Michael Burry has placed a massive bet against the AI narrative, targeting stretched valuations and accounting assumptions he believes cannot hold. His sudden departure from Scion Asset Management adds weight to the signal. Investors should prepare for turbulence as hype and fundamentals finally collide

The AI boom has powered record profits and towering valuations, but November’s hesitation marks a potential turning point. As sentiment cools, diversification and disciplined risk management become essential to navigate an increasingly narrow market.