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).