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Michael Burry

personCredibility: 50%

Why this score? Investor (Scion Asset Management), of "The Big Short". Rigorous but a disclosed motivated short on AI names (Nvidia/Palantir puts); claims are falsifiable forecasts to be scored.

Tracked Statements (1)

Understating depreciation by extending useful life of assets artificially boosts earnings - one of the more common frauds of the modern era.?

— Michael Burry · Nov 11, 2025
Context: Forward, falsifiable accounting claim; resolves via later filings. Its first real test arrived when Microsoft extended its data-centre useful lives from 15 to 25 years (effective FY2027) — but on buildings, not the GPUs Burry said turn over every two to three years, and Microsoft calls the effect a 'minimal benefit to FY27 operating income.' FactSet separately reports used H100/A100 prices holding up, consistent with the hyperscalers' longer schedules. Burry's own figures remain untested.