两边的故事，只有一个结果

来源: 于 2025-11-20 12:43:05 [博客] [旧帖] [给我悄悄话] 本文已被阅读：次
  • Michael Burry of "The Big Short" once again took aim at Nvidia after its earnings beat on Wednesday.
  • He questioned the longevity of its chips, its stock dilution, and the "give-and-take deals" in AI.
  • Nvidia's bosses dismissed talk of an AI bubble and touted their chips' lifespan on an earnings call.

Michael Burry has continued his crusade against Nvidia and the broader AI boom, even after the chipmaker's bosses reported blowout earnings and responded to two of his chief concerns.