"Big Short" Michael Burry "returns," publishing a column warning of the risks of an AI bubble.

According to Mars Finance, on November 25th, citing Wall Street News, after rumors of fund cancellations and media exaggerations of short AI short-selling activities, Michael Burry, the real-life inspiration for the film "The Big Short" and a well-known investor, made his timely "return" on November 24th. He published his first column, "The Main Signs of a Bubble: The Gluttony of the Supply Side," to express his views on short AI. In this article, he formally declared war on the current AI craze, with Nvidia at the center of the storm. He directly compared Nvidia to Cisco in its heyday. Burry sharply refuted the mainstream view that "tech giants are highly profitable, therefore there is no bubble" in the article. He cited data from the peak of the 1999 dot-com bubble, pointing out that the boom was driven by highly profitable companies, not just small websites with no revenue. In his article, Burry points out that the key problem with the current AI craze is "catastrophic oversupply and far from sufficient demand," and asserts that no matter how many people try to prove that this time is different, history is repeating itself in 1999.