NVidia perspektiiv

Nvidia Blackwellil on olulised probleemid õnnestunud protsessorite väljatuleku protsendiga (yield). Väidetavalt on osa tootmismaske ümber tehtud ja elu peaks nüüdseks lill olema. Kui ei ole (selgub aasta lõpuks), siis on midagi metsas kas Nvidia engineeringus või TSMC tootmises või mõlemas. Eriti see viimane ajaks muidugi turud hooga kukkuma.
Mida siis kohalikud gurud sellest Nvidia kohtuasjast arvavad?
5,7 öljardit pole ka mingi kommiraha :)

Big Short” investor Michael Burry, known for his successful bets against the U.S. housing market in 2008, has deregistered his hedge fund, Scion Asset Management.

The Securities and Exchange Commission’s database showed Scion’s registration status as “terminated” as of November 10. Deregistering would imply the fund is not required to file reports with the regulator or any state.

Bets by Scion, which managed $155 million in assets as of March, have long been dissected for hints of looming bubbles and signs of market froth.

In a post on social media platform X on Wednesday, Burry said, “On to much better things Nov 25th.” Scion Asset Management did not immediately respond to a Reuters request for comment.

Burry has stepped up criticism of technology heavyweights, including Nvidia

and Palantir Technologies

, in recent weeks, questioning the cloud infrastructure boom and accusing major providers of using aggressive accounting to inflate profits from their massive hardware investments.

Bearish AI bets

“Burry’s decision feels less like ‘calling it quits’ and more like stepping away from a game he believes is fundamentally rigged,” said Bruno Schneller, managing director at Erlen Capital Management.

Ray Dalio lause et Market can Stay irrational longer than You liquid say karmi tõestuse jälle