Michael Burry says the AI boom is masking fake profits through accounting tricks

If the AI revolution is real, why are companies changing the way the books are counted? 2–3 year hardware lifespan suddenly becomes 5–6, profits magically rise. $NVDA AI chip demand is built on lies apparently… according to Michael Burry. pic.twitter.com/Vc93KNWmGK — Kris Patel 🇺🇸 (@KrisPatel99) November 10, 2025 MICHAEL BURRY WARNS OF ‘EARNINGS FRAUD’ FROM …

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The Enron-like accounting inflating the AI mania: Oracle’s revenue stream mostly depends on Nvidia, AMD, Meta, OpenAI, and xAI, yet Meta, OpenAI and xAI themselves all run on Nvidia and AMD.

Oracle slashes 3,000 jobs while their “backlog” ramps up 300%. Make it make sense. Correct After the crash, business schools will start teaching Earnings Quality again It was a super popular class after the https://t.co/4y5lv9vF2o fiasco, but has been replaced with classes including "how to become a social media influencer" and "when in doubt, buy …

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AI’s future funded by loans, hope, and some very creative accounting. Mega tech firms drown in debt, AI data center costs explode to 2.9 trillion by 2028, Meta scrambles for 29 billion lifeline.

Morgan Stanley just slammed a price tag on AI’s future. $2.9 trillion in data center spending by 2028. Only $1.4 trillion of that comes from actual cash flow. That leaves a massive $1.5 trillion debt crater. Not a simple gap. A full-blown crisis. “By 2028, global data center construction will require approximately $2.9 trillion… relying …

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Dr. Burry is fully loaded with $NVDA puts. Has he figured out the company has been engaging in accounting fraud?

Dr. Burry is fully loaded with $NVDA puts. Has he figured out the company has been engaging in accounting fraud? I'm starting to believe this quarter is going to be NVidia's last hurrah. pic.twitter.com/XTpU1oAOgV — Kashyap Sriram (@kashyap286) May 16, 2025 $NVDA $1.7M spike in 1dte puts, huge $SPY $QQQ pic.twitter.com/SmwkcyDAqU — Traveller (@A_Najumi) May …

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Financial Times forced to issues apology to Tesla — they don’t understand accounting.

NEWS: The Financial Times has issued an apology after suggesting that @Tesla had shady accounting with $1.4 billion "missing." In reality, the Financial Times just didn't understand the accounting, and an expert reached out to them to explain it to them. FT: "One unavoidable… pic.twitter.com/NbGVC0MWMk — Sawyer Merritt (@SawyerMerritt) March 25, 2025

Taxpayers are funding 1,500 Zombies, agencies and programs that live on despite expired authorizations, accounting for 8% of federal budget. Cash sucking federal zombies.

In 1974, Congress created the Legal Services Corporation to connect lower-income Americans involved in civil disputes with free legal help. The law that established the agency stipulated that authorization for its funding would expire in 1980, when lawmakers were required to vote on whether to keep it alive. They never did. Still, Congress has funded …

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Nvidia $NVDA projects $37.5B revenue next quarter. Growth slowing, fueled by Non-GAAP magic; Accounts receivable surge raises concerns Top three customers face scrutiny over accounting errors

Nvidia $NVDA only expects revenue of $37.5 billion next quarter. The growth is slowing. (*Reminder, all of these companies are using Non-GAAP instead of GAAP because it allows them to do round-trip financing 🤫) https://t.co/RTniBc6M8j pic.twitter.com/7cNDvdbNIx — Financelot (@FinanceLancelot) November 20, 2024 Doesn't matter, as soon as growth evaporates the stock crashes because it's massively …

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Equinix appears to have gone “all-in” on accounting manipulation.

Equinix’s recent financial report, following an “independent investigation” into alleged accounting manipulation, has raised significant concerns. Despite claiming exoneration, the investigation, led by the company’s own audit committee, lacks transparency and fails to address detailed evidence presented earlier. The company’s Q1 financials show suspicious anomalies, including minimal revenue growth paired with high spending on supposed …

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Despite Only Accounting for 1.5% of Lawyers, Black Women Make Up 100% of This New York Supreme Court Bench

According to End Wokeness: 1.5% of lawyers are black women. LSAT score average: White test takers, 153 Asian test takers, 153 Black test takers, 142 An entire NY state Supreme Court bench is compromised of black women. The mathematical probability of this being random and based on merit is literally zero. 1.5% of lawyers are black …

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Biden banned accounting reports for Ukraine weapons, now we know why…

Remember when Biden prohibited any accounting reports for weapons being sent to Ukraine? Now we know why 🚨A new DOD OIG report states potentially millions of dollars worth of weapons have being stolen & resold by Ukrainians, including grenade launchers https://t.co/1Ju7fo7Unf https://t.co/Nt7lrSw7PA pic.twitter.com/pGaruMraZV — DC_Draino (@DC_Draino) July 21, 2023 John Solomon: “Talked to someone in …

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Who loves paying Taxes? Pentagon has said that an accounting error has provided an extra $6.2 billion dollars for Ukraine.

BREAKING: 'Accounting error' provides extra $6.2 BILLION for Ukraine, Pentagon says pic.twitter.com/75022IXg9k — Breaking911 (@Breaking911) June 20, 2023 The government: We're tracking every $600 transaction you make on Venmo Also the government: Oops pic.twitter.com/0XVylpwRJA — Genevieve Roch-Decter, CFA (@GRDecter) June 20, 2023 And then we told them it was a $6.2 billion "accounting error"… pic.twitter.com/VwK79YWFcH …

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Student loans are a large asset for Uncle Sam, accounting for 42.3% of total Federal assets.

Now you know why student loans will never be forgiven. https://www.advisorperspectives.com/dshort/commentaries/2023/06/09/feds-financial-accounts-what-are-uncle-sams-largest-assets https://www.fiscal.treasury.gov/reports-statements/financial-report/balance-sheets.html Then, drilling down on “Note 4.” https://www.fiscal.treasury.gov/files/reports-statements/financial-report/2022/notes-to-the-financial-statements4.pdf h/t PettyWitch

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