Cassandra Unchained
@michaeljburry
Official X account for Michael Burry, MD, called "Cassandra" by Warren Buffett. Now on Substack My Web Site:
加入 November 2011
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This is fake news.
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.
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