Nvidia Claps Back at Burry: 'Your Math's as Twisted as AI Tweets'
KEY POINTS
- â˘Michael Burry criticized Nvidiaâs stock-based compensation for reducing shareholder earnings by 50%.
- â˘Nvidia responded with a memo clarifying they repurchased $91 billion in shares, not $112.5 billion, disputing Burryâs math.
- â˘Burry launched a newsletter named 'Cassandra Unchained' to expand his critiques of the AI boom.
- â˘The memo also rejected AI bubble fraud comparisons and addressed concerns about circular financing and high-end GPU depreciation.
In a spicy 2025 showdown, Nvidia decided to name-drop Michael Burryâyes, that 'Big Short' guyâafter he slammed their stock compensation, claiming it slashed shareholder returns by 50%. Nvidia shot back via a Wall Street memo, correcting his math from '$112.5B repurchases' down to $91B, blaming him for mixing RSU taxes with buybacks. Burryâs answer? 'Tweet too short for my genius.' He also launched his own Substack called 'Cassandra Unchained' (because who doesn't want a prophecy-themed blog criticizing the AI boom?). Nvidia, meanwhile, insists their business is no Enron rerun and denies running a Cirque du Soleil of circular AI deals, despite $1 trillion private funding swirling globally. Investors now nervously eye their GPUs, worried the AI bubble might just be a very flashy fart.
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Michael Burry calls out Nvidiaâs AI bubble, Nvidia wittily schools him on stock math. It's Wall Streetâs version of a public roastâand yes, the GPUs might be the ones overheating.
Calling out Michael Burry for mixing taxes and buybacks? Nvidiaâs basically telling him, 'Not all your conspiracy theories have equal shares.'
Burryâs hedge fund quits outside cash and starts a Blog of Doom, while Nvidia insists theyâre not the next Enron sequel. Everyone loves a good market soap opera.
Source: Businessinsider | Published: 11/24/2025 | Author: Kelsey Vlamis,Theron Mohamed,Max Adams
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