Wow, Morgan Stanley is actually telling the truth!
We must be close."I don't know what's going to happen post-midterms. There's going to be some sort-of 'event'…"
P.S. The Federal Reserve never injects liquidity without markets falling significantly over 20% https://t.co/RLzfC7MhJI pic.twitter.com/Hn5azggRij
— Financelot (@FinanceLancelot) October 28, 2026
Breaking: Michael Burry says Anthropic’s IPO filing shows the whole AI boom is “catastrophically vulnerable”
Below are his reasonings:
1. Anthropic owes $537B for computer power, and pending deals could push it to $800B
2. Anthropic brings in about $65B a year, so it owes about 12x what it makes
3. Half of $537B goes to $AMZN , $GOOGL and $MSFT
4. Anthropic’s sales growth slowed from 144% last quarter to 46% this quarter, while its compute costs jumped 78%
Burry says this setup works while AI keeps growing, but one slowdown could hit cause a collapse
Breaking: Michael Burry says Anthropic's IPO filing shows the whole AI boom is "catastrophically vulnerable"
Below are his reasonings:
1. Anthropic owes $537B for computer power, and pending deals could push it to $800B
2. Anthropic brings in about $65B a year, so it owes… pic.twitter.com/n8aIueKKKw
— Michael Burry Stock Tracker ♟ (@burrytracker) October 28, 2026
I am growing weary of claims that AI is supporting the economy. As I see it, the economy is being floated on a big fat glob of debt–humongous glob of debt. It will end poorly, IMO.
— Dave Collum (@DavidBCollum) October 28, 2026
That's insane!
Available cash on the NYSE as a % of market cap is at its lowest level in history.
Investors are essentially "all in," with leverage adding to the risk.
With interest rates this high, a mean reversion seems increasingly likely.
Definitely not an ideal time to… pic.twitter.com/vgCLihr0Sy
— Guilherme Tavares (@i3_invest) October 28, 2026
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