Source Post
Michael Burry Really F**K'd Up | AI Collapse
Nov 11, 2025
The creator discusses Michael Burry's claims that companies like Oracle, Meta, and Google may be overstating revenues related to AI chips. The creator explains accounting principles for depreciation and argues that if older chips are still at 100% utilization, they haven't lost value as quickly as accounting might suggest, implying Burry's revenue concerns might be misplaced in the current AI boom.
Linked Mentions
Tickers discussed in this post
Linked Signals
Tracked calls opened from this post
No linked signals were opened directly from this post.