Michael Burry flagged data showing that data center construction has continued to accelerate despite higher interest rates, ...
Burry recently called Etched, a four-year-old AI chip startup, “serious competition” for Nvidia. The timing makes the warning ...
Michael Burry says AI giants are inflating profits with depreciation tricks. A veteran CPA explains 5 things every 401(k) ...
The investor who called the 2008 housing crash is now betting against artificial intelligence — and he's using words like ...
Michael Burry flagged a potential "disruption" for AI stocks that could stem from Etched, the tech startup hiring top Nvidia ...
The stock market has never had trouble producing extreme opinions, particularly when investors are trying to put a value on ...
Tom Lee pushes back on Michael Burry's Enron warning, saying $3 trillion in off-balance-sheet AI deals misreads the risk.
Nebius NBIS trades at $248.43 after a 454% revenue quarter. Our $390 bull vs $130 bear bracket, and why Michael Burry's short is an accounting argument.
Michael Burry指AI芯片初創Etched對英偉達構成嚴重競爭 Etched完成7億美元融資,估值翻倍至210億美元 Etched專注AI推論優化,芯片效能與成本優於英偉達 電影《沽注一擲》主角原型、美國對沖基金經理Michael ...
Etched, a groundbreaking AI chip startup, is challenging Nvidia's dominance with its ultra-fast inference computing ...
Founded in 2022, Etched has emerged as a closely watched AI chip startup after raising $700 million from Jane Street and ...
Michael Burry has been bearish on Nebius (NASDAQ: NBIS) and thinks the AI infrastructure boom is running on assumptions the ...