Kakashii (@kakashiii111): "Dr. Burry's latest thoughts explain amazingly well what I meant in my last take on Nvidia's Everest Mountain of supply-related commitments. I dare you to read this!"

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Dr. Burry's latest thoughts explain amazingly well what I meant in my last take on Nvidia's Everest Mountain of supply-related commitments.

I dare you to read this!

Michael Burry

Feb 26

Just a single short thought tonight on Nvidia’s numbers. There is one aspect that stood out to me, and I wanted to explain it more formally, with charts and history and such.

michaeljburry.substack.com/p/short-thought-nvid…

Feb 26

2:32 PM

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