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Nvidia namechecks Michael Burry in secret memo pushing back on AI bubble allegations
The chipmaker quietly circulated a private memo to analysts that explicitly namechecked investor Michael Burry and pushed back on many of his claims.
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fortune.com
‘The Big Short’ investor Michael Burry on an AI bubble: ‘There is a Cisco at the center of it all … Its name is Nvidia’ | Fortune
Fresh off a string of bearish stock activity and the deregistration of his hedge fund, Burry has started a Substack for his financial writing.
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cnbc.com
Michael Burry's next 'Big Short': An inside look at his analysis showing AI is a bubble
The investment world is "expecting far more economic importance out of this technology than is likely to be provided," Burry's associate portfolio manager said.
