Nvidia is facing competition from NAND and DRAM manufacturers, while Michael Burry maintains bearish bets against the company.

The entities involved

• Nvidia →

  American multinational technology company

  • Apple is utilizing TSMC for advanced chip manufacturing, a trend observed alongside market pricing pressures affecting