Michael Burry warns that the federal government cannot afford to let the AI boom weaken, even as he shorts tech giants like Nvidia $NVDA and Oracle $ORCL over massive capex concerns! KEY HIGHLIGHTS: • Burry argues that record AI infrastructure spending across tech leaders may fail to yield durable corporate returns • Seeking Alpha Quant system rates Nvidia $NVDA a Strong Buy, backed by 83% revenue growth reaching $303B • Seeking Alpha Quant system rates Oracle $ORCL a Hold, showing where quantitative metrics align with Burry's cautious outlook THE TAKEAWAY: Massive 83% revenue growth keeps $NVDA rated a Seeking Alpha Quant STRONG BUY despite Burry's short position, while $ORCL sits at a HOLD as metrics reflect capex and credit headwinds. Do you agree with Michael Burry that massive AI capital spending will fail to generate durable profits, or is $NVDA's 83% revenue growth proof the boom is sustainable? Drop your take below! ▻