|
Michael Burry is famous for predicting the 2008 housing crash. But he’s also made many predictions that haven’t panned out. The famous investor now says buyers may never earn a real return on Nvidia’s chips. But Nvidia says he’s wrong. On the earnings call, CFO Colette Kress said the company’s hardware stays productive far longer than people think. She pointed directly to the company’s CUDA software system as the reason. As she explained: “The long useful life of NVIDIA’s CUDA GPUs is a significant Total Cost of Ownership advantage over accelerators. CUDA’s compatibility in our massive installed base extend the life [of] NVIDIA systems well beyond their original estimated useful life. Thanks to CUDA, the A100 GPUs we shipped six years ago are still running at full utilization today, powered by vastly improved software stack.” Her answer targeted a big concern spreading on Wall Street. As Nvidia releases faster and more efficient chips at a rapid pace… Investors worry earlier generations will become outdated before companies can make money on them. But Burry isn’t letting go of his thesis. He sees a contradiction. Nvidia claims its new chips are dramatically better… while insisting old chips still hold strong economic value. Burry recently revealed a large bearish bet against Nvidia and Palantir. After Nvidia’s big quarterly report, he went back to X and reinforced his bearish view. He thinks companies will keep pouring money into AI hardware to avoid falling behind… not because the hardware pays for itself yet. Ian Wyatt *** Featured Research *** BofA bullish on this hidden AI stock Bank of America says this stock could make you 33% in the year ahead. Here’s why (and the NAME & TICKER). Something I found interesting about Ray Dalio I was reading about how Ray Dalio’s team built a $2B AI-driven trading fund. They’re using models from OpenAI and others to pick trades — it’s a big shift for Bridgewater. We’ve been working on something similar, and I thought you might find it interesting. New Social Security change for 2026 Frankly, the current path of Social Security is a disgrace. Here’s what’s going to happen starting in 2026. © Wyatt Investment Research. All rights reserved. Wyatt Investment Research is not a broker dealer of financial advisor. This content is for informational purposes. Nothing in this email should be considered investment advice. Every investment has risk and you could lose your investment. You can review terms of use and disclosures by clicking here. You are subscribed with the following email address: penunggangbadai.moneyblog@blogger.com We love hearing from subscribers. Please reply to this email with any feedback or suggestions. Contact abuse@wyattresearchnewsletters.com to report any issues or concerns. For questions regarding your account please call 866-447-8625. Wyatt Investment Research LLC |
Subscribe to:
Post Comments (Atom)
0 Response to "Nvidia challenges Michael Burry"
Post a Comment