‘Big Short’ Michael Burry Tunes Out AI ‘Woo-Hoos’ — Finds Opportunity In Copper, QXO And 3 More Stocks
Burry’s indirect AI bet is ERO, saying that data-center construction will intensify copper demand while new mines take 18 years to reach production. Burry owns QXO common and preferred shares, betting Brad Jacobs can scale the building-products roll-up and drive a re-rating despite housing, rates and diesel pressures. He called Temple & Webster a “fairly … Read more