Burry Warns of Nvidia Bubble, Nvidia Disagrees
Update: 2025-11-25
Description
Famed investor Michael Burry compares Nvidia to Cisco, warning of a potential AI bubble. He points to supply-side gluttony and strained depreciation schedules, questioning Nvidias stock-based pay and buybacks. Nvidia denies his claims, but Burry remains unconvinced, suggesting the companys stock surge and massive valuation may not align with the underlying economics.
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