Nvidia Engages In Twitter War With Michael Burry
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In this video we analyze Michael Burry’s criticisms of Nnidia and Nvidia’s response.
Shanaka Perrara’s full Substack post: https://substack.com/home/post/p-179453867
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#wallstreetmillennial
0:00 – 2:25 Intro
2:26 – 4:42 Parallels to Dot Com Bubble
4:43 – 15:40 GPU Depreciation
15:41 – 25:59 Nvidia Response
26:00 Conclusion
@wallstreetmillennial
September 28, 2026 at 10:10 pm
Thanks to Storyblocks for sponsoring this video! Download unlimited stock media at one set price with Storyblocks: http://storyblocks.com/wallstreetmillennial
@118Columbus
September 28, 2026 at 10:10 pm
I’m making racist AI slop videos – I need GPUs
@JonLundgren
September 28, 2026 at 10:10 pm
Altman. Meh. As far as depreciation, just go with what Charlie Munger said. Replace EBITDA with Bullshit earnings. Haha. Miss ya Charlie!
@rpoosua3452
September 28, 2026 at 10:10 pm
Burry have a point here.
@wiiity
September 28, 2026 at 10:10 pm
The fact Nvidia even responded to a substack shows they are scared about something. They would have entirely ignored it if michael was flat out wrong.
Btw im not some Michael Burry fanboy. People see a movie and suddenly they love him. He got one big crash right and about 50 wrong.
@xIQ188x
September 28, 2026 at 10:10 pm
My “we are not Enron” shirt is raising a lot of questions already answered by the shirt.
@klank67
September 28, 2026 at 10:10 pm
Considering the outlook for job replacement Im not sure what the best-use of AI is yet. Most of it performs poorly and is overhyped. Its a natural resource hog and inflationary. The technology infrastrucure is obsolete in a few years. Sounds to me more like how computers were supposed to displace paper. It never did. Im sure it has some kernals of goodness but right now its just computer generated porn 😅
@WhiteBreadCrumb
September 28, 2026 at 10:10 pm
nobody is claiming they are enron but they are claiming that that they are cisco.
@cd5433
September 28, 2026 at 10:10 pm
3:32 it continued to increase continually is a crazy sentance .
@cd5433
September 28, 2026 at 10:10 pm
Burry is severely overrated . He got one tbing right that was obvious for anyone who was looking who didn’t have a financial interests in it. Even then he almost lost all the money by being way too early .
@cd5433
September 28, 2026 at 10:10 pm
I bet Burry was looking at Zillow listings for ranches in Wyoming while doing this .
@zurielsss
September 28, 2026 at 10:10 pm
Michael Burry predicted 50+ bubbles in the last 20 years. Only 2 came true.
He is like a broken clock that is correct twice a day
@Playerk125
September 28, 2026 at 10:10 pm
if not bubble why bubble shaped?
@TyburVelereon
September 28, 2026 at 10:10 pm
Vera Rubin Observatory data is a perfect example of somethjng that needs lots of compute. However it does not need ai. The programs one could write are very simple. They just require a lot of computing power for data sets that big.
@nueralsage
September 28, 2026 at 10:10 pm
7:57 could this be why they want so bad to resume exports to China
@pn2543
September 28, 2026 at 10:10 pm
the bigger the bubble the more the CEO is doing public speaking to convince us its not a bubble, Altman, Huang, Musk et al
@mikethebike007
September 28, 2026 at 10:10 pm
the market is moving towards this Photonic (Light) Chip
@ecampo123
September 28, 2026 at 10:10 pm
Jensen Huang’s “NVIDIA is nothing like Enron” shirt has people asking a lot of questions already answered by his shirt
@tomblewomble3369
September 28, 2026 at 10:10 pm
That's forgetting the fact that GPUs can't run at 100% constantly for 5 years without failing.
@129Infinity-Wheelie
September 28, 2026 at 10:10 pm
14:25 why 6 years? During that time new centers should be operational and adding to revenue.
@techquad1151
September 28, 2026 at 10:10 pm
Right now stop buy, soon its no more than a cloud windows where u subscribe and cant have any Pc hobby left. have a GG! its over. I`m sad. storage, ram etc for Ai. Hey Microsoft and Nvidia are making war machines (Ai chips) so dont think it will be a better time for Pc user coming, First baby sickness ai for PVP games , so sad right now. this is my last Pc over a 30 year Pc hobby build!. Nvidia man is skynet man
@jamesowens7148
September 28, 2026 at 10:10 pm
What if don't need these "AI" tokens?
@alcaldealer8515
September 28, 2026 at 10:10 pm
2:26
@Chellz801
September 28, 2026 at 10:10 pm
The propaganda from these tech bros is getting so desperate
@Davidh741
September 28, 2026 at 10:10 pm
You are exactly as Enron who profited from death of Iraqis and Nvidia profits from Gaza Genocide
@JohnLawless
September 28, 2026 at 10:10 pm
Burry is wrong. Short selling Tesla didn't work
@virtualbikewithme
September 28, 2026 at 10:10 pm
Random AI business: We’re not establishing any paths to profitability. (Gold)
Jensen (Nvidia): You need more cutting edge GPUs. (Shovels)
@MH_Bikes
September 28, 2026 at 10:10 pm
A nonsense layercake.
High quality GPU's have other uses, residual value.
AI isn't comparable to High Speed, it's a level up vs. faster.
@AbeLincolnsFathersBoss
September 28, 2026 at 10:10 pm
Burry lost me after his April 2020 apocalypse prediction fail. Especially bc I felt the same, so his word solidified it in my mind
Comments are closed.