---
type: "Topics"
locale: "en"
url: "https://longbridge.com/en/topics/100000000972382.md"
description: "Breaking: Michael Burry is avoiding Anthropic stock when it goes publicHe says the company's financials don't add up. The company's actual spending commitments add up to about $1.07 trillion, which is far more than the $895.4 billion Anthropic disclosedHis case:1. Anthropic needs 11.6% monthly revenue growth through 2027 just to keep up2. Anthropic left out $120.5B contract to buy compute from SpaceX3. Spending topped $100.8B, not the $69.8B reportedAnthropic's benefit to doing this is simple, a smaller number on paper makes the company look safer right before it needs investors to buy in"
datetime: "2026-11-05T16:19:12.000Z"
locales:
  - [en](https://longbridge.com/en/topics/100000000972382.md)
  - [zh-CN](https://longbridge.com/zh-CN/topics/100000000972382.md)
  - [zh-HK](https://longbridge.com/zh-HK/topics/100000000972382.md)
author: "[Michael Burry Tracker](https://longbridge.com/en/profiles/17582432.md)"
generator: "portal-rs"
---

# Breaking: Michael Burry is avoiding Anthropic stoc…


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> **Disclaimer: This article is for reference only and does not constitute any investment advice.**