Major AI chipmaker reports 30% YoY revenue decline by Q4 2026

Burry's focus on AI obsession implies overvaluation in the sector. A 30% year-over-year revenue decline by Q4 2026 for a top AI chipmaker (e.g., Nvidia, AMD, or Intel) would signal a fundamental shift away from AI-driven growth, validating his bubble concerns.

Implied probability (Yes)

60%