This Thanksgiviving Ino play could be Michael Burry vs

You worship the details of Thanksgiving, history Michael Burry Burry

It’s a fight worth watching because the burn can be won. What makes this different from any other warning about the ai bubble is that the target audience is likely to be the catalyst for its collapse. They are giving birth to ai boom, but they are also trying to prove to their large number of followers that the king – nvidia – has no clothes. What everyone is now wondering is even blowing if the burning is enough to be very difficult for me to be strong and, among other associations in this article, including Treatai.

Burry has thrown himself into the test in recent weeks. He has been slinging mud at NVIDIA; He also exchanged negative comments with Pallantir CEO Alex Karp after he left $1 billion that they lose. (Karp went on CNBC and called the Burry method “Crazy Bathit“How hot it is to mock the carp Due to not understanding how to calculate sec.) Steat looks at the middle of the division: Has AI changed anything and are we right in the Manamu division that should end?

Burry’s claims are made directly and damagingly. They say that Nvidia’s stock returns are worth $ 112.5 billion, in fact “repeatedly” He said that companies are cooking their books by slowly reducing the electricity that loses value quickly. .

Enough people are starting to refer to Burry as NVIDIA, although the money that was returned last week, is forced to respond soon. In a seven-page memo posted to Wall Street Spend last week by the NZidia team First to be said And Barron’s – the company was removed, saying that the math is burning is wrong, including because he is wrongly included in taxes ” Nvidia’s employee compensation is also “in line with my friends.” And NVIDIA is, absolutely, not Enron, thank you very much.

At Burry’s the answerIn short: I didn’t imagine NVIDIA going to Enron. I compare NVDIIA to Cisco in the late 1990s, when it included so much at the time that no one accepted it at the time and everyone realized a lot.

This may seem like a tempest in a teapot at Thanksgiving next year – or not! Nvidia shares will triple from 2023. The company’s market value at this time is $ 4.5 trillion. The result of owning the most important company in the world is faster than anything the market has seen before. But baking has a difficult history. He called it home anxiety, which made him very nervous. But since 2008, he has been predicting different things that he always talks about, and after getting him “Permaar” from the critics, while the people who listen to him and worship him, he has the biggest problem in the market. Burry made a wise purchase of the game. He shorted the tesla and lost the opportunity. After his housing crisis, frustrated artists chased his fund for a power transmission.

Earlier this month, burning burry his company hard, the management of Scion, and sec. He said that because of the restrictions of “Relationships and relationships that frustrated my ability,” explaining that he was disappointed, watching people misinterpret his tweets on X.

Last week, he launched an invited “Cassandra is inconsistent“Now he is using his case against the entire Airfarth issue.

People are listening. The story was launched less than a week ago, and already has 90,000 subscribers. Which brings us to the unshakable question underlying all of this: fired by the canary mine, visiting the inevitable fall? Or could His popularity, his style, his uninspired voice, and a growing audience cause the disruption he predicts?

History shows that this is not crazy. Jim Chanos, a small trader, did not commit fraud on the people of Enron, but he challenged his high profile in 2000 and 2001, allowing him to free the company and help it get out. The famous DZUDD TOGY TODYHAW David Tersal Lehman’s match Brothers Brothers Conft at the 2008 Conferes doubted a lot and may have collapsed. In both cases, the problems they faced were real, but the challenger with the platform created a problem of trust that was met.

If enough Sellers believe that Ai’s hide has grown, they will sell. The sale confirms his sad feelings. Most investors will sell. Burry doesn’t have to be right about everything – it just has to be attractive enough to start a stampede. Looking at Nvidia’s performance, it’s easy to conclude Burry’s warnings are valid; Judging by the game’s performance throughout the year, it’s definitely what it is.

What is clear is that NVIDIA has everything to lose, including a large market value and its image as the most important company of the AI ​​age. At this point, the burn has lost nothing but its reputation and a new megaphone that it can use to make a full comeback in the future.