The US brokerage cited the stock’s premium valuations and said expectations of high NIMs and opex could disappoint in the near-term. The stock trades at 2.2 times its forward price-to-book value – above its long-term average.
Michael Burry calls Nvidia ‘heck of a trade’ after Huang’s scandal sparks $430 bn selloff. Why is Big Short fame dismissing fears?
Michael Burry sees a near-term trading opportunity in Nvidia despite his broader concerns about AI valuations. The Big Short investor believes Jensen Huang’s personal controversy