Michael Burry's logic this tim

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Michael Burry's logic this time is very clear, pointing directly to the core pain point of the current AI bubble:

Debt Heard: Oracle has shouldered up to $95 billion in debt in order to build the AI cloud center.

Capital expenditures are out of control: He believes that Oracle's massive investments may stem from management's "Ego" rather than actual needs.

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.

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Eason8668
·01-13
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清晰个屁，他说的问题所有ai股都有，又说别的公司有其他业务，难道甲骨文没有吗？典型的矛盾逻辑，就是为了自己手里马上爆仓的票争取空间。
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- LanlanCC:
  Feel free to read by latest post if you like to have a simple comparision with a high grade company
  01-13 21:01
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t145
·01-15 09:46
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MB is a passe trying to relive his glory days.
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- LanlanCC:
  是吧
  01-15 12:31
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LanlanCC
·01-13
u mean , nvda , pltr or oracle?
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MO75
·01-13
But MB short the wrong AI company.
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oracle?","likeSize":0,"commentSize":0,"subComments":[],"verified":10,"allocateAmount":0,"commentType":"valid","coins":0,"score":0,"disclaimerType":0},{"id":521127456273456,"commentId":"521127456273456","gmtCreate":1768256826318,"gmtModify":1768256831304,"authorId":3585255751373364,"author":{"id":3585255751373364,"idStr":"3585255751373364","authorId":3585255751373364,"name":"MO75","avatar":"https://static.tigerbbs.com/d033068949889afd8c31c73da66c8e75","vip":1,"hat":"https://static.tigerbbs.com/b0a2963eb37c60c5d6d4a8dbcd266952","crmLevel":5,"crmLevelSwitch":1,"individualDisplayBadges":[]},"repliedAuthorId":0,"objectId":521060989571344,"objectIdStr":"521060989571344","type":1,"supId":0,"supIdStr":"0","prevId":0,"prevIdStr":"0","content":"But MB short the wrong AI company.","text":"But MB short the wrong AI company.","html":"But MB short the wrong AI 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