Michael Burry, who shorted the housing market in 2008, has bet over $1 billion that the shares of AI companies Nvidia and Palantir will fall.
  • anomnom@sh.itjust.worksEnglish
    2·
    10 hours ago

    I guess the question is how much of their revenue is in cash, and how much is in credit from companies that may go bust and not finish paying Nvidia for what they already built and loaned.

    Maybe I’m wrong about how that’s all working.