500 billion dollars that they're getting from BlackRock, etc., uh where they're going to get their clients to then invest back in Nvidia. He says all the signs are here about, you know, compute pricing, whether the demand is realistic, and ultimately I think the best argument is um the expenses, right? How much these AI companies are spending versus what their revenue is. Is that a durable business model at these kind of extended crazy prices? So, Michael Burry has been right in the past, right? Michael Burry shorted the top of the stock market and the housing market in 2008, okay?
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