Michael Burry made $100M by betting against the housing market in 2008, now he’s set his sights on AI with these moves

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• Sometimes we see bubbles. Sometimes there is something to do about it. Sometimes the only winning move is not to play

  80% confidence

• If offered 1% of all apartment houses in the country for $25 billion, he would write a check

  80% confidence

• Alphabet's share price will crater after announcing 100-year bond, similar to Motorola in 1997

  80% confidence

• Bitcoin is about to death spiral

  80% confidence

• The two companies Burry is shorting are the ones making all the money, which is super weird

  80% confidence

• Goldman Sachs forecasts a possible 10%-20% drawdown in stocks sometime in the next 12 to 24 months

  80% confidence

• People don't have typically an adequate amount of gold in their portfolio. When bad times come, gold is a very effective diversifier

  80% confidence

• The idea that chips and ontology is what you want to short is batshit crazy

  80% confidence

• A bunch of the capital that's being deployed in AI will actually not produce any returns

  80% confidence