
Rocky seas ahead for Michael Burry and crew.
Cranburry can pretend like the best companies in the world are crazy all they want. Nvidia is and will be huge piece of this pie. AI growth is exponential and the investment growth is trying to keep up. We are not yet where we are going with this. Graph source https://www.bloomberg.com/news/articles/2026-04-30/us-big-tech-ratchets-up-ai-spending-past-700-billion-this-year