AI Bubble vs. EV Collapse: Michael Burry’s Short, Ford’s $19B Pivot & The Housing Crisis

Is the US economy running purely on AI fumes? In this deep dive, we analyze the massive capital shifts happening right now—from the collapse of the EV dream to the terrifying consolidation of AI power.We break down why Ford is taking a $19.5 billion charge to kill its electric vehicle plans and pivot back to hybrids. Meanwhile, legendary investor Michael Burry (The Big Short) is betting heavily against the AI narrative, shorting companies like Nvidia and Palantir while moving into gold.