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Burry Shorts AI Stocks Amid Surge | Durham News
Michael Burry, the 2008 housing crisis predictor, is betting big against the AI boom—increasing short positions on overvalued AI stocks like Nebius, an AI cloud provider whose pricing model he calls unsustainable. While Nebius’s revenue soars over 450% YoY and profits jump, Burry zeroes in on its capital-intensive spending—equipment costs nearly ten times reported revenue—and questions if this explosive growth can last. He’s not just betting against AI—he’s betting that market euphoria ignores the hard economics of scaling AI infrastructure. Listen in comfort:Get a discount on a Soli Pillow…
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