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michaeljburry.substack.com
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Cassandra Unchained | Michael Burry | Substack
Cassandra Unchained is now Dr. Michael Burry’s sole focus as he gives you a front row seat to his analytical efforts and projections for stocks, markets, and bubbles, often with an eye to history and ...
michaeljburry.substack.com
November 25, 2025 at 11:54 PM
michaeljburry.substack.com
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open ai is going BK Oracle stock is going to crash as the entire AI Ponzi collapses.
Google's AI loses money as every AI co. does
= the demand for AI data center rental will crash
The very low-cost Chinese AI will survive and dominate
=huge stock market crash same as Dotcom collapse
Google's AI loses money as every AI co. does
= the demand for AI data center rental will crash
The very low-cost Chinese AI will survive and dominate
=huge stock market crash same as Dotcom collapse
November 25, 2025 at 2:59 AM
open ai is going BK Oracle stock is going to crash as the entire AI Ponzi collapses.
Google's AI loses money as every AI co. does
= the demand for AI data center rental will crash
The very low-cost Chinese AI will survive and dominate
=huge stock market crash same as Dotcom collapse
Google's AI loses money as every AI co. does
= the demand for AI data center rental will crash
The very low-cost Chinese AI will survive and dominate
=huge stock market crash same as Dotcom collapse
www.theinformation.com/articles/goo...
This is the beginning of the end for Nvidia investors who will see their shares decline in price by 95% over the next few years
Chinese AI proves you don't need Nvidia
And China has other new non-gpu compute that is a hundred times better than Nvidia
This is the beginning of the end for Nvidia investors who will see their shares decline in price by 95% over the next few years
Chinese AI proves you don't need Nvidia
And China has other new non-gpu compute that is a hundred times better than Nvidia
Google Further Encroaches on Nvidia’s Turf With New AI Chip Push
Google is picking up the pace of its efforts to compete directly with Nvidia in the AI chip business. For years, the search giant has rented its own AI chips, known as tensor processing units, to clou...
www.theinformation.com
November 25, 2025 at 2:50 AM
www.theinformation.com/articles/goo...
This is the beginning of the end for Nvidia investors who will see their shares decline in price by 95% over the next few years
Chinese AI proves you don't need Nvidia
And China has other new non-gpu compute that is a hundred times better than Nvidia
This is the beginning of the end for Nvidia investors who will see their shares decline in price by 95% over the next few years
Chinese AI proves you don't need Nvidia
And China has other new non-gpu compute that is a hundred times better than Nvidia
I'm short the QQQ which is effectively nvda so shut the f****** you piece of s***
November 24, 2025 at 3:24 AM
I'm short the QQQ which is effectively nvda so shut the f****** you piece of s***