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Conversation: This Thanksgiving’s real drama may be Michael Burry versus Nvidia Crunch

A: Hey John! You been keeping up with the news?
B: Not much, what's new?

A: You know Michael Burry, right? The guy from "The Big Short"? He's causing a stir now.
B: Oh, really? What's he doing this time?

A: He's going after Nvidia! It's like a war! People think he might actually win it.
B: Wow, that sounds serious. What's his problem with them?

A: Well, he thinks they're overhyping AI and cooking their books. He's betting against the AI boom.
B: That's heavy... But what makes this different?

A: Because Burry has the audience now to potentially make it happen. If he can create enough doubt, he could really hobble Nvidia.
B: Man, that's a big deal if it happens. I wonder if Burry is right or just another permabear.

A: He did call the housing crisis, so maybe he knows something... But he's been predicting apocalypses since 2008!
B: Haha, sounds like a real character! Anyways, what about his latest move?

A: Oh, he launched a Substack called "Cassandra Unchained" to prosecute his case against AI. It's already got 90,000 subscribers!
B: Wow, that's crazy! But is he the canary in the coal mine or triggering the implosion himself?

A: History suggests it could go either way... Either way, it's a tempest we gotta watch out for!
Summary
Michael Burry, famously known for "The Big Short," is causing controversy by targeting Nvidia. He accuses the company of overhyping AI and cooking their books, leading to speculation that he might successfully undermine Nvidia. Burry's claims are supported by his earlier successful prediction of
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Date Name Words Time WPM
2025/11/28 08:03 Anonymous 221 126s 105
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ID: 08679496-25b2-4034-b203-1cba0247ab47

Category ID: conversation_summary

URL: https://techcrunch.com/2025/11/27/this-thanksgivings-real-drama-may-be-michael-burry-versus-nvidia/#conversation

Date: Nov. 28, 2025

Notes: 2025-11-28

Created: 2025/11/28 04:42

Updated: 2025/12/07 21:27

Last Read: 2025/11/28 08:03

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