2 days ago
Michael Burry Nvidia Warning: AI Boom Built on Customer Concentration and Hidden...
TLDR: Nvidia now depends on three customers for 64% of receivables, increasing concentration risk sharply. Burry argues much AI sp...
May 09, 2026
The $2 Trillion Private Credit Threat Hiding Behind the AI Boom
TLDR: Private credit funds have grown outstanding AI loans from near zero to over $200 billion in just years. The FSB found banks...