According to @CNBC, Michael Burry believes the AI bubble will unravel, signaling a bearish stance toward AI-driven equity valuations. Source: @CNBC. For trading, this headline is a risk-off cue to tighten exposure in AI-heavy equities and related AI narratives in crypto until additional details are confirmed. Source: @CNBC. The source link provides no timing or specific catalysts, so traders should await the full report before repositioning size or leverage. Source: @CNBC.

According to @DowdEdward, the primary bottleneck for AI build-outs has shifted from NVDA chip supply to power-grid hookups, which he says will slow deployment timelines for data centers, source: @DowdEdward on X, Nov 30, 2025. He states that this grid constraint will trigger a pause in capital expenditures and slow growth across AI infrastructure despite elevated stock valuations, source: @DowdEdward on X, Nov 30, 2025. He frames this as a catalyst for an AI bubble unwind, with NVDA at the center of the thesis due to its role in AI hardware demand, source: @DowdEdward on X, Nov 30, 2025. He did not reference cryptocurrencies or digital assets, so no direct crypto-market linkage was provided in his comments, source: @DowdEdward on X, Nov 30, 2025.

According to @DeepLearningAI, Andrew Ng addressed whether an AI bubble exists and which parts of AI supply and demand may be affected in this week’s The Batch, source: DeepLearning.AI official X post dated Nov 28, 2025. According to @DeepLearningAI, the post reports Google dominates arena leaderboards, source: DeepLearning.AI official X post dated Nov 28, 2025. According to @DeepLearningAI, the post reports Microsoft and Anthropic formed an alliance, source: DeepLearning.AI official X post dated Nov 28, 2025. According to @DeepLearningAI, the post reports record labels back AI music, source: DeepLearning.AI official X post dated Nov 28, 2025. According to @DeepLearningAI, no cryptocurrencies were mentioned in the post, source: DeepLearning.AI official X post dated Nov 28, 2025.

According to @AndrewYNg, massive AI infrastructure spending and valuations — including OpenAI’s $1.4 trillion plan and Nvidia briefly reaching a $5 trillion market cap — are fueling questions about an AI bubble and the sustainability of returns. Source: Andrew Ng on X, Nov 28, 2025. For traders, Ng’s remarks signal potential repricing risk across AI-exposed assets, with particular attention to headline sensitivity in AI-themed cryptocurrencies such as RNDR, FET, AGIX, and WLD when AI funding or semiconductor sentiment shifts. Source: Andrew Ng on X, Nov 28, 2025. In risk-off scenarios tied to bubble concerns, participants may rotate toward higher-liquidity crypto majors like BTC and ETH while trimming high-beta AI tokens to manage drawdown. Source: Andrew Ng on X, Nov 28, 2025. Tactically, monitor AI spending announcements and mega-cap chip milestones referenced by Ng as volatility catalysts, and adjust position sizing and stops accordingly. Source: Andrew Ng on X, Nov 28, 2025.

According to @DowdEdward, the AI sector is in a bubble and entities involved "can't pay," as stated in his X post on Nov 27, 2025. Source: Edward Dowd on X, Nov 27, 2025. According to @DowdEdward, he has seen similar analysis from others and linked to an external post by HedgieMarkets for reference. Source: HedgieMarkets on X, post ID 1993836166563676184; Edward Dowd on X, Nov 27, 2025. According to @DowdEdward, the post does not specify which firms or segments "can't pay," nor does it mention specific tickers or cryptocurrencies. Source: Edward Dowd on X, Nov 27, 2025.

According to @KobeissiLetter, after widespread claims on November 20 that the AI bubble had popped and a subsequent $2 trillion drawdown by November 21, the S&P 500 rallied roughly 300 points from the low within three trading days, highlighting a sharp risk-on reversal in U.S. equities, source: The Kobeissi Letter on X, November 26, 2025. For crypto traders, IMF research has documented that Bitcoin and equities have become increasingly correlated since 2020, suggesting equity momentum can spill over to BTC and ETH risk sentiment, source: International Monetary Fund, Crypto Prices Move More in Sync With Stocks, January 2022, and related IMF research.

According to @CNBC, Nvidia circulated a confidential memo that namechecks Michael Burry while pushing back on allegations that artificial intelligence is a market bubble. @CNBC reports the memo is positioned as a rebuttal to AI-bubble claims around Nvidia and the broader AI sector. @CNBC shared the report on November 25, 2025, noting only the memo’s existence and its intent to counter bubble allegations. @CNBC does not reference cryptocurrencies or AI tokens in the report, and provides no direct read-through to crypto markets.

