He warned everyone back in 2008, but almost nobody paid attention.
They laughed at him during the housing boom.
They brushed him off as the cracks spread through the system.
They only took him seriously once everything collapsed.
And now, heโs gone quiet again.
Michael Burry โ the same investor who predicted the 2008 meltdown โ has shut down his fund, stepped out of the public eye, and left behind one final move. Itโs a $9.2 million position that could turn into roughly $240 million if the AI fever breaks. It doesnโt feel like a normal trade. It feels like a signal.
There are numbers sitting in plain sight that people prefer not to acknowledge.
Palantir trading at valuations that look more like belief than business.
NVIDIA spending staggering sums on hardware that loses value almost as soon as it ships.
AI companies stacking up billions behind accounting tactics that resemble the tricks used before major corporate blowups in the past.
Itโs the same old risk, just dressed differently.
Meanwhile, the pressure is building.
In 2025, big tech firms are expected to pour around $200 billion into AI infrastructure.
Revenues arenโt rising fast enough to justify it.
Energy demand is exploding.
Profit cycles are straining under their own weight.
Then Burry disappeared again โ leaving only one cryptic line behind:
โNovember 25th โ something unchained.โ
So what is he really betting on?
Not a specific company.
Not a single sector.
Not any one direction.
Heโs betting against the illusion that endless money, endless chips, and endless hype can suspend reality forever.
Last time, it took 18 months for the cracks to widen.
Last time, he walked away with a massive win.
Last time, the warning didnโt sink in until the damage was already done.
Maybe this time, we pay attention before it all goes up in smoke.
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