Michael is just trying to stay-To The Moon - Tiger Brokers Online Investing Community - To The Moon

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Michael is just trying to stay in the public eyes so he can sell his newsletter, given he had to close his fund.[Happy] so he was right in 2008, so what? Nvidia will do well. They shoukd just state this and keep up with the great results and ignore the critics.

Nvidia says it's not Enron. Michael Burry makes a different dot-com parallel.

Nvidia's investor-relations team reportedly made the case that is not engaging in fraud the way Enron did. Michael Burry is making a different dot-com metaphor.Nvidia and Michael Burry, the famed investor who was chronicled in The Big Short by spotting the subprime bubble, appear to be in a war of words.According to Barron's, Nvidia's investor relations team sent a memo to Wall Street analysts refuting key points of Burry's recent arguments against the graphics chipmakers, on topics ranging from its use of stock-based compensation to accounting practices. But it's clearly the latter topic that has the chipmaker on edge, and the perception that it's engaged in vendor financing to make demand appear strong.Burry, who has disclosed bets against Nvidia and Palantir via put contracts, isn't backing down."Nvidia emailed a memo to Wall Street sell side analysts to push back on my arguments on SBC and Depreciation. I stand by my analysis," he said on his new and wildly popular Substack, Cassan

Nvidia says it's not Enron. Michael Burry makes a different dot-com parallel.

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dw321
·11-25
Google TPU progress won’t hurt Nvdia demand meh?
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Nvidia will do well.&nbsp; They shoukd just state this and keep up with the great results and ignore the critics.&nbsp;</p></body></html>","htmlText":"<html><head></head><body><p>Michael is just trying to stay in the public eyes so he can sell his newsletter, given he had to close his fund.<span>[Happy]&nbsp;</span>&nbsp;so he was right in 2008, so what? Nvidia will do well.&nbsp; They shoukd just state this and keep up with the great results and ignore the critics.&nbsp;</p></body></html>","text":"Michael is just trying to stay in the public eyes so he can sell his newsletter, given he had to close his fund.[Happy] so he was right in 2008, so what? Nvidia will do well. They shoukd just state this and keep up with the great results and ignore the critics.","highlighted":1,"essential":1,"paper":1,"likeSize":4,"commentSize":1,"repostSize":0,"favoriteSize":0,"link":"https://ttm.financial/post/503997347894240","repostId":2586639429,"repostType":2,"repost":{"id":"2586639429","kind":"highlight","weMediaInfo":{"introduction":"Dow Jones publishes the world’s most trusted business news and financial information in a variety of media.","home_visible":0,"media_name":"Dow Jones","id":"106","head_image":"https://static.tigerbbs.com/150f88aa4d182df19190059f4a365e99"},"pubTimestamp":1764065040,"share":"https://ttm.financial/m/news/2586639429?lang=en_US&edition=fundamental","pubTime":"2025-11-25 18:04","market":"hk","language":"en","title":"Nvidia says it's not Enron. 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But it's clearly the latter topic that has the chipmaker on edge, and the perception that it's engaged in vendor financing to make demand appear strong.Burry, who has disclosed bets against Nvidia and Palantir via put contracts, isn't backing down.