Burry vs Nvidia escalates after SBC claim, chip giant fires back
Michael Burry escalated his criticism of Nvidia, alleging the company understated stock-based compensation and inflated owners earnings by 50%. Nvidia privately pushed back, denying any Enron-like fraud. Burry has amplified his AI pessimism since October, while Nvidia stock has dropped about 10% this month amid mounting AI bubble fears and heightened volatility.