[PERSON]
Jordi Visser
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Situations
Investor skepticism and bubble warnings on AI
17 clusters · 59 sources · last updated
Latest: AI infrastructure spending surpasses U.S. residential investment
Since early July 2026, fund manager Michael Burry has warned that rapid AI-related investment expansion may be forming a bubble. Burry has taken short positions in Nvidia, Micron, Oracle, Tesla, Palantir, and Applied Mat