\"Nvidia emailed a memo to Wall Street sell side analysts to push back on my arguments on SBC and Depreciation. I stand by my analysis,\" he said on his new and wildly popular Substack, Cassan","content":"<font class=\"NormalMinus1\" face=\"Arial\">\n<p>\nMW <a href=\"https://laohu8.com/S/NVDA\">Nvidia</a> says it's not Enron. Michael Burry makes a different dot-com parallel.\n</p>\n<p>\n  By Steve Goldstein \n</p>\n<p>\n     Nvidia's investor-relations team reportedly made the case that is not engaging in fraud the way Enron did. Michael Burry is making a different dot-com metaphor. \n</p>\n<p>\n     Nvidia and Michael Burry, the famed investor who was chronicled in The Big Short by spotting the subprime bubble, appear to be in a war of words. \n</p>\n<p>\n     According to Barron's, Nvidia's investor relations team sent a memo to Wall Street analysts refuting key points of Burry's recent arguments against the graphics chipmakers, on topics ranging from its use of stock-based compensation to accounting practices. But it's clearly the latter topic that has the chipmaker on edge, and the perception that it's engaged in vendor financing to make demand appear strong. \n</p>\n<p>\n     \"NVIDIA does not resemble historical accounting frauds because NVIDIA's underlying business is economically sound, our reporting is complete and transparent, and we care about our reputation for integrity,\" the memo said, according to Barron's. \"Unlike Enron, NVIDIA does not use Special Purpose Entities to hide debt and inflate revenue.\" \n</p>\n<p>\n     Burry, who has disclosed bets against Nvidia and <a href=\"https://laohu8.com/S/PLTR\">Palantir</a> via put contracts, isn't backing down. \n</p>\n<p>\n     \"Nvidia emailed a memo to Wall Street sell side analysts to push back on my arguments on SBC and Depreciation. I stand by my analysis,\" he said on his new and wildly popular Substack, Cassandra Unchained. \"As well, I am not claiming Nvidia is Enron. It is clearly Cisco.\" \n</p>\n<p>\n     Cisco <a href=\"https://laohu8.com/S/CSCO\">$(CSCO)$</a> was not an accounting fraud, but it was briefly the world's most valuable company during the dot-com bubble, a crown Nvidia wears today. Now Cisco, which like Nvidia provided the backbone of a new technology, still exists but as the 28th largest company in the S&amp;P 500. \n</p>\n<p>\n     Nvidia stock (NVDA) rose on Monday but its shares are down about 14% from the late October peak. \n</p>\n<p>\n     -Steve Goldstein \n</p>\n<p>\n     This content was created by MarketWatch, which is operated by Dow Jones &amp; Co. MarketWatch is published independently from Dow Jones Newswires and The Wall Street Journal. \n</p>\n<pre style=\"white-space: pre\">\n \n</pre>\n<p>\n  (END) Dow Jones Newswires\n</p>\n<p>\n  November 25, 2025 05:04 ET (10:04 GMT)\n</p>\n<p>\n  Copyright (c) 2025 Dow Jones &amp; Company, Inc.\n</p>\n</font>","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>Nvidia says it's not Enron. 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Michael Burry makes a different dot-com parallel.