Cart Before the Horse: Michael Burry’s AI Reality Check | Commentary Cart Before the Horse: Michael Burry’s AI Reality Check | January 29, 2026 “This @waitbutwhy illustration is 🔥🔥🔥” — Elon Musk (@elonmusk) “Cart before monkey robot people. No one has invented AI yet.” — Cassandra Unchained (@michaeljburry) responding to Elon Musk In nine words,…
The Yen Reversal: When Japan’s “Widow Maker” Trade Finally Breaks | The Yen Reversal: When Japan’s “Widow Maker” Trade Finally Breaks | January 26, 2026 “The Japanese yen is long, long overdue for a trend reversal. The consequences would be many, but investors in the US should be aware that repatriation of funds (chasing higher…
Too Big to Save: Michael commentaBurry on the AI Bubble and the Illusion of Rescue | Too Big to Save: Michael Burry on the AI Bubble and the Illusion of Rescue Analysis of Michael Burry’s AI Bubble Warning | January 21, 2026 “This is not surprising and will not end with OpenAI. All the capital…
The Mathematics of Looking Like an Idiot: Burry on Value Investing | The Mathematics of Looking Like an Idiot: Burry on Value Investing | January 17, 2026 “Just your daily reminder that stocks are expensive. To put it in the context of my recent ‘Fee Fi FOUR Umm…’ post, specifically the expected return discussion surrounding…
The Hidden Cost of AI’s Gold Rush: Burry on SBC and the ROIC Illusion | The Hidden Cost of AI’s Gold Rush: Burry on SBC and the ROIC Illusion | January 14, 2026 “I would track shareholder-based compensation’s (SBC) all-in cost before saying productivity is making a record run. At Nvidia, I calculated that roughly…
The Commoditization of Compute: Burry’s Warning on Infrastructure Spending | The Commoditization of Compute: Burry’s Warning on Infrastructure Spending | January 13, 2026 “What this post says is that if you do not know your history, you cannot see that compute will ultimately accrue to the customer, not to bare metal suppliers of compute. $MSFT…
The AI Reckoning: Michael Burry’s Warning on the Next Great Write-Off |Commentary The AI Reckoning: Michael Burry’s Warning on the Next Great Write-Off Commentary | January 12, 2026 “Agreed. And still, return on investment will continue to fall, almost all AI companies will go bankrupt, and much of the AI spending will be written off….
From Market Crashes to Nuclear Reactors: Burry’s Infrastructure Moonshot | Commentary From Market Crashes to Nuclear Reactors: Burry’s Infrastructure Moonshot Commentary | January 11, 2026 “If I had the ear @JDVance @realDonaldTrump @DonaldJTrumpJr @GovRonDeSantis @LeaderJohnThune, I would ask them to take a trillion dollars (since trillions just get thrown around like millions now) and bypass…
The Blessed Fraud Recurrence: Burry’s Case Against the AI Buildout |Commentary The Blessed Fraud Recurrence: Burry’s Case Against the AI Buildout Commentary | January 11, 2026 “The Blessed Fraud Recurrence addresses, in long form, questions raised in the original Unicorns & Cockroaches: Blessed Fraud article about AI buildout depreciation schedules and potential earnings overstatement by…
The Difference Between Wrong and Early: A Response to WSJ |Commentary The Difference Between Wrong and Early: A Response to WSJ Commentary | December 28, 2025 “@WSJ is libelous trash now. Michael, if he had one failing in the dot-com cycle, it was being early to the process. The housing bubble? It was being early…