On October 31, 2025, Michael Burry, star of the film The Big Short, broke two years of silence on X with an enigmatic message:
“Sometimes we see bubbles. Sometimes there is something to do. Sometimes the only winning move is not to play.” Accompanied by a photo of Christian Bale in his role, this post surpassed one million views in just a few hours.
For many, it is a warning against the euphoria surrounding artificial intelligence. But who is Michael Burry, and should he be taken seriously?
Michael Burry: A prophet… to be listened to with caution
Michael Burry, 54, is an unconventional American investor. A doctor by training, he founded Scion Asset Management in 2000. His legend was born in 2008: he anticipated the subprime collapse and earned over a billion by betting against the real estate market via CDS.
This stroke of genius, popularized by the film The Big Short, made him a visionary. Michael Burry excels at reading data that others ignore. Having Asperger’s syndrome, his analytical mind spots excesses. In 2021, he was right about the “meme stocks” and crypto bubble.
But he also makes mistakes: in 2023, he predicted a stock market crash that never came, with the S&P 500 climbing thanks to AI. Listen to Michael Burry, yes, but follow him blindly, no!
Artificial intelligence in the crosshairs
Michael Burry often posts charts on X: exploding energy costs for AI, insane spending on data centers, valuations disconnected from profits. His latest tweet clearly targets this frenzy. Nvidia is worth $5 trillion in 2025, driven by its AI chips. Microsoft, Google, and Amazon are investing hundreds of billions.
Even OpenAI boss Sam Altman warns of a possible speculative AI bubble. So, should we be worried?
AI: Bubble or revolution?
Warning signals abound with valuations reminiscent of the 2000 internet bubble. “Circular” financing, such as Nvidia investing in its client OpenAI. If profits are slow to arrive, the correction could be brutal.
But AI is not a mirage. It is transforming healthcare, finance, and mobility. Like electricity once did, it could justify these premiums in the long term.
Michael Burry has already cried wolf too soon. What if AI is the real wave? His voice matters because he sees what the crowd ignores. But markets love to defy the Cassandras! The AI bubble is still inflating and time will tell if Michael Burry was right…
Source:
- BFMTV
- X account @michaeljburry