\n</h2>\n\n<h4 class=\"meta\">\n\n\n<div class=\"head\" \">\n\n\n<div class=\"h-thumb\" style=\"background-image:url(https://static.tigerbbs.com/150f88aa4d182df19190059f4a365e99);background-size:cover;\"></div>\n\n<div class=\"h-content\">\n<p class=\"h-name\">Dow Jones </p>\n<p class=\"h-time\">2025-11-25 18:04</p>\n</div>\n\n</div>\n\n\n</h4>\n\n</header>\n<article>\n<font class=\"NormalMinus1\" face=\"Arial\">\n<p>\nMW <a href=\"https://laohu8.com/S/NVDA\">Nvidia</a> says it's not Enron. Michael Burry makes a different dot-com parallel.\n</p>\n<p>\n  By Steve Goldstein \n</p>\n<p>\n     Nvidia's investor-relations team reportedly made the case that is not engaging in fraud the way Enron did. Michael Burry is making a different dot-com metaphor. \n</p>\n<p>\n     Nvidia and Michael Burry, the famed investor who was chronicled in The Big Short by spotting the subprime bubble, appear to be in a war of words. \n</p>\n<p>\n     According to Barron's, Nvidia's investor relations team sent a memo to Wall Street analysts refuting key points of Burry's recent arguments against the graphics chipmakers, on topics ranging from its use of stock-based compensation to accounting practices. But it's clearly the latter topic that has the chipmaker on edge, and the perception that it's engaged in vendor financing to make demand appear strong. \n</p>\n<p>\n     \"NVIDIA does not resemble historical accounting frauds because NVIDIA's underlying business is economically sound, our reporting is complete and transparent, and we care about our reputation for integrity,\" the memo said, according to Barron's. \"Unlike Enron, NVIDIA does not use Special Purpose Entities to hide debt and inflate revenue.\" \n</p>\n<p>\n     Burry, who has disclosed bets against Nvidia and <a href=\"https://laohu8.com/S/PLTR\">Palantir</a> via put contracts, isn't backing down. \n</p>\n<p>\n     \"Nvidia emailed a memo to Wall Street sell side analysts to push back on my arguments on SBC and Depreciation. I stand by my analysis,\" he said on his new and wildly popular Substack, Cassandra Unchained. \"As well, I am not claiming Nvidia is Enron. It is clearly Cisco.\" \n</p>\n<p>\n     Cisco <a href=\"https://laohu8.com/S/CSCO\">$(CSCO)$</a> was not an accounting fraud, but it was briefly the world's most valuable company during the dot-com bubble, a crown Nvidia wears today. Now Cisco, which like Nvidia provided the backbone of a new technology, still exists but as the 28th largest company in the S&amp;P 500. \n</p>\n<p>\n     Nvidia stock (NVDA) rose on Monday but its shares are down about 14% from the late October peak. \n</p>\n<p>\n     -Steve Goldstein \n</p>\n<p>\n     This content was created by MarketWatch, which is operated by Dow Jones &amp; Co. MarketWatch is published independently from Dow Jones Newswires and The Wall Street Journal. \n</p>\n<pre style=\"white-space: pre\">\n \n</pre>\n<p>\n  (END) Dow Jones Newswires\n</p>\n<p>\n  November 25, 2025 05:04 ET (10:04 GMT)\n</p>\n<p>\n  Copyright (c) 2025 Dow Jones &amp; Company, Inc.\n</p>\n</font>\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"3NVD.UK":"LS 3X NVIDIA","NVDU":"2倍做多NVDA ETF-Direxion","IE00BDRTCR15.USD":"PINEBRIDGE GLOBAL DYNAMIC ASSET ALLOCATION \"ADC\" (USD) INC A","NVD2.UK":"2X NVIDIA ETP","NVDA":"英伟达","SNVD.UK":"LS -1X NVIDIA","LU2471134952.CNY":"INVESCO GLOBAL EQUITY INCOME ADVANTAGE \"A\" (CNYHDG) INC","IE00BHPRN162.USD":"BNY MELLON BLOCKCHAIN INNOVATION \"B\" (USD) ACC","LU2125909593.SGD":"Natixis Thematics Meta R/A SGD","NVDS":"1.5倍做空NVDA ETF-Tradr","NVD3.UK":"LS 3X NVIDIA","LU2452424414.USD":"BGF ESG MULTI-ASSET \"A10\" (USDHDG) INC","GB00BDT5M118.USD":"天利环球扩展Alpha基金A Acc","NVDS.UK":"LS -1X NVIDIA","NVD":"2倍做空NVDA ETF-GraniteShares","LU1894683264.USD":"AMUNDI FUNDS US EQUITY RESEARCH VALUE \"A2\" (USD) ACC","LU0823421416.USD":"BNP PARIBAS DISRUPTIVE TECHNOLOGY \"C\" (USD) INC","LU0511384066.AUD":"SUSTAINABLE GLOBAL THEMATIC PORTFOLIO \"A\" (AUDHDG) ACC","NVDY":"NVDA期权收益策略ETF-YieldMax","LU2168564065.EUR":"AZ ALLOCATION - TREND \"AAZ\" (EUR) ACC","LU0345769631.USD":"NINETY ONE GSF GLOBAL EQUITY \"A\" (USD) INC","LU2089284900.SGD":"Allianz Global Sustainability Cl AM Dis H2-SGD","IE00BQXX3C00.GBP":"GUINNESS GLOBAL INNOVATORS \"C\" (GBP) ACC","LU2860962120.EUR":"CPR INVEST - ARTIFICIAL INTELLIGENCE \"A2\" (EUR) ACC A","LU0096364046.USD":"CT (LUX) I AMERICAN \"DU\" (USD) ACC","IE00BSNM7G36.USD":"NEUBERGER BERMAN SYSTEMATIC GLOBAL SUSTAINABLE VALUE \"A\" (USD) ACC","IE00BD6J9T35.USD":"NEUBERGER BERMAN NEXT GENERATION MOBILITY \"A\" (USD) ACC","LU0868494617.USD":"UBS (LUX) EQUITY SICAV - US TOTAL YIELD SUSTAINABLE \"P\" (USD) ACC","LU2271345857.HKD":"ALLIANZ GLOBAL SUSTAINABILITY \"AT\" (HKD) ACC","NVDD":"1倍做空NVDA ETF-Direxion","LU1778281490.HKD":"HSBC GIF GLOBAL LOWER CARBON EQUITY \"AD\" (HKD) INC","LU2750360997.AUD":"INVESCO GLOBAL EQUITY INCOME ADVANTAGE \"A\" (AUDHDG) INC","IE0005OL40V9.USD":"JANUS HENDERSON BALANCED \"A6M\" (USD) INC","LU2191332357.HKD":"SCHRODER ISF SUSTAINABLE MULTI-ASSET INCOME \"A\" (HKDHDG) INC","LU1242518931.SGD":"Fullerton Lux Funds - Asia Absolute Alpha A Acc SGD","NVIW.SI":"NVDA 3xLongSG261006","LU2077746001.SGD":"Blackrock ESG Multi-Asset A2 SGD-H","CSCO":"思科","IE00BWXC8680.SGD":"PINEBRIDGE US LARGE CAP RESEARCH ENHANCED \"A5\" (SGD) ACC","2NVD.UK":"2X NVIDIA ETP","LU1803068979.SGD":"FTIF - Franklin Technology A (acc) SGD-H1","LU2236285917.USD":"ALLIANZ GLOBAL INCOME \"AMG\" (USD) INC","LU1989764664.SGD":"CPR Invest - Global Disruptive Opportunities A2 Acc SGD-H","LU0320765059.SGD":"FTIF - Franklin US Opportunities A Acc SGD","IE00BJJMRY28.SGD":"Janus Henderson Balanced A Inc SGD","LU0820561818.USD":"安联收益及增长平衡基金Cl AM DIS","LU0157215616.USD":"FIDELITY GLOBAL FOCUS \"A\" INC","BK4532":"文艺复兴科技持仓"},"source_url":"https://dowjonesnews.com/newdjn/logon.aspx?AL=N","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"2586639429","content_text":"MW Nvidia says it's not Enron. Michael Burry makes a different dot-com parallel.\n\n\n  By Steve Goldstein \n\n\n     Nvidia's investor-relations team reportedly made the case that is not engaging in fraud the way Enron did. Michael Burry is making a different dot-com metaphor. \n\n\n     Nvidia and Michael Burry, the famed investor who was chronicled in The Big Short by spotting the subprime bubble, appear to be in a war of words. \n\n\n     According to Barron's, Nvidia's investor relations team sent a memo to Wall Street analysts refuting key points of Burry's recent arguments against the graphics chipmakers, on topics ranging from its use of stock-based compensation to accounting practices. But it's clearly the latter topic that has the chipmaker on edge, and the perception that it's engaged in vendor financing to make demand appear strong. \n\n\n     \"NVIDIA does not resemble historical accounting frauds because NVIDIA's underlying business is economically sound, our reporting is complete and transparent, and we care about our reputation for integrity,\" the memo said, according to Barron's. \"Unlike Enron, NVIDIA does not use Special Purpose Entities to hide debt and inflate revenue.