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…