Michael Burry has been shorting NVDA since November, stock is up 30% since then. At what point do we stop treating this guy like a prophet?
Look, I get it. The man called 2008, made a billion dollars, got a movie made about him with Christian Bale. Legendary stuff. But can we talk about how this dude has been screaming "beginning of the end" for AI stocks for the better part of a year now while Jensen keeps printing money. Every quarter it's the same thing. Burry files his 13-F showing he's doubling down on puts against NVDA and PLTR. Financial media runs the headline "Big Short investor warns of collapse." We all panic for about 45 minutes. Then earnings drop, guidance gets raised again, and the stock rips another 8%. I'm not saying AI isn't overheated. Half the companies slapping "AI" into their earnings calls have about as much actual AI as my toaster. But there's a difference between "this will correct eventually" and being early for so long that you've basically just been wrong. The guy was massively short on Tesla years ago too. How'd that work out? Sometimes being the smartest person in the room just means you're to
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