Michael Burry predicts that by 2028, Oracle (ORCL) will overstate earnings by 26.9% and Meta Platforms (META) by 20.8% due to understated depreciation on AI-related capital expenditures, specifically Nvidia (NVDA) chips. He suggests a broader bear case against AI, with more details expected on November 25th. Investors should monitor these companies for potential accounting scrutiny and the impact on future earnings.