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Strategies & Market Trends : Burryology

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To: Sean Collett who wrote (45)	11/24/2025 4:53:18 PM
From: ndxcharm	of 46

Amazon sales more than doubled from 280,522M to 637,959M from '19 to '24...compounding at almost 18% annually - lot more than inflation! I think Dr. Burry has a solid thesis on AI bubble and good framework - Capital Cycle Theory - to view this cycle. I don't think the idea of a market bubble on AI and AI-adjacent stocks is new. I have seen many prominent investors make a case for market bubble. Seems more like a self-aware bubble to me.

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