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Michael Burry Is Pushing Back on AI-Slowdown Calls. CoreWeave and Nebius Are the Stress Test
Market context: CRWV: Explicitly mentioned as a stress test for the AI infrastructure thesis Burry is defending Bearish — Burry's scrutiny implies valuation concerns for AI infrastructure plays NBIS: Explicitly mentioned alongside CoreWeave as an AI infrastructure stress test Bearish — being named as a stress test by Burry signals skepticism about AI capex sustainability
Why it matters
CRWV (CoreWeave) · Why linked: Explicitly mentioned as a stress test for the AI infrastructure thesis Burry is defending Market context: Burry's scrutiny implies valuation concerns for AI infrastructure plays
NBIS (Nebius Group) · Why linked: Explicitly mentioned alongside CoreWeave as an AI infrastructure stress test Market context: Being named as a stress test by Burry signals skepticism about AI capex sustainability
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