Michael Burry says the AI semiconductor bubble is ready to pop the same call he made before the 2008 crash. His thesis: AI semiconductor demand is overstated, memory chip inventory will build up, and the bubble in AI chip names is ready to burst. His track record: • Called 2008 housing crash correctly • Called 2000 dot-com bubble correctly • But he’s also been EARLY and WRONG multiple times, shorted TSLA in 2021, covered at a loss
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