from ZeroHedge:
One day before Halloween (perhaps he would have been better served to wait a few hours for give it a spookier, Oct 31 post date), the “Big Short” Michael Burry emerged from his periodic X/Twitter hibernation, where he tends to nuke his account every so often, only to reemerge several months later, with a cryptic post in which he references both the classic movie WarGames, and the movie Big Short (in which Christian Bale plays him). It said “Sometimes, we see bubbles. Sometimes, there is something to do about it. Sometimes, the only winning move is not to play.”
TRUTH LIVES on at https://sgtreport.tv/
Sometimes, we see bubbles.
Sometimes, there is something to do about it.
Sometimes, the only winning move is not to play. pic.twitter.com/xNBSvjGgvs— Cassandra Unchained (@michaeljburry) October 31, 2025
He followed it up with another post earlier today, which hinted that – as Goldman first did last summer – the return on AI was just too little, and like the early days of the dot com bubble when there was a massive overspending on fiber capex, so too many of the leading companies of the current AI bubble would crash and burn.
