Michael Burry explains why $PLTR & $NVDA's collapse will be worse than Nortel & Cisco in 2000.

How can anyone think Nvidia will collapse? Its sales can slow down.. but it's the most in-demand product in modern history. Collapse is overly sensationalist. Burry should write finance for the New York Times with that language.

Remember when he told everyone to sell right before stocks started ripping in 2023…good times

Circular economy brings them all down together.

Credit (borrowing money to overbuild) is the last phase of every boom-bust cycle & right now AI cap ex is at the same peak point as the railroad, dot-com bubble, 2005 housing & shale oil fracking boom of 2010-2019. Most interesting? market prices peak first & by one full year

PLTR has massive government contracts. They are not collapsing.

Because… he’s short. It’s not rocket science…

This guy really playing with fire

Burry is lost he forgot about the fed put ?

Closed his firm this year you forgot to mention that, guy hasn’t been right about anything since because perma bears are never right long term.

the condition of NVDA is completely different from the companies who is dead in 2000... NVDA is ultra rich and earning huge money...

He have said many things since many years nothing has come out to be true he has been shouting about recession all over the world since 6-7 years nothing has happened if his prediction came out to be true one time doesn't mean he's right always

Michael Burry's thesis: NVIDIA is this era's Cisco dot com hype that led to massive infra overbuild that went unused. Big flaw (easy for non-tech folks to miss): Internet buildout was upfront capex that got cheaper over time. AI? Scaling means perpetual opex; every token/query costs $, and efficiencies aren't dropping costs fast enough to make it "free" like bandwidth did. Demand might sustain, not crash. Bubble? Maybe, Maybe not. Every time token costs money goes down we get this paradox were usage increases.

Bro has been calling for a recession every year.

he's getting smoked on $pltr

$NVDA 100%, $PLTR sure but slower, it’s a back office boring must have for now. For Nvidia, back when PCs were exploding on the world scene, Intel was the absolute goat. Nobody came even close, then ultimately, eventually, always, the whole world catches up and down-we-go.

Hes a bozo lol

The burry ballsack lickers are the worst people on this site

When is this supposed to happen?

The same round trip financing play that has been used in: pharma, auto, aviation and every other high innovation industry that’s ever existed.

Guy seems delusional, says nvda got lucky and had nothing to do with AI.

His fund collapsed before making a lower low 🤝

I just want to know what is his 10 year track record. That’s all there is to know. He hasn’t said anything insightful whatsoever.

New sidequest: let’s all just buy more Nvidia to make burry go back in his hole so he can get off our timelines.

It was a good interview

🤣🤣🤣🤣🤣🤣🤣🤣🤣🤣🤣🤣🤣🤣🤣🤣🤣🤣🤣🤣🤣🤣🤣🤣🤣🤣🤣🤣🤣🤣 Yup, the trader who was right to see where the market was goingonce and concluded the market goes where he says it will go 🤣🤣🤣🤣🤣🤣 I am sure there were people shorting Nvidia during the 2000 bubble too 🤣🤣🤣🤣🤣

He is correct. Too many holes in the technology.

I wonder what part of deep space solar Ai satellites he doesn’t understand?

@grok, do you think $NVDA will collapse and go to zero?

Fucking moron wasn't even out of diapers when Nortel was committing fraud Accounting rules changed since then

He has been right…….once.

He does not explain anything in this podcast with Michael Lewis - you have to read what he provides as content.

PLTR will absolutely soar when Venezuela is invaded.

Everyone with a brain knows this

Innate value is no longer the driver here. Mergers, new products and surprises will continue here. Plus how many in Congress owning these also plays a role.

He is not a seer. He just said his opinion 🫩