Our real drama may be Michael Burry Versus NVIDIA

When you have flashed to the details of the investors, the export of Michael Michael Burry in Kristel played “- Big Cikalap” – has joined the growing battle against Nvidia.

It was a battle that saw Burry likely to win. What makes this different in every other application of the AI ​​bursary is that Burry now has readers and freedom from restorative constraints during catalsy. HeTS fought against A Booom, but he also reached a privateer to convince the growing number of followers of the rollers – NVIDA – without clothes. What everyone is now wondering is whether Burry can create enough that is enough doubt nvidia and, by Insurance, other characters are not in this story, including Carcai.

Burry has thrown himself into the business in recent weeks. He is slinging mud at nviddia; He is also a trader of comments, and the CEO of Pelantir CEO Ale TTP after the placement of the arrangement of wangsinan held $ 1 billion that they are more than $ 1 billion more than $ 1 billion that they continue to be $ 1 billion that they are (KARP left in CPBC and called Nurry’s strategy “Bathhit go crazy,” to Rudly Dides Ku Tarress Tarrésana: And we are now in Bandung Berés.

Bury’s charges are particular and broken. He said the announcement of Marvidia’s share price of $ 112.5.5 billion, basically “destroyed the owner’s income by 50%.” He should point out that AI companies are shedding books by feverishly running on tools that are losing value quickly. (Burry believes that Nversia customers who oversal life is useful for Gpus Nversia’s.) As well as this request of the applicant, that customers by customer scheme. In our financing scheme

Enough people have already started that NVIDI, despite the blowout cost of the week, feels ready to respond to the new. In a seven-page memo that was sent to the Wall Streetsts Strealsts this weekend with the NVIDIA research team first reported by Toon’s – Baling Area. NVIdia Employee Station is also “consistent with peers.” And NVdia is definitely, not true, not Enron, thank you very much.

Bury’s response, in Alsshell: I’m not comparing NVIdia to Enron. I compare nvidia to Cisco Untra of the late 1990s, when it was overratatites that were not needed at the time and the stock was known 75% 75% when everyone realized.

This all doesn’t look like a charmer in a teapot by Thanksgiving next year – or not! NVIDIA’s stock has already made twelve Ascents to become the most valuable company in the world faster than anything the market has seen before. But Burry has a complicated track record. He is a house cat, which brings him good. But since 2008, he has dedicated various apocalypses of things that are quite good, spying on him the label “permabar” of critics, of the greatest cultural critics. Leby smartly bought gamestop early, for example, but he then sold his shares before the brazing weze explosion. He upgraded Tesla and lost his wealth. After monitoring the acquisition of Smart Phones, Instants Féféded actually generate funds due to upapperying.

Later this month, Burry Ternikisisip S tegel invest, get whiam, with a penny. He said it was due to “caribulation and chemcatedes that effectively explored my ability to communicate,” Canceling those who received his tweets X.

Last week, he launched a number called “Cassandra unchaat” which is now using its name against the industrial complex. Descriptors for the newsletter, the annual Al year subscription that is greater than $400, is that it is now from “Focus, Pattern,

People definitely listen. The newsletter was launched less than a week ago, and it already has 90 subscribers. Which brings us to the question that really hangs all this: Burry canary in the coal mine, warning of the inevitable collapse? Or could it be the populace, the track record, the undefined voice, and the fierceness of the prejagger that is so fast that the impression he has directed?

History shows this is not crazy. J. Chanos, a famous short seller, did not create a fraud charging Enron’s Enron’s credit in 2000 with explorers. Hedge fund managers In both cases, the situation is real, but the trusted critics and platforms create a crisis of confidence that becomes self-fulfilling.

If enough investors believe kulry about Ai shortage, they will sell. Selling will validate the long thesis. More investors will sell. Burry doesn’t need to be right about every detail – he just needs to be convincing to trigger the stigger. Looking at the November provies, it is easy to conclude Lurry’s warning did not take; looking at the stock’s performance throughout the year, it’s less clear which is the problem.

Much more clear is that NVdiagara has everything to lose, including the market cap almost done by Positioning It As the most important company. In the meantime, Lurry has nothing to lose but his feedback and new margaphone that he will use at full volume for a good meter.