Big Short Investor Danny Moses Warns about AI: 'The Math Isn't Working'
Danny Moses, known for betting against the 2008 housing market, warns of a bubble in the AI market, comparing it to the dot-com era. He advises investing in large tech firms like Amazon, Google, Meta, and Microsoft due to their strong cash flow. Moses is cautious about companies like Oracle, Super Micro Computer, and CoreWeave. He is bullish on uranium for AI's energy needs but notes infrastructure development will be slow.