Michael Burry is at it again, this time directly going against AI.

Last Thursday, NVIDIA jumped 5% and then instantly plummeted to a 3% drop, taking the entire U.S. stock market along for a bungee jump. Many people's first reaction was - is it this guy again?

To be honest, Barry's role has changed now. He is no longer the trader who quietly timed the market, but has become the "emotional amplifier" of the market. Once he tweets, shorts, or speaks up, the entire market begins to reflect.

Interestingly, the timing of Berli's appearance itself speaks volumes—AI concepts have surged to new heights, transactions have begun to shift, volatility is amplifying, and funds are starting to turn defensive. What does this indicate? It indicates that the confidence in the bull market has shifted from "unconditional" to "questionable."

Will NVIDIA continue to rise? There are no issues in the long term. But in the short term, you can feel a kind of fatigue - "it can't rise anymore", "it's tired", "some people are starting to get off the bus".

The true brilliance of Boli is not that he is right every time, but that he always stands on the opposite side during extreme emotions, asking the market, "Don't you think this is a bit too much?"

When the market starts to take him seriously instead of mocking him, it indicates that something has changed.