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01-15 09:46

MB is a passe trying to relive his glory days.

@LanlanCC:Michael Burry's logic this time is very clear, pointing directly to the core pain point of the current AI bubble: 1. Debt Heard: Oracle has shouldered up to $95 billion in debt in order to build the AI cloud center. 2. Capital expenditures are out of control: He believes that Oracle's massive investments may stem from management's "Ego" rather than actual needs. 3. The structure is fragile: unlike Microsoft or Google where there is multi-business support, Michael Burry believes that Oracle's high stakes on AI are extremely high.

2021-04-21

it's about time they started to weed out the freeloaders

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