Michael Burry Flags “Suspicious Revenue Recognition”

[ed]

Michael Burry says Nvidia may be counting revenue multiple times because many AI buyers fund purchases with loans or credits tied to the same companies they buy from.
Meanwhile, Nvidia converts only 75% of its profits into cash, far below TSMC and AMD’s 95%+.
Burry and others fear older GPUs with high energy costs may be overvalued, prompting major investors like Peter Thiel and SoftBank to dump NVDA shares.

[Nahid Hossen]

When Burry talks, the market listens… or panics.

[Abdul Khan]

He doesn’t call things out unless he sees real red flags. ️