Michael Burry’s AI Data Center Bubble Warning, and CoreWeave Q3 2025 Earnings

Quite the week. Michael Burry, of The Big Short fame, has re-emerged — bearing bad news for the AI data center bulls. Burry fired up his X (fka Twitter) account to decry the extension of depreciation schedules for hyperscaler (Amazon, Alphabet, Microsoft, Meta, and Oracle) servers. An extension of a depreciation schedule assumes the asset […]