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Nvidia delivered blowout fiscal Q2 results, beating earnings and revenue expectations while offering massive future guidance. Despite Michael Burry maintaining short positions and hedging with call o…
Nvidia shares surged nearly 8% following market-beating Q2 earnings and strong forward guidance. However, famed investor Michael Burry maintains a short position, warning that front-loaded AI capex s…
Michael Burry revealed significant short positions against Nvidia and tech index ETFs ahead of key earnings, citing stretched AI valuations. Conversely, Burry refused to short Apple and pivoted heavi…
Tom Lee defended the AI trade after Michael Burry doubled his short against Nvidia, comparing $3 trillion in off-balance-sheet tech commitments to Enron-style accounting. Lee argued that gross obliga…
Nebius Group reported blowout Q2 AI cloud revenue surging 454% YoY with $20B-$25B capex guidance, highlighting robust Nvidia-powered demand. However, Michael Burry doubled down on AI infrastructure s…
Tesla ended a nearly three-year Swedish strike by buying out union workers. Shares rose 4% after news, plus Burry covering his short and a Nevada autonomous vehicle permit boosted sentiment.
Nvidia faces scrutiny over circular financing deals with Wall Street banks worth $500B+. Michael Burry calls it a 'sign of desperation.' CDS spreads near record highs, though stock recovered from Mon…
Michael Burry shorted Oracle again, warning its $260B AI data-center lease commitments and heavy capex could outpace cash generation. Wall Street remains bullish with a Strong Buy consensus and $248 …
Micron faces bull/bear debate amid cheap valuation and AI demand, but Alphabet's TurboQuant and Apple's on-device memory innovations threaten long-term chip demand, adding uncertainty despite Burry's…
Analyst Dan Ives highlights a 12-to-1 demand-to-supply ratio for Nvidia chips, countering Burry's bearish bets. Meta and Oracle's hyperscaler pivots broaden Nvidia's customer base, supporting continu…
Nvidia clarifies lenient payment terms for H200 AI chips to Chinese customers amid regulatory uncertainty; investor Michael Burry criticizes Nvidia's heavy AI dependence and bets against its stock de…
Investor Michael Burry takes a new short position on Tesla, citing overvaluation and shareholder dilution risks linked to Elon Musk’s $1 trillion compensation plan, amid growing institutional skeptic…
Investor Michael Burry criticizes Tesla as heavily overvalued due to dilution and Musk's massive pay, reinforcing his bearish stance with concerns on Tesla’s extended valuation multiples and lack of …
Nvidia expects strong Q3 revenue and robust Q4 guidance driven by AI chip demand despite concerns over short-seller Michael Burry betting against the stock.
Michael Burry, noted for his historic bearish bet on the housing market, recently took a strong short position on Nvidia, joining his prior bearish stance on other AI-focused stocks, signaling skepti…
Michael Burry, famed for his 2008 housing market bet, has taken a strong bearish stance on Nvidia, betting against the AI-driven stock due to skepticism about its valuation and prospects, amid broade…