Michael Burry said the defining feature of today’s AI frenzy is a runaway capex cycle that resembles -- and even exceeds in several respects -- the fibre-optic and router boom of the late 1990s. Combined with thin monetisation and reflexive capex hype,

The Big Short' investor Michael Burry has publicly called the financials of Nvidia into question, and the company has fired back.

Michael Burry is standing by his criticism of Nvidia Corp. even after a report said the leading artificial intelligence company pushed back on his analysis.

Michael Burry is once again positioning himself against one of the market's most crowded trades, taking aim at Nvidia's artificial-intelligence boom and pairing that skepticism with fresh shorts on Palantir.

Michael Burry doubles down on his Nvidia short thesis, rejecting the firm's rebuttal memo. Ming-Chi Kuo defends, calling fraud claims wrong.

Michael Burry Nvidia stock-based compensation issue: Renowned investor Michael Burry has sharply criticized Nvidia's accounting, particularly stock-based compensation, following its stellar quarterly results.

Burry has had a tumultuous relationship with Tesla stock over the years, famously holding a massive short position against the automaker in 2021 before eventually closing it. While he has been quiet on Tesla for a while, his latest newsletter focuses on how tech companies use stock-based compensation to obscure their real costs.

Nvidia has refuted claims from Michael Burry, saying it is not Enron in an internal memo. However, the company is not out of the woods yet if the AI rally turns out to be a bubble.