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-1794...

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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