Big Short Michael Burry 再次叫板Jensen Huang,大拿們怎麽看?

來源: 2025-12-19 14:22:36 [舊帖] [給我悄悄話] 本文已被閱讀:

是因為he lost his shirts (and shorts)?還是真有點影子?最近NVDA走勢疲軟,手裏還有一些,有點猶豫。

 

Michael Burry, famed investor of The Big Short, recently asked for evidence of the “mass quantities” of Nvidia GPUs being housed in the U.S. His request came on the heels of an extensive thread on X claiming CEO Jensen Huang’s statements about the business aren’t adding up. 

Huang said this past October that Nvidia had shipped 6 million Blackwell GPUs, the company’s fastest AI chips, over the past year, according to CNBC. But a user under the name @Kakashii posted on X December 7 disputing the claims, a thread Burry chose to amplify and double down on.