4663
4504
Loading version...
🔄 Update App
🔍 Check for Updates
Test Notification
🔔 Enable Notifications
📰 Fetch NHK News
🚀 Fetch TechCrunch News
🧪 Experiment
📰 Wordlist List
📚 Reading List
🎤 Speaking List
📊 Statistics
💻 Software Statistics
Push Admin
Edit Reading
Back to List
Basic Information
Title
Please enter a title.
URL
Please enter a valid URL.
Date
カテゴリID
画像ファイル名
単語数（空欄の場合は本文から自動計算）
空欄の場合は本文から自動計算されます。本文が空欄の場合は既存の値が保持されます。
統計情報
現在の単語数:
143語
読了回数:
0回
作成日:
2025/11/28 04:43
更新日:
2025/12/07 21:27
本文
本文
1. Michael Burry, famous investor known for predicting the housing crisis, is waging a war against Nvidia, claiming that its stock-based compensation has cost shareholders billions and its AI customers are in a circular financing scheme. 2. Burry has accused Nvidia of cooking their books by slow-walking depreciation on equipment and overstating customer demand. Despite Nvidia's recent strong earnings report, Burry maintains that the company is overvalued and may be destined for a collapse similar to Cisco in the late 1990s. 3. Burry has launched a Substack called "Cassandra Unchained" to prosecute his case against Nvidia and the entire AI industrial complex, gaining a rapidly growing audience of over 90,000 subscribers in just a week. His actions may have already triggered some selling of Nvidia shares, and his bearish thesis could potentially create a self-fulfilling crisis of confidence if enough investors believe him.
メモ
メモ・感想
2025-11-28
キャンセル
更新
Debug Info:
Saved State:
-
Redirected Flag:
-
Current URL:
-
Refresh
Close
Debug
Send Report
Send Report
Draw Arrow
Clear
Message:
Cancel
Send
