AMD Under Short-Seller Alert: Is It Time for a Restructuring of the AI Chip Landscape?

I noticed an interesting detail: While Michael Burry expanded his short positions in semiconductors, AMD and NVIDIA stock prices fell simultaneously. The market seems to be pricing these two companies with a "when one falls, all fall" logic. But looking closely, Burry is targeting the "circular financing arrangements" across the entire AI infrastructure, not the fundamentals of any single company. This actually gives me an opportunity to re-evaluate AMD from an asset allocation perspective.