\" \n\n\n     Burry, who has disclosed bets against Nvidia and Palantir via put contracts, isn't backing down. \n\n\n     \"Nvidia emailed a memo to Wall Street sell side analysts to push back on my arguments on SBC and Depreciation. I stand by my analysis,\" he said on his new and wildly popular Substack, Cassandra Unchained. \"As well, I am not claiming Nvidia is Enron. It is clearly Cisco.\" \n\n\n     Cisco $(CSCO)$ was not an accounting fraud, but it was briefly the world's most valuable company during the dot-com bubble, a crown Nvidia wears today. Now Cisco, which like Nvidia provided the backbone of a new technology, still exists but as the 28th largest company in the S&P 500. \n\n\n     Nvidia stock (NVDA) rose on Monday but its shares are down about 14% from the late October peak. \n\n\n     -Steve Goldstein \n\n\n     This content was created by MarketWatch, which is operated by Dow Jones & Co. MarketWatch is published independently from Dow Jones Newswires and The Wall Street Journal. \n\n\n \n\n\n  (END) Dow Jones Newswires\n\n\n  November 25, 2025 05:04 ET (10:04 GMT)\n\n\n  Copyright (c) 2025 Dow Jones & Company, Inc.","news_type":1,"symbols_score_info":{"CSCO":1,"NVDD":0.6,"NVDU":0.6,"NVD":0.6,"NVDA":1.5,"SNVD.UK":0.6,"NVDS":0.6,"2NVD.UK":0.6,"NVDY":0.6,"NVDS.UK":0.6,"NVIW.SI":0.6,"NVD3.UK":0.6,"NVD2.UK":0.6,"3NVD.UK":0.6}},"isVote":1,"tweetType":1,"viewCount":1089,"commentLimit":10,"likeStatus":false,"favoriteStatus":false,"reportStatus":false,"symbols":["NVDA"],"verified":2,"subType":0,"readableState":1,"langContent":"EN","currentLanguage":"EN","warmUpFlag":false,"orderFlag":false,"shareable":true,"causeOfNotShareable":"","featuresForAnalytics":[],"commentAndTweetFlag":false,"andRepostAutoSelectedFlag":false,"upFlag":false,"length":211,"optionInvolvedFlag":false,"xxTargetLangEnum":"ORIG"},"commentList":[{"id":503964994237016,"commentId":"503964994237016","gmtCreate":1764075638889,"gmtModify":1764075645271,"authorId":3578904373237924,"author":{"id":3578904373237924,"idStr":"3578904373237924","authorId":3578904373237924,"name":"dw321","avatar":"https://static.tigerbbs.com/4425061ef8f6492240624ef8525e56af","vip":1,"currentWearingBadge":{"badgeId":"1026c425416b44e0aac28c11a0848493-3","templateUuid":"1026c425416b44e0aac28c11a0848493","name":" Tiger Idol","description":"Join the tiger community for 1500 days","bigImgUrl":"https://static.tigerbbs.com/8b40ae7da5bf081a1c84df14bf9e6367","smallImgUrl":"https://static.tigerbbs.com/f160eceddd7c284a8e1136557615cfad","grayImgUrl":"https://static.tigerbbs.com/11792805c468334a9b31c39f95a41c6a","redirectLinkEnabled":0,"hasAllocated":1,"isWearing":1,"stampPosition":0,"hasStamp":0,"allocationCount":1,"allocatedDate":"2025.04.24","individualDisplayEnabled":0,"individualDisplaySort":0,"categoryType":1001},"crmLevel":12,"crmLevelSwitch":1,"individualDisplayBadges":[]},"repliedAuthorId":0,"objectId":503997347894240,"objectIdStr":"503997347894240","type":1,"supId":0,"supIdStr":"0","prevId":0,"prevIdStr":"0","content":"Google TPU progress won’t hurt Nvdia demand meh?","text":"Google TPU progress won’t hurt Nvdia demand meh?","html":"Google TPU progress won’t hurt Nvdia demand meh?","likeSize":0,"commentSize":0,"subComments":[],"verified":10,"allocateAmount":0,"commentType":"valid","coins":0,"score":0,"disclaimerType":0}],"hasMoreComment":true,"orderType":2}