Michael Burry Is Betting Against Artificial Intelligence (AI). Here's the Case for and Against, and the One Stock I'd Still Own.

Impact · against what's priced in

The article provides no new catalysts as the market has already baked in the current AI growth trajectory and valuation multiples. While Michael Burry's bearishness is noted, the bullish arguments for NVDA, AMZN, and GOOGL mirror the assumptions already captured in their current pricing.

AMZN+0.00

Already priced in

The price assumes

The broader AI infrastructure boom translating directly into AWS contract wins