Bobby Allen
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Appearances Over Time
Podcast Appearances
Peter Thiel's hedge fund selling off a massive investment in Nvidia came after SoftBank did the same last week.
Together the moves are stoking investor concern that the AI industry is in a speculative bubble that could soon pop.
Tech firms are pouring billions into AI data centers and infrastructure.
Wall Street trader Michael Burry has become a prominent voice in the AI bubble discourse.
Burry made hundreds of millions of dollars by betting against the housing market before the subprime mortgage crash.
and was a central figure in the book The Big Short.
Burry recently revealed that his asset management company is betting against NVIDIA.
He wrote on X, Sometimes we see bubbles.
Peter Thiel's hedge fund selling off a massive investment in NVIDIA came after SoftBank did the same last week.
Together, the moves are stoking investor concern that the AI industry is in a speculative bubble that could soon pop.
Tech firms are pouring billions into AI data centers and infrastructure.
Wall Street trader Michael Burry has become a prominent voice in the AI bubble discourse.
Burry made hundreds of millions of dollars by betting against the housing market before the subprime mortgage crash.
and was a central figure in the book The Big Short.
Burry recently revealed that his asset management company is betting against NVIDIA.
He wrote on X, Sometimes we see bubbles.