**Oracle’s Filings Under Scrutiny**

Michael Burry says Big Tech filings may not show the full scale of AI commitments. Oracle is his main example, with **$288B in leases** it has not started paying.

 CEOs sign filings under oath, and lying on them is a crime.

 The filings do not show how much AI demand comes from companies buying each other’s products.

 Oracle’s 121% growth figure includes this type of revenue, without disclosing how much.

 Amazon, Meta, Alphabet, Microsoft, and Oracle made $400B in profit last year, a fraction of their committed spending.

Burry is not calling it fraud. His point is that the truth may not be in the filings.

**** **[@venture](https://t.me/venture)