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Michael Burry Warns of AI Bubble With 'Lord of the Rings' Meme
Business Insider· 2025-11-17 21:21
Michael Burry fired off a warning about the AI boom in a "Lord of the Rings" wrapper on Sunday, and teased that he'll release more of his contrarian research in the coming days. "One chart to refute them all … to be continued Nov 25th, or before," the investor of "The Big Short" fame posted on X. Michael Burry's November 16 post on X. @michaeljburry He attached a column chart tracking the S&P 500's total capital expenditures over the past 35 years, with depreciation subtracted and amounts divided by n ...
The Good Kind of Bubble — When Overinvestment Becomes Engine, Not the Enemy
Investing· 2025-10-10 16:32
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