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NVIDIA posted record Q results with $82B revenue, 92% data center growth, and strong Blackwell adoption. Bulls highlight full-stack AI moat; bears like Burry cite bubble risk and semiconductor cyclic…
Michael Burry criticizes Palantir for overpromising on AI, highlighting its reliance on external AI models like Anthropic’s, while Tesla’s Elon Musk supports Anthropic’s involvement with the Pentagon…
Michael Burry predicts an AI bubble akin to the dot-com bust, but strong GPU demand, robust cash flows, and soaring AI efficiency argue for continued growth in NVIDIA and Alphabet.
Michael Burry criticizes Tesla's high valuation after its weak Q4 sales forecast, calling it 'ridiculously overvalued' despite shares trading near $500.
Michael Burry has closed his hedge fund, forecasting prolonged US stock market declines. He notably took bearish positions on Nvidia and Palantir, citing overvaluation and industry competition concer…
Investor Michael Burry shorts Nvidia, warning of AI hype overrunning fundamentals despite massive gains and valuation, sparking debate over true demand and financial reporting.
Michael Burry deregistered his hedge fund and placed bearish bets against Nvidia and Palantir, citing inflated AI-related profits due to extended depreciation schedules and skepticism around the clou…
Despite SoftBank selling its $5.8 billion Nvidia stake and Michael Burry's bearish position, AMD's strong AI growth outlook and SoftBank's capital reallocation suggest Nvidia's AI boom fundamentals r…