Browsing: Burry

He sold half the NVDA calls, saying they “did their job,” but remained “long-term bearish” on Nvidia.

In its Q2 fiscal 2027 earnings report, the chipmaker announced $96.2 billion in revenue and $59.6 billion in net income, both up over 100% year-over-year. Those numbers are well above Wall Street estimates at $91.96 billion in revenue and $50.94 billion in profits, as reported in The New York Times.

Founded in 2022, Etched has emerged as a closely watched AI chip startup after raising $700 million from Jane Street and others at a $21 billion valuation. Yuvraj Malik·Stocktwits Published Aug 19, 2026   |   3:11 AM EDT

Michael Burry has been bearish on Nebius (NASDAQ: NBIS) and thinks the AI infrastructure boom is running on assumptions the underlying economics can’t support, according to media reports. Burry points to Nebius’s compute contract pricing as the red flag.

Burry called the AI boom “just an asset bubble, plain and simple,” directly comparing today’s enthusiasm to the dot-com era that preceded a massive crash.

Nvidia is working with Apollo, BlackRock, Blackstone, Brookfield, Goldman Sachs and KKR to mobilize more than $500 billion in third-party capital.