Michael Burry has fired another shot at AI kingmaker Nvidia. The investor, who rose to fame in “The Big Short,” took aim at the Jensen Huang-led chipmaker in a new Substack post on Tuesday. This time, he flagged what he sees as “serious competition” for the GPU firm, pointing to reports about Etched, an AI
Michael Burry says the seemingly unassailable positivity around AI reminds him of the dot-com and housing bubbles — and warns the mania could have far more devastating consequences than Enron’s collapse. A subscriber to Burry’s Substack told him in a chat thread this week that it felt like “we are witnessing a massive coordinated effort
John Hussman doesn’t move. The famous permabear, best known for calling out the dot-com bust, remains unfazed by his prediction of a big stock crash to come. He says there are a handful of warnings suggesting markets have reached a “speculative extreme” that possibly even exceeds the years before 1929 and 2000. Overall, signs point
