jon 65

🚨 He warned the world in 2008 — no one listened. Now he’s issued another warning, and it’s even stranger. Michael Burry, the investor who predicted the housing collapse, has shut down his fund, disappeared from public view, and left behind one last move: a $9.2M position that could become $240M if the current AI bubble bursts. It’s less a trade and more a siren. 🔍 What He’s Pointing At Palantir: trading at 449× earnings, treated like a belief system instead of a business. NVIDIA: spending billions on GPUs that lose value almost instantly. AI companies: hiding $176B behind accounting tricks reminiscent of the pre-Enron era. Burry’s message: this isn’t innovation — it’s another subprime bubble wearing new clothes. ⚠️ The Pressure Building Big Tech is spending $200B on AI infrastructure in 2025. Revenue growth is minimal. Energy demand is exploding. Profit cycles are collapsing. Before disappearing, Burry left a final cryptic note: “November 25th — something unchained.” 🎯 What Is His Bet? He’s not targeting a single stock or sector. He’s betting against the illusion — the belief that infinite capital, endless GPUs, and nonstop hype can beat real economic fundamentals. Last time, it took 18 months. Last time, he walked away with $100M. Last time, the world realized too late. Summary Michael Burry has closed his fund and placed a high-conviction bet against what he believes is an AI-driven financial bubble resembling the 2008 crisis. Overvalued tech stocks, unsustainable spending, and accounting red flags form the core of his warning. His disappearance and cryptic message have amplified concerns that a major market correction could be near. Maybe this time, the signs will be recognized before the system cracks. #MarketPullback #TrumpTariffs #CryptoScamSurge #USEUTradeAgreement