“大空头”伯里解锁新身份，专扒AI泡沫与英伟达的底！

Group 1 - Michael Burry, known for shorting subprime mortgages, has launched a paid Substack newsletter focusing on financial markets, specifically targeting Nvidia [1] - Burry's newsletter, titled "Cassandra Unchained," has over 21,000 subscribers and costs $39 per month, with a commitment to publish at least one article weekly [1] - In his writings, Burry compares the current AI boom to the internet era of the late 1990s, indicating concerns about potential market bubbles [2] Group 2 - Major tech companies, including Microsoft, Google, Amazon, and Oracle, plan to invest nearly $3 trillion in AI infrastructure over the next three years, with Nvidia playing a central role [2] - Burry has intensified his criticism of tech giants, questioning the sustainability of cloud infrastructure growth and accusing suppliers of using aggressive accounting practices to inflate profits [2] - Earlier this month, Burry closed his asset management firm, citing regulatory and compliance restrictions that hindered his communication and led to market misunderstandings [3]