『Burry's $176B AI Depreciation Short on Oracle and Meta』のカバーアート

Burry's $176B AI Depreciation Short on Oracle and Meta

Burry's $176B AI Depreciation Short on Oracle and Meta

無料で聴く

ポッドキャストの詳細を見る
Michael Burry has built a specific, falsifiable short thesis against AI infrastructure stocks — centered on suppressed depreciation, off-balance-sheet lease commitments, and circular financing fragility. Chad Stacks breaks down the actual accounting mechanics behind the trade, where the thesis holds up, and where it gets soft.
adbl_web_anon_alc_button_suppression_t1
まだレビューはありません