Wall Street is once again playing out a magical script.

Michael Burry, who became famous for "The Big Short," has now turned his guns on NVDA and PLTR. He is probably fuming today—he publicly accused tech giants like Meta, Google, and Amazon of engaging in "financial magic": beautifying their books by extending the depreciation period of servers.

But to be honest? This argument doesn't hold water. Burry doesn't have a formal background in economics at all; this short-selling rhetoric sounds more like a gambler's bold declaration. Although I personally think PLTR's valuation is outrageous, that doesn't mean his logic is correct.

Let's state the facts:

Meta and Microsoft, as players in ultra-large-scale data centers, have extended the lifespan of servers from 4 years to 5-6 years by relying on hard-core technological advancements—hardware reliability has skyrocketed, software optimization is on point, and real operational data provides support. This is not an accounting game; it is a natural result of technological iteration.

The data is all laid out: Meta expects to reduce depreciation expenses by about $2.9 billion in 2025. Sounds impressive? It actually only accounts for 1.5% of total revenue, which is negligible for a giant with such explosive growth. Moreover, these figures have been audited and publicly disclosed; want to commit fraud? You first have to pass regulatory scrutiny.

In the end, Boli's "short legend" is more like a comet - it attracts everyone's attention when it streaks across the night sky, but only has that one moment of glory in its lifetime. Now, this wave of operations seems more like gambling on tomorrow's miracle with past glory.

The market speaks for itself. BTC and ETH are still fluctuating, BNB is also searching for direction, and both traditional finance and the Web3 world are re-evaluating risk. Will Barry's gamble become the next legend, or will it be another joke? Time will provide the answer.