Burry's AI Bubble Warning

Benzinga

Michael Burry says the AI boom could run much longer even as risks grow, warning of supply excess, hype-driven momentum, and a market nearing a major top. He compares Nvidia to Cisco in the dot-com era.

Transcript

00:00It's Benzinga, bringing Wall Street to Main Street.

00:03Michael Burry warned that the timing of an AI bubble burst is impossible to predict

00:06and said the rally could continue even as risks build, according to a Substack post.

00:12The investor said the stock market may be approaching both a powerful upside move

00:16and a generational top. He cited supply-side excess, including large-scale data center

00:21construction and multi-billion dollar commitments without clear end-user demand.

00:26Burry criticized NVIDIA and CEO Jensen Huang for fueling AI hype through marketing.

00:31He cautioned against shorting stocks or buying puts,

00:33saying overvalued stocks often show strong momentum.

00:37Burry launched the paywalled Substack Cassandra Unchained in November,

00:40where he has compared NVIDIA to Cisco during the dot-com era.

00:43For all things money, visit Benzinga.com.

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