NVDA : Crushed by Burry's Short and More ... ?
@JC888：
The market landscape in December 2025 is currently defined by a "clash of titans": (1) bearish conviction of Michael Burry vs (2) structural demand for AI infrastructure. While the "AI Bubble" narrative has gained significant traction, reality is more nuanced than a simple "true or false" verdict. For a start, let’s look at how Nvidia’s fundamentals & technicals stack up against the market’s current "rut". For that, I defer to NVDA and its 2 closest competitor - $Broadcom(AVGO)$ and $Advanced Micro Devices(AMD)$ (see below) Nvidia’s P/E of 42.2 is lower than both Broadcom and AMD. (see above) Although Burry calls this a bubble, market bulls point to the 111% Return on Equity (ROE) as evidence that NVDA