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‘The Big Short’ Investor Michael Burry on an AI Bubble: ‘There Is a Cisco at the Center of It All … Its Name Is Nvidia’

Michael Burry shifts from investing to writing, critiquing AI as a bubble and promising deep market analysis on his paywalled Substack, Cassandra Unchained.

Summary by Fortune
Fresh off a string of bearish stock activity and the deregistration of his hedge fund, Burry has started a Substack for his financial writing.
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Business Insider broke the news in United States on Monday, November 24, 2025.
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