Subject: Re: Bubble Watch
Nvidia isn't Enron, its Cisco...

https://www.cnbc.com/2025/11/2...

“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,” Burry said in a post on Substack, referring to stock-based compensation. “I am not claiming Nvidia is Enron. It is clearly Cisco
.”

tecmo
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