The Economic Times

AI bubble to burst sooner than expected? Michael Burry believes it would take only one season of revenue disappointment

Michael Burry has accelerated his bearish outlook on AI stocks, shifting toward leveraged put options and expecting an earlier bubble burst. Citing research that weak AI revenue could trigger spending cuts, Burry compares current conditions with 1987 and the dotcom crash, while warning that excessive valuations and AI investment create market risks.