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Don't remind me again today

Here's the twist: Burry's depreciation warning for AI? Turns out he missed the mark.



But there's a catch. Chipmakers now face a real puzzle—how do you engineer obsolescence without looking desperate? The hardware refresh cycle isn't moving fast enough on its own. They'll need something clever to keep enterprises upgrading, or we're staring at a saturation trap nobody wants to admit exists yet.
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LiquiditySurfervip
· 7h ago
The actions of chip manufacturers can be boiled down to betting on whether the liquidity depth is sufficient to support the next upgrade cycle. Burry's bearish stance on AI does seem a bit awkward right now, but the saturation trap is indeed a painful point—companies are not foolish; extending the replacement cycle is essentially a slow flattening of the yield curve.
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0xDreamChaservip
· 11-14 00:52
Did Burry mess up again? Haha, this guy's predictions really aren't that great. Chip manufacturers are indeed having a tough time; they need to come up with ways to keep people buying... The saturation issue has been hanging there for a while, hasn't it?
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RugResistantvip
· 11-14 00:51
Burry has crashed again and again, this guy's prediction accuracy is concerning. The chip manufacturers' recent moves are truly extreme, creating a sense of obsolescence... Once the saturation trap explodes, it's game over. Where did the internal drive for corporate upgrades go? It's gone.
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SilentAlphavip
· 11-14 00:42
burry this time really crashed haha
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