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$Vistra Energy Corp.(VST)$
Why would anyone care about what this scammer thinks? [Happy]
Robert Kiyosaki Predicts Global Financial Meltdown Following Japan's Carry Trade Closure, Says "30 YEAR BUBBLE BURSTING"
Nvidia is the new Cisco: this flawed argument is already old news. We already heard of this argument many years ago. Most of his arguments are just words salad, nothing really substantial. He is trying too hard. His external investors don’t agree with him, thats why he is all alone now and have to deregister his hedgefund because he kept losing money. Also note that unlike professional research where they will do an in depth study, Michael Burry doesn't speak to anyone else.
"Big Short" Investor Burry Targets AI Boom With New Blog After Hedge Fund Closure
Has nothing to do with AI bubble. Triggered by jobs report and crypto liquidity issue. It affects all the stocks not just AI.
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Which is why Congress is so outdated, China revenues is literally zero now. They are busy politicking without considering real world consequences and reality.
White House Asks Congress to Reject Bill Curbing Nvidia Exports, Bloomberg Reports
Overreaction is when they are interpreting noises as fears or concerns. Instead of saying Peter Thiel sold Tesla, Nvidia and Vistra, he still hold Palantir stocks. They focus on "Peter Thiel dump Nvidia." Same for SoftBank This overreaction is exactly why they exit, because now they can enter back at a discount.
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It's kinda pointless. Impractical bill. Firstly, you can't verify whether the demand in US is met periodically, and secondly, OpenAI, Microsoft are also building data centers in other countries. Plus right now China is also not willing to buy US chips. So this legislation is just meaningless and waste of taxpayers time.
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Fraudster...de-register to hide his positions and losses from public view while trying to manipulate the market.
"Big Short" Michael Burry De-Registers Scion Asset Management
Michael Burry is a joke
Apple Locks In Over Half Of TSMC's 2nm Chip Supply As Shortage Looms — Nvidia Pushes For More AI Chips
LOL..he is too much. He realizes that he loses his bets, and is trying too hard. He is intentionally trying to create dips because he knows he gets the attention. [Happy] Didn't Nvidia already trying to offload some of the deprecation concerns through chips leasing.
Michael Burry Warns of $176 Billion Depreciation Understatement by Tech Giants
At this point, people still don't realize the implications of AI with military and why it is so important to the government. Bubble? It is too costly for them to fail or fall behind China.
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Nvidia is already making good growth and Korea is also buying. I don’t think the Chinese will block for long if Korea somehow catches up to them. Short-term speculators are too focused on China sales alone. Micron is doing well without China sales too. I don't tjink anyone is looking for a bailout, they just like to misinterpret these things.
Nvidia Dropped 4% As Trump Official Says "No Federal Bailout" For AI
Non-gov numbers can be manipulated and are not independent. Don't rely on that.
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$NVIDIA(NVDA)$
The more you give them, the more they ask for. Maybe when they crippled their own supply chain and China manages to catch up, then they will know they are screwed. [Happy] [Happy] [Happy] go go BABA and BAIDU$Alibaba(BABA)$
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So...in the end, he is admitting that the Chinese helped him to win the election. [LOL] But if US Gov is too involved, wouldn't the democrats later ban him and conservatives from TikTok?
Trump Will Sign TikTok Executive Order on Thursday, Source Says
$NVIDIA(NVDA)$ Critical Thinking Time If OpenAI already bought so many chips from NVIDIA, and still need to manufacture their own due to computing needs. Can Chinese Chips manufacturers fulfill the compute demand of the Chinese Tech Giants? If AMD took so long and still yet to catch up to NVIDIA nor take a major share from NVIDIA, can Chinese Chips companies catch up to NVIDIA that quickly? Think not speculate.
Strong woman [Salute] [Salute]
Fed's Cook Says Trump Has No Authority to Fire Her, Will Not Resign
Note: this is fake news. Not from Reuters
Nvidia Stock Falls over 1% as It Orders Suppliers to Halt Work on China-Focussed H20 AI Chip
lol. A small profit-taking session gets overblown and cooked into some industry vulnerability story.
US Tech-Stock Stumble Shows Vulnerability in AI Trade
A lot of speculations but his pay structure isn’t the same as Elon Musk. He did a great job navigating Nvidia during the tariffs and export controls crisis, it is reasonable for him to reap the profits of his hard work. Instead of him losing confident, he knows those deals will ramp Nvidia up and is only collecting some rewards. Size of his sale pales in comparison when compared to Elon and Palanti CEO.
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