AI Buildout Repeats Three Enron Financial Tactics, but Is Not Doomed to Crash
Technology

AI Buildout Repeats Three Enron Financial Tactics, but Is Not Doomed to Crash

Santa Clara professor Ram Bala says private credit, mark-to-model demand and circular vendor financing echo Enron legall...

Eitan Shapiro 👁 53 💬 0
'Big Short' Investor Michael Burry Shorts Oracle and Nebius Amid AI Overbuild Fears
Markets

'Big Short' Investor Michael Burry Shorts Oracle and Nebius Amid AI Overbuild Fears

Michael Burry reveals short positions in Oracle and Nebius, warning of 'fat, easy to shoot' AI companies gorged on off-b...

Yael Ben-David 👁 33 💬 0
Michael Burry's SOXX Short Looks on Track After Chip ETF's Worst Month Since 2008
Markets

Michael Burry's SOXX Short Looks on Track After Chip ETF's Worst Month Since 2008

Michael Burry's bearish wager on the iShares Semiconductor ETF is paying off: SOXX fell 21% in July, its worst month sin...

Yael Ben-David 👁 36 💬 0
Cuban and Burry Sound Alarm Over Nvidia’s AI Deal Web, Warn of Dot-Com Style Risks
Technology

Cuban and Burry Sound Alarm Over Nvidia’s AI Deal Web, Warn of Dot-Com Style Risks

Mark Cuban and Michael Burry have issued stark warnings about Nvidia’s heavy financing of AI customers, comparing the ch...

Eitan Shapiro 👁 44 💬 0