Michael Burry initiated short positions in Nvidia, Tesla, and a semiconductor ETF, warning of a contradiction in AI investing, according to Business Insider. Michael Burry—who is well known for *The Big Short*—has recently established short positions in Nvidia (NVDA-US), Tesla (TSLA-US), and the semiconductor ETF (SOXX-US). In a Substack post on July 9, Burry warned that there is a fundamental contradiction in AI investing: on the one hand, ultra-large cloud service providers claim that permanent demand growth will continue; on the other, they suggest that massive capital expenditures will last only 3 to 4 years—two incompatible positions coexist at the same time. #GateUS合规扩展佛罗里达