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BullishHIGH severityTech & AI17d ago

Michael Burry Says Shorting Nebius Is “Like Shooting Fish in a Barrel.” Earnings Could Prove Him Right.

Reported by Yahoo Finance · finance.yahoo.com · August 7, 2026

Momentum has been one of the defining themes of this bull market. Investors have rewarded companies tied to artificial intelligence with premium valuations, particularly those building the infrastructure powering the AI boom. In many cases, rising capital spending and growing debt have become secondary concerns so long as revenue continues climbing. That backdrop makes it ...

What the tape says

What to watch: AI infrastructure spend continues to concentrate in compute, memory, and power equipment.

Market reaction today: $NBIS -3.75%

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