Michael Burry

“Alibaba’s share price would have to “fall by half for me to get interested again.””

“estimating that big cloud firms were understating AI depreciation by about $176 billion from 2026 through 2028.”

“estimating $176 billion of understated depreciation industry-wide from 2026 to 2028, with Oracle overstating earnings by near 27% and Meta near 21%”

“I was the first and created the trade. I sent people to teach Paulson. And I showed Greg Lippmann the trade. I showed Peter Thiel and others. I also showed Goldman exactly what I was doing when they …”

“nearly 2 million X followers”