorting AI being exaggerated by the media a hundredfold,” Michael Burry, the prototype of the movie "The Big Short" and a well-known investor, fulfilled his promise and made a timely “return” on November 24 local time.

He expressed his view of “shorting AI” by publishing his first column article, “The Main Sign of a Bubble: Supply-Side Gluttony.” In this article, he officially declared war on the current AI frenzy, with Nvidia at the center of the storm. He directly pointed out that Nvidia is the Cisco of today.

In response to the recent mainstream market view that “tech giants are highly profitable, so there is no bubble,” Burry offered a direct rebuttal in his article. He cited data from the peak of the 1999 internet bubble, pointing out that the prosperity at that time was also driven by highly profitable companies, not just small websites with no revenue. Burry stated that the key issue with the current AI boom is “catastrophic oversupply and far insufficient demand.” He asserted: no matter how many people try to prove that this time is different, history from 1999 is repeating itself.