Article
AI Bear Case: What Skeptics Get Right And Wrong
AI Bear Case: What Skeptics Get Right And Wrong
Authored by Lance Roberts via RealInvestmentAdvice.com,
The AI “bear case” isn’t one argument; it’s three. Burry on earnings. Bernstein on circular financing. MIT on revenue. Two are half right. One falls apart on the data.
Michael Burry broke a two-year silence on November 11 to accuse the world’s largest technology companies of cooking their books, calling it one of the more common frauds of the modern era. That got attention, and it should. When the man who shorted the housing bubble says AI...
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May 20, 2026 / Tyler Durden
Regulator Clears Environmental Review For Dow And X-energy Reactor Project
Regulator Clears Environmental Review For Dow And X-energy Reactor Project
The Nuclear Regulatory Commission (NRC) has completed its environmental assessment for the Long Mott Generating Station, a proposed four-reactor Xe-100 project at Dow’s Seadrift, Texas site.
📆 #NRCNews: We've completed our environmental assessment of the proposed Long Mott Generating Station ahead of schedule. https://t.co/aQ2Lf548Lx pic.twitter.com/MznwpfQjTz
— NRC (@NRCgov) May 18, 2026
The Long Mott project is backed by the Department of Energy’s Advanced Reactor Demonstration Program (ARDP). The four reactors are intended to supply power to Dow’s large chemical manufacturing operations, with the...
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Mar 10, 2026 / Jonathan Newman
Why Forcing Data Centers to Generate Their Own Power Won’t Lower Utility Bills
Forcing AI companies to provide their own power doesn’t get at the root of the issue, which is that the resources we use to generate electricity are scarce.
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Jun 3, 2026 / Tyler Durden
Andrew Left's Conviction Could Change The Rules For Every Market Commentator...But How?
Andrew Left's Conviction Could Change The Rules For Every Market Commentator...But How?
Andrew Left's fraud conviction is sending shockwaves through the activist short-selling community, not simply because of the verdict itself, but because it has exposed deep uncertainty about what market commentators are legally allowed to do, according to the Financial Times.
For years, activist short sellers operated in an area where investors would build positions, publish research or opinions about a stock, and trade around the market reaction. These practices were often viewed as part of the normal functioning of...
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