Breaking: Michael Burry says Big Tech's filings hiding something, and Oracle just became the Big Short
Below are his reasonings:CEOs sign these filings under oath, and lying on them is a crime2. Oracle admitted to $288B in leases it hasn't even started paying for yet3. None of them disclose how much "AI demand" is really just one company paying another company to buy its own product4. Oracle's touted 121% growth number includes revenue like that, and they don't say how much5. Amazon, Meta, Alphabet, Microsoft & Oracle combined only made $400B in profit last year, a fraction of what they've committed to spendHe's not calling it fraud, but the truth isn't in the filingsFeatured[Zhou's Weekly] The Fed can't print RAM even with rate hikes (Week 38, 2026 | Issue No. 288)
This week, three things are simultaneously getting more expensive. First is money. On Wednesday, the Federal Reserve raised interest rates by 25 basis points to 3.75%-4.00%, passing unanimously 12-0, marking the first rate hike since July 2023. Second is memory. According to DigiTimes, Apple has agreed to purchase DRAM at nearly $2 per GB and NAND at $0.33 per GB starting from Q1 next year, a 30%-40% increase compared to Q3 this year. This is the buyer with the strongest bargaining power in the world. Third is storage stocks. SanDisk surged 11% on Friday alone...














