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Michael Burry highlights customer concentration risks at Nvidia
Michael Burry warns Nvidia's top three customers account for 64% of accounts receivable, up from 33% in 2020, signaling major concentration risk.
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cryptobriefing.com
Nvidia faces scrutiny over $5.4B GPU sale to Valor amid Burry's claims of round-tripped capital
Michael Burry calls Nvidia's $5.4B GPU sale to Valor 'fugazi,' warning that round-tripped capital and securitized debt could put retirees at risk.
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cryptonomist.ch
Deal GPU Nvidia Valor: Burry mette in dubbio i ricavi
Deal GPU Nvidia Valor sotto accusa: Burry contesta la qualità dei 5,4 mld ricavi e avverte sul rischio nascosto nella struttura finanziaria.
