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Investment Strategies / Index Investing
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Author: tecmo   😊 😞
Number: of 285 
Subject: Re: Bubble Watch
Date: 11/25/25 12:08 PM
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No. of Recommendations: 9
Nvidia isn't Enron, its Cisco...

https://www.cnbc.com/2025/11/25/nvidia-pushes-back...

“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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