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Developing story · 2 episodes · 29 Sept to 1 Oct

Burry's AI Market Crash Predictions

The saga follows hedge fund manager Michael Burry as he warns that the AI boom, including OpenAI and Anthropic IPOs, will trigger a market crash. After the latest episode, Burry has expanded his critique to Nvidia, claiming its AI GPU hype echoes a 1960s tech bubble, intensifying his call for a market correction.

  1. Investor Burry warns Nvidia’s AI GPU claims echo 1960s tech leasing bubble

    Michael Burry, the investor behind The Big Short, argues Nvidia’s AI infrastructure valuations rely on flawed accounting. In his Cassandra Unchained newsletter, Burry criticizes Nvidia’s use of…

    1 source
  2. Burry says markets should tank to stop OpenAI, Anthropic IPOs

    Investor Michael Burry has warned that stock markets "should tank hard" to prevent the potential initial public offerings of OpenAI and Anthropic. He argues that current valuations are unsustainable…

    3 sources
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