Nvidia name-checks Michael Burry in secret memo pushing back on AI bubble allegations

The chipmaker quietly circulated a private memo to analysts that explicitly name-checked investor Michael Burry and pushed back on many of his claims.

Nov 25, 2025 4

Nvidia name-checks Michael Burry in secret memo pushing back on AI bubble allegations
The chipmaker quietly circulated a private memo to analysts that explicitly name-checked investor Michael Burry and pushed back on many of his claims.
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