WS #13296
Holding: newest synthesis is 100d 17h old
Meta raises AI capex to $130-145B while Michael Burry expands bearish bets on NVDA and MU, highlighting AI trade bifurcation.
AI capex and short-bias divergence
Meta raises AI capex to $130-145B while Michael Burry expands bearish bets on NVDA and MU, highlighting AI trade bifurcation.