IsMichaelBurryRight – Live Index Tracking AI Bubble Stress Signals

Show HN: IsMichaelBurryRight – Live Index Tracking AI Bubble Stress Signals

IsMichaelBurryRight – Live Index Tracking AI Bubble Stress Signals is a company in show hn launch.

Profile

I'm a software engineer who got curious about whether the AI infrastructure buildout follows the same patterns as the telecom and dot-com cycles. So I built a composite stress index that tracks 12 financial signals: credit spreads, capex/EBITDA ratios, NVIDIA revenue deceleration, neocloud leverage, hyperscaler debt issuance - and maps them against historical benchmarks.The data comes from SEC filings, FINRA TRACE, and public market data. Current reading: the AI buildout's capex intensity is tracking closer to AT&T's telecom peak (72% of EBITDA) than the dot-com equity bubble.Stack: Go backend, Fly.io deployment (collector, private API and public API deployments separate), Postgres database.

Its activity falls under show hn launch; the profile below is assembled from public directory data.

Its current recorded stage is Show HN launch.

Website: www.ismichaelburryright.com