This Thanksgiving's real drama may be Michael Burry versus Nvidia | TechCrunch
Michael Burry is mounting a public, potentially market-moving bearish campaign targeting Nvidia and related AI firms, backed by over $1 billion in put-option bets.
Read Nvidia's rebuttal to Michael Burry's criticism that the AI chip titan has hurt shareholder value
Nvidia rebutted Michael Burry's claims, clarifying repurchase figures and defending employee equity practices while Burry maintains skepticism and plans to publish fuller analysis.
Nvidia's 'I'm Not Enron' memo has people asking a lot of questions already answered by that memo
Nvidia denied a viral, baseless accounting-fraud claim, clarified stock-based compensation accounting, and refuted mistakes in Michael Burry's analysis.
Chipmakers like Nvidia and Broadcom are using a classic Silicon Valley tactic to retain their most valuable employees
As their valuations skyrocket on the back of the AI boom, so do pay packages for employees whose compensation is tied to stock price. Some are anticipating paydays worth millions of dollars.