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Michael Burry Raises Red Flag Over Popular Big Tech Stock
GuruFocus ·
GuruFocus reports: Michael Burry (Trades, Portfolio) is taking aim at Microsoft's massive AI infrastructure spending, arguing that the company may be using its financial scale as a lever to get what it wants rather than responding purely to unavoidable demand. The criticism goes beyond Microsoft, raising a broader investor question over whether hyperscalers are spending rationally or racing to secure dominant positions before the AI market consolidates. Burry's argument centers on the…