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@Skyler
@Skyler
Michael Burry calling for a crash always grabs attention because he nailed 2008. But since then, he’s become the definition of “early can look wrong for a very long time.” He warned in 2023 → Nasdaq +131%. He warned about bubbles for years → AI mania kept ripping higher. Now the setup is extreme again: • Shiller CAPE above 40 • Mega-cap tech carrying the entire market • Semiconductor valuations pricing in near-perfect AI growth • Retail euphoria back at dot-com levels At the same time, liquidity is still massive and AI revenues are actually real unlike 2000. That’s the key difference. Burry may ultimately be correct on valuation… but timing the collapse is the hard part. Markets can stay irrational far longer than most bears survive. His 2027 semiconductor puts show he’s betting on a delayed unwind, not necessarily an immediate crash tomorrow. The real question isn’t “Will a correction happen?” It’s whether AI earnings can continue growing fast enough to justify prices before liquidity tightens and sentiment breaks. History says parabolic markets eventually correct. History also says fighting momentum too early is expensive. #USAprilCPITonight #TradeStocksOnOKX #WarshTakesFedChair $BTC $TON $PI

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