🚨MICHAEL BURRY IS WARNING BIG TECH IS ENTERING DANGEROUS TERRITORY.
The investor who predicted the 2008 crash says the Nasdaq 100 now looks primed for a sharp reversal after an almost parabolic rally.
And his biggest concern?
Valuations have detached from reality.
Burry says the Nasdaq 100 is trading at 43x earnings while the implied fair level is closer to 30x.
Translation:
Wall Street may be massively overestimating future profits from the market’s most expensive companies.
That’s the same setup that has historically triggered brutal unwinds:
• Sky-high expectations
• Momentum-driven buying
• AI euphoria
• Retail FOMO
• Analysts constantly raising targets
Until growth slows even slightly.
Then the repricing happens fast.
The scary part is Burry believes earnings estimates at the fastest-growing tech companies could be overstated by more than 50%.
If he’s right, the current rally isn’t sustainable…
it’s a late-stage melt-up before reality hits.
The market ignored Burry before the housing crash too.
Now he’s sounding the alarm on Big Tech.
#MichaelBurry #Nasdaq #Stocks #AI #Tech