迈克尔·伯里：特朗普“无法承受”让人工智能繁荣失败

2026-09-28 13:57

Michael Burry argues that the AI sector's success is now just as vital to the U.S. government as it is to the tech giants fueling the surge.
"The Big Short" investor said the Trump administration has little room to let the AI boom weaken, arguing that the AI infrastructure buildout has become a critical support for the economy even as he remains bearish on several companies at the center of the trade.
"Trump and his team know that the AI narrative and the buildout is the only thing keeping this economy going, and the most positive thing happening this year," Burry wrote in a recent Substack chat, as per Stocktwits. "They cannot afford to let it fall," he added, while questioning what Washington could actually do to prevent a downturn.
Burry recently shorted Nvidia (NVDA), Oracle (ORCL), Palantir (PLTR), Nebius (NBIS), Micron (MU), CoreWeave (CRWV), and has repeatedly challenged the AI investment narrative. He has argued that enormous capital spending might not necessarily translate into durable returns.
According to the most recent disclosures, Trump made more than 1,000 trades in July, mostly in tech stocks. He sold $5M to $25M each in Microsoft (MSFT) and Amazon (AMZN), then bought back smaller amounts of both. The president also traded Oracle (ORCL), Intuit (INTU), Marvell (MRVL), Salesforce (CRM), Meta Platforms (META), Nvidia (NVDA), ServiceNow (NOW), Workday (WDAY), and Adobe (ADBE).

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