Meta’s AI Data Center “Depreciation” Problem — Breaking Down Michael Burry’s Argument (So Far) Against the Hyperscalers and Nvidia

The third quarter of 2025 was wild. Michael Burry (the investor played by Christian Bale in The Big Short) revealed short positions in Nvidia (NVDA) and Palantir (PLTR), and is sounding the alarm on AI data center spenders like Meta (META). Read last week’s discussion on this here: Michael Burry’s AI Data Center Bubble Warning, […]