Expected Moves

Snowflake Inc.

$271.87

Information TechnologySoftware - Application

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Scouting Reports

The SaaS Capex Trap: Software's AI Monetization Reckoning

Jul 2, 2026

Michael Burry has trained his sights on the AI infrastructure trade, packaging new short bets against heavy machinery and a major chip ETF (because nothing says 'secular growth' like shorting Caterpil