ᴛʀᴀᴄᴇʀ|5月 09, 2026 20:19
🚨 WARNING: THE GREAT RECESSION IS ABOUT TO REPEAT!!
While the entire market is blindly chasing AI narratives.
The smartest investors from 2008 are already positioning for a MASSIVE RESET.
Michael Burry predicted the housing crash before anyone else.
And now he is betting AGAINST the AI boom.
Scion's Q3 2025 13F filing disclosed over $1 BILLION IN SHORTS.
Scion opened huge bearish positions against Nvidia and Palantir worth nearly $1.1 BILLION.
Burry believes the market is massively mispricing AI companies.
His main argument is simple:
"Big tech firms are extending the “lifespan” of AI hardware in accounting reports to inflate profits."
AI chips become outdated because competition moves too quickly.
Burry says this accounting trick artificially added around $176 BILLION in fake profits across the market.
Things got so extreme that, in late 2025, he even restricted outside investors from entering his fund.
And then there’s Buffett:
He isn’t screaming on TV or making dramatic moves.
But his actions say enough.
The Buffett Indicator has climbed above 227%.
One of the highest levels ever recorded.
Buffett previously warned that levels above 200% are “playing with fire.”
Meanwhile, Berkshire Hathaway is sitting on a RECORD $373 BILLION cash pile.
That’s not accidental.
Buffett appears to be waiting for the AI bubble to crack so he can buy great companies at distressed prices—exactly like after 2008.
Here’s why some believe the AI collapse could actually happen:
> ROI PROBLEM
Over $600 BILLION has already been poured into AI infrastructure.
But many AI businesses still struggle to generate profits that even cover operating costs.
If real monetization doesn’t arrive soon, investor confidence could collapse fast.
> CHATGPT GROWTH SLOWING
Reports claim OpenAI failed to hit internal growth expectations.
Losses are reportedly still massive, while user growth is no longer exploding like before.
When the market leader starts slowing down, panic spreads quickly.
> DOTCOM BUBBLE PARALLELS
This is starting to resemble 1999 all over again.
Back then, investors massively overbuilt internet infrastructure.
Today, the same thing may be happening with AI chips and data centers.
This sounds SCARY, but I will keep you updated on everything here.
When I rotate money, I will post my moves here so my FOLLOWERS can SAVE their money.
Follow me and turn NOTIFICATIONS ON, as I will share my strategy soon.
Many will regret not following me earlier...(ᴛʀᴀᴄᴇʀ)
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