Michael Burry
Founder, Scion Asset Management United States
United StatesCentrist
The AI boom is the housing bubble with GPUs: hidden debt, stretched depreciation, and a crowd that can't imagine losing. He can.
- The next Big Short
- Hidden debt: $1.65T
- Depreciation games
- Cassandra Unchained
- Beginning of the end
- Micron short
- I was wrong to say sell
- Always early
- Deleted tweets
- Fear of missing out
Community poll — liberal or conservative?
Liberal 617 (52%)(48%) 580 Conservative
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- Social post
Disclosed shorting Micron at $1,051.87 — after a ~700% one-year run — attributing the rally to "fear of missing out, the greater fool theory, and public commitment bias," and calling a new Korean chip hub "the beginning of the end."
Source: TheStreet ↗