Nov 24 Michael Burry starts a newsletter on the AI Bubble

$RACE $PLTR $$WRBY

Author

Mukund Mohan
November 24, 2025

Market

“As crypto markets take a 15% tumble over the last 3 months, the AI trade has revived, thanks to $AMZN ( ▲ 1.77% ) committing $50B to Government data center spend” 😊 😋

Stocks were much higher on news that the Fed is set for a 50 bps rate cut in Dec

The market is still expecting a rate cut in December, while there is news from multiple AI CEO’s that there is strong demand (hence it is not a bubble). Meanwhile Michael Burry of the Big short has started a newsletter outlining why AI is a bubble.

Our subscription service gives specific entries and exits for both long term holds and swing positions. You should subscribe.

Subscribe to our research

My portfolio and long term stock picks

mukundmohan.online/subscribe

Insights from the portfolio

Palantir earnings review and 2025 outlook $PLTR

The company is growing faster than any other software AI company

stocksmarts.substack.com/p/palantir-earnings-review-and-2025-c22

Video of the day

Today’s video is on Warby Parker $WRBY ( ▲ 0.76% ) the ecommerce spectacles company

Deep dive of the day

Ferrari earnings review and 2025 outlook $RACE – Investment Literacy Coach

blog.mukundmohan.online/index.php/2025/11/07/ferrari-earnings-review-and-2025-outlook-race

Good setups for swing

Subscribe to Investment Literacy Coach Daily Swing Research

Daily Swing Research. Click to read Investment Literacy Coach Daily Swing Research, by Mukund Mohan.

ilcdailyswing.substack.com/subscribe