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'Big Short' Michael Burry warns Nvidia stock could dive, AI 'tokenmaxxing' won't last
Nvidia stock is at risk of an "aggressive fall" and AI "tokenmaxxing" is unsustainable, Michael Burry of "The Big Short" said on Substack.
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businessinsider.com
'Big Short' Michael Burry warns Nvidia stock could dive, AI 'tokenmaxxing' won't last
Nvidia stock is at risk of an "aggressive fall" and AI "tokenmaxxing" is unsustainable, Michael Burry of "The Big Short" said on Substack.
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cryptobriefing.com
Michael Burry warns Nvidia faces risks from distorted demand and a looming bullwhip effect
Michael Burry warns Nvidia's $81.6B quarterly revenue is driven by distorted hyperscaler demand, citing the bullwhip effect and $119B in supply commitments.
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Michael Burry warns Nvidia faces risks from distorted demand among limited buyers
Michael Burry warns Nvidia's revenue depends on a handful of hyperscalers whose AI spending may not last, drawing comparisons to Cisco's dot-com collapse.