Um and he continues to say that um uh his thesis is that GPU depreciation is running faster than operators model. Coreweave signing A100 contracts through 2029 cuts directly against it. So, here's the thing. Michael Burry is shorting pretty much the only market that seems to be doing well. Right? So, the only market that seems to be doing well, he is double downing on shorts. He's shorting Nvidia, Oracle, he's shorting um Nebius. Like he is short AI. He is consistently saying that, you know, all the stocks that everyone is buying, um the AI trade is, you know, peaking.
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