Michael Burry

The AI stock bubble will burst within about a year, i.e. by the end of September 2027 (moved up from his earlier 2028 base case).

“the bubble in AI may burst sooner than later.”

Said on

28 September 2026 · Cassandra Unchained Substack post, saying he was "moving timelines up" and switching shorts to put options

Source

'Big Short' investor Michael Burry says he's 'more confident than ever' of an AI reckoning in 2027 · Business Insider (via AOL)

Should come true

2027

How sure they sounded

may; "more confident than ever before" his thesis will play out over the next year

Categories

AIMarkets

Importance

4 of 5 · A collapse of AI valuations and spending would hit global markets and the largest companies in the world.

Outcome

Unresolvable

The recorded quote is a possibility ("may burst sooner than later"), not a forecast, so under the hedge rule it is unresolvable. His separate "more confident than ever" remark is about his broad thesis, not a dated call that the bubble will burst.

Evidence:

• https://www.aol.com/news/big-short-investor-michael-burry-114500134.html