NVIDIA
Note: Mentioned as part of AI Financial Bubble discussion on the OGM 2025-11-06 call.
Context
Central to AI chip bubble - unsustainable growth concerns
Mike's Assessment
"We're not going to maintain the kind of growth that we've seen from NVIDIA and some of these other companies"
Michael Burry Connection
Michael Burry shorting NVIDIA heavily as part of broader tech sector short.
The Role
- Makes GPU chips essential for AI training
- Stock price soared with AI boom
- Question: Is the growth sustainable or bubble?
Related Concepts
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