This rally has all the characteristics of an anti-consensus rally. It has come in the face of an adverse policy backdrop globally and soft growth outlook in the developed markets.
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