Shay Boloor(@StockSavvyShay):Michael Burry just laid out a long case for $META arguing that hyperscaler AI spending could lift its implied AI-services margins by ~10%. Pretty interesting coming from someone who's been so critical of AI spending boom and is now pointing to where those investments could actually pay off.

Shay Boloor

@StockSavvyShay

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Shay Boloor@StockSavvyShay

2026.10.28 17:39

Michael Burry just laid out a long case for $META arguing that hyperscaler AI spending could lift its implied AI-services margins by ~10%. Pretty interesting coming from someone who's been so critical of AI spending boom and is now pointing to where those investments could actually pay off.