Nvidia is the new Cisco: this flawed argument is already old news. We already heard of this argument many years ago. Most of his arguments are just words salad, nothing really substantial. He is trying too hard.
His external investors don’t agree with him, thats why he is all alone now and have to deregister his hedgefund because he kept losing money.
Also note that unlike professional research where they will do an in depth study, Michael Burry doesn't speak to anyone else.
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