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,

Nvidia (NASDAQ:NVDA) stock has been through plenty of rough patches before, but something certainly feels more ominous this time around, with shares failing to sustain a rally after a record quarter and an upbeat tone from its CEO,

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

Michael Burry said Nvidia's rebuttal to his critiques contained "one straw man after another," adding that he owns put options on Nvidia and Palantir.

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 argues Nvidia's $112.5B buybacks added 'zero' value, citing SBC dilution as the "true cost" to shareholders in a new critique.

Renowned investor Michael Burry raises alarms about Nvidia's accounting practices, focusing on stock-based compensation and potential earnings overstatements following the company’s impressive 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.

The investor said seeing the blockchain-based currency hit $100,000 was "the most ridiculous thing."

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.