🌟🌟🌟Michael Burry of the Big Shot fame, is back in the news. This time his target is
$NVIDIA(NVDA)$ His latest warning is that
$Taiwan Semiconductor Manufacturing(TSM)$ wants NVIDIA to place massive, non refundable orders months in advance. If AI demand drops suddenly, NVIDIA is left holding a multi billion dollar bag of chips nobody wants.
Michael Burry is comparing NVIDIA to Cisco in 2000.
However CEO Jensen Huang argues that this isn't an AI bubble as we have moved from "training" to "reasoning" (inference). Every AI agent like Claude needs constant compute power, making NVIDIA more like a utility than a cyclical tech stock.
Nvidia's latest guidance shows that it is struggling to keep up with the insatiable demand from the hyperscalers like Meta, Amazon and Microsoft.
I believe in Jensen Huang's thesis that AI is our next industrial revolution. A good strategy is to Dollar Cost Average into NVIDIA and hold for long term.
@Tiger_comments @TigerStars @TigerClub
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