According to @StockMKTNewz, Alibaba (BABA) CEO stated that an AI bubble is unlikely within the next three years, providing a management view on valuation risk timing in the AI sector; Source: @StockMKTNewz. This time horizon guidance is relevant for traders assessing BABA’s exposure to AI-driven demand and capital allocation in Alibaba Cloud and related initiatives; Source: @StockMKTNewz. For crypto markets, the statement serves as a sentiment input for AI-related narratives that traders monitor when positioning across risk assets; Source: @StockMKTNewz.

According to @KobeissiLetter, market sentiment toward AI has flipped again from AI bubble concerns to AI as the next big thing, and these swings are occurring more frequently today. Source: @KobeissiLetter on X, Nov 24, 2025. According to @KobeissiLetter, many large AI stocks are up 5 percent or more today, highlighting momentum-led buying in major AI names. Source: @KobeissiLetter on X, Nov 24, 2025. According to @KobeissiLetter, the increased frequency of sentiment reversals signals elevated short-term volatility and potential intraday breakouts or reversals in AI equities that traders may monitor. Source: @KobeissiLetter on X, Nov 24, 2025. According to @KobeissiLetter, the post does not mention crypto assets or tickers, and no direct crypto market impact is provided by the source. Source: @KobeissiLetter on X, Nov 24, 2025.

According to @CNBC, Michael Burry has launched a newsletter to present his views on an AI bubble after deregistering his hedge fund, indicating he will share market analysis independently of fund reporting channels (source: @CNBC). @CNBC did not provide a publication date or detailed theses, so traders should flag the forthcoming newsletter as event risk and assess implications for AI‑exposed assets once the analysis is released (source: @CNBC). @CNBC also did not mention specific stocks or cryptocurrencies, and no direct crypto market impact was stated in the post (source: @CNBC).

According to @simplykashif, BTC and the Nasdaq are rising and falling together, highlighting elevated cross-asset co-movement that can shape crypto risk and positioning, source: @simplykashif. The post raises AI bubble stress as a possible cause but provides no data establishing causation, so traders should treat the causal link as unverified and rely on measurable correlation metrics, source: @simplykashif. Empirical research shows crypto and equities tend to become more correlated during market stress and liquidity shocks, implying tech-led drawdowns can pressure BTC via broader risk sentiment channels, source: International Monetary Fund research 2022. Independent analysis also finds BTC often behaves like a high-beta risk asset relative to equities in stressed regimes, elevating portfolio volatility when correlations rise, source: Bank for International Settlements research 2022. Trading takeaway: monitor the rolling 30–90 day BTC–Nasdaq correlation, equity volatility gauges such as VIX, and large-cap tech weakness as cross-market catalysts to adjust crypto exposure when beta is elevated, source: Cboe VIX methodology and CFA Institute risk management guidance.

According to @simplykashif, ChatGPT has about 800 million weekly active users and a roughly $500 billion valuation versus Snapchat’s 477 million daily active users and about $13.8 billion market cap, implying an AI bubble, source: @simplykashif on X. For verification context, OpenAI disclosed 100 million weekly active users for ChatGPT in November 2023 and pursued secondary share sales that valued the company above $80 billion in 2024, which is materially below $500 billion, source: OpenAI DevDay 2023 keynote; The Wall Street Journal 2024 tender-offer reporting. Snap reported 415 million daily active users in Q3 2024, while its equity value generally ranged in the mid-teens to around $20+ billion during 2024 depending on price, providing a more conservative baseline for comparisons, source: Snap Inc. Q3 2024 Investor Letter; Nasdaq market data. Trading takeaway for crypto: AI-valuation headlines and equity momentum have historically coincided with stronger flows into AI-linked tokens such as RNDR, FET, and GRT, so monitor liquidity, funding rates, and momentum if AI narratives re-accelerate, source: CoinGecko 2024 sector performance review; Binance Research 2024 industry report.

According to Miles Deutscher, stocks fell despite strong NVDA earnings because AI/valuation concerns resurfaced with a growing late-cycle tone, stronger economic data reduced rate-cut expectations, and policy uncertainty weighed on risk appetite, source: Miles Deutscher (X, Nov 21, 2025). For crypto traders, these equity risk-off drivers have historically spilled over to BTC and ETH via rising equity-crypto correlation during tightening phases, so monitoring AI megacap leadership (NVDA) and rate-cut odds is key for liquidity-sensitive positioning, sources: IMF blog 'Crypto Prices Move More in Sync With Stocks' by Tobias Adrian, Tara Iyer, and Mahvash Qureshi (Jan 2022); Miles Deutscher (X, Nov 21, 2025).

According to @KobeissiLetter, Nvidia CEO Jensen Huang stated, "There has been a lot of talk about an AI Bubble. We see something different," indicating Nvidia does not characterize current AI demand as a bubble (source: @KobeissiLetter on X, Nov 19, 2025). For traders, this CEO tone is a bullish sentiment cue for NVDA and AI semiconductor peers tied to data center GPU spending, though the post provides no financial figures or guidance to quantify impact (source: @KobeissiLetter on X, Nov 19, 2025). The post makes no mention of cryptocurrencies; any crypto-market relevance would be indirect and is not specified in the source (source: @KobeissiLetter on X, Nov 19, 2025).

According to @StockMKTNewz, NVIDIA NVDA CEO Jensen Huang said there has been a lot of talk about an AI bubble, but from their vantage point they see something very different in a Nov 19, 2025 post showing his remark, source: @StockMKTNewz. For trading, the quoted comment is a qualitative signal of management confidence rather than a disclosure of new financial data, as the post provides no numbers or guidance, source: @StockMKTNewz. The post contains no reference to cryptocurrencies or blockchain tokens, so there is no direct crypto market catalyst identified in the content, source: @StockMKTNewz. The post also does not include details on shipments, orders, or revenue, limiting valuation-specific takeaways for NVDA and AI semiconductor peers to the sentiment of the statement, source: @StockMKTNewz.

According to @stocktalkweekly, NVIDIA CEO Jensen Huang said on the earnings call that "there's been a lot of talk about an AI bubble... we see something very different," indicating management rejects the bubble narrative (source: @stocktalkweekly on X, Nov 19, 2025). For traders, this headline supports near-term sentiment in NVDA and broader AI semiconductor equities, making post-call price action and options volatility key watches (source: @stocktalkweekly on X, Nov 19, 2025). Crypto markets may also react at the margin as AI-demand headlines shift risk appetite; traders can watch liquidity and momentum in AI-linked crypto tokens during U.S. hours following the call (source: @stocktalkweekly on X, Nov 19, 2025).

According to @Pentosh1, AI capabilities have accelerated sharply over the last two years and are likely to improve exponentially, which he believes will continually force greater capital allocation into AI themes, source: @Pentosh1 on X, Nov 19, 2025. He highlights medicine and gene/disease research as key application areas expected to benefit from AI-driven breakthroughs, source: @Pentosh1 on X, Nov 19, 2025. He adds that robotics are currently in their weakest state and could become highly impressive within five years, indicating a multi-year investment runway in robotics, source: @Pentosh1 on X, Nov 19, 2025. He further states that the next decade may deliver some of the most exciting tech investments in traditional markets and companies born from AI, signaling a long-duration AI and robotics allocation theme for traders to track, source: @Pentosh1 on X, Nov 19, 2025. He also notes there is much to look forward to across various markets, underscoring a broad-based opportunity set tied to AI adoption, source: @Pentosh1 on X, Nov 19, 2025.

According to @StockMKTNewz, Jim Cramer said on CNBC that while he is not abandoning profitable AI companies held by the CNBC Investing Club’s Charitable Trust, the AI trade looks like a mania that is beginning to unwind (Source: @StockMKTNewz, Twitter, Nov 14, 2025). This frames a cautious near-term tone for crowded AI equities and momentum-heavy names, highlighting unwind risk for overextended AI exposures (Source: @StockMKTNewz, Twitter, Nov 14, 2025). No direct cryptocurrency impact was cited in the comment (Source: @StockMKTNewz, Twitter, Nov 14, 2025).

According to Charlie Bilello, he publicly asked 'Are we in an AI bubble?' on X on Nov 11, 2025. source: Charlie Bilello on X, Nov 11, 2025 For traders, Bitcoin and U.S. tech equities have exhibited elevated positive correlations in 2022–2023, implying AI-sector shocks can transmit to BTC and ETH price action. source: IMF Global Financial Stability Report, October 2022; Kaiko Research, 2022–2023 NVIDIA and Microsoft are key AI bellwethers by market capitalization and guidance, and volatility around their results frequently drives the Nasdaq 100, a risk proxy that has at times correlated with BTC. source: S&P Dow Jones Indices Nasdaq 100 factsheet, 2023; NVIDIA and Microsoft investor relations; Kaiko Research, 2022–2023 Practical setup for risk management: monitor NVDA and MSFT earnings and guidance, Nasdaq 100 volatility and breadth, and BTC, ETH spot-volatility and derivatives funding to manage cross-asset spillovers during AI-theme repricing. source: Company investor relations calendars; Cboe Global Markets volatility data; major crypto derivatives exchanges funding data

According to @burrytracker, Michael Burry alleges that AI hyperscalers are inflating profits by extending server lifespans and masking approximately $176 billion in fake earnings (source: @burrytracker, Nov 10, 2025). The post characterizes the AI sector as a bubble and centers on earnings quality risks tied to depreciation and asset life assumptions, without naming specific companies (source: @burrytracker). For traders in AI-exposed equities and AI-themed crypto, the allegation highlights potential scrutiny of capex depreciation disclosures and sentiment around AI profitability narratives (source: @burrytracker).