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Michael Burry
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- Money & business 2
- Compute & infrastructure 1
The AI bubble argument goes mainstream
Michael Burry's public wager against AI infrastructure spending and a record $61 billion of data-centre dealmaking pushed 'circular deals' and depreciation accounting into mainstream financial coverage.
Money & business · Compute & infrastructure
Michael Burry discloses large short positions against Nvidia and Palantir
Scion Asset Management's 13F showed put options on 5 million Palantir shares and 1 million Nvidia shares, worth $912m and $187m in notional terms.
Money & business