Investor Michael Burry warns "the end is nigh" for the AI market, sharing charts of declining valuations

@SwingCityAlpha he left off a few gems like GameStop and PayPal

He got the entire china trade right. He was also right on healthcare longs. AI trade is a momentum one not a value one, so I don't understand momentum traders dunking on a deep value investor for walking the talk on his specific philosophy.

This is like dunking on Jane or Virtu for missing the entire AI trade.

@jbulltard1 Andrea is NOT fucking around lol

@jbulltard1 Can we just admit that Burry got incredibly lucky during 2008 and has been riding that game ever since

@jbulltard1 Don’t forget $FISV which I also commented on and got me blocked 🤣🤣

@jbulltard1 I don’t pretend to be near as good as Burry but I can’t help but think his legendary bets in MBS and GameStop have gotten to his head a little bit. Is it really worth listening to someone who hits a home run approximately once a decade?

@jbulltard1

@jbulltard1 How fast is Burry sprinting to the block button?

@jbulltard1 He's completed his evoluton from Christian Bale to The Joker.

@ManageDeclineUK @jbulltard1 There’s no world where longing Adobe and Lululemon in 2026 is smart.

@ns123abc AI is not a bubble, but there is a bubble around AI compute, for what we get out of AI at the current sota. if the sota makes inference more of a financial (not just a strategy story) win, there is no compute bubble. there is little doubt capabilities will continue to grow.

@ns123abc but 2 things might happen: short term value expectation is too inflated, leading to overinvestment, which then can crash the market even if AI itself continues to improve throughout a market crash (and later on undoes it, though when is unknown), and or

@ns123abc structural limitations of fontier AI remain unadressed and that creates a mismatch between AGI expectations and AGI-ish AI delivery, generating a crash.

@jbulltard1 Brutal . I do like his lulu position tbh

@jbulltard1 I give Andrea 2 years of day trading before she’s insolvent trading 50 dollars a handjob beneath the Brooklyn bridge

@jbulltard1 It kept getting better and better

@jbulltard1 No one gives him credit for long Samsung

@jbulltard1 bulltard name checks out ..

@ns123abc when it pops everything will go straight up. the popping moment will be when a fable class model can run locally on mobile.

@jbulltard1 Andrea looks smart now but if the market is severely downturned in 1, 2 years, to the point where its lower than it was in 2023 or 2022, then Burry will look smart.