Portfolio Performance
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Michael Burry vs WSJ: Why Being Early Isn’t Being Wrong
From Market Crashes to Nuclear Reactors
The Commoditization of Compute: Burry’s Warning on Infrastructure Spending
The AI Reckoning: Michael Burry’s Warning on the Next Great Write-Off
The Hidden Cost of AI’s Gold Rush: Burry on SBC and the ROIC Illusion
The Blessed Fraud Recurrence: Burry’s Case Against the AI Buildout