Nvidia namechecks Michael Burry in secret memo pushing back on AI bubble allegations
The fight between Nvidia and one of its loudest naysayers, investor Michael Burry, is escalating.Following the "Big Short" investor's series of social media posts arguing that the artificial intelligence investment boom is replaying the dotcom bubble from the 1990s, with Nvidia at the center of it, the chipmaker quietly circulated a private memo to analysts that explicitly namechecked Burry to push back on many of his claims."Nvidia emailed a memo to Wall Street sell side analysts to push back on my argumen ...