As per Chainthink, on November 24, Michael Burry, the investor known for his role in the 2008 housing crisis and depicted in 'The Big Short,' returned to public commentary with a column titled 'Signs of a Bubble: The Supply-Side Feast.' In the article, Burry warned of a potential AI bubble, comparing the current AI hype to the dot-com bubble of 1999 and specifically targeting NVIDIA as the 'Cisco' of this era. He argued that despite the high profitability of tech giants, the AI boom is driven by excessive supply and insufficient demand, suggesting a historical pattern is repeating.
Michael Burry Returns, Warns of AI Bubble Risk in Column
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