‘Big Short’ investor Michael Burry warns Nvidia is the Cisco equivalent in today’s AI boom: ‘Sometimes the new company is the same company on a pivot’
Michael Burry has doubled down on his concerns of an AI bubble, drawing similarities between Cisco during the late ‘90’s dot-com crash and one key tech company today. In his first Substack post entitled “The Cardinal Sign of a Bubble: Supply-Side Gluttony” published on Sunday, Burry, who was made famous for his prescience on the … Read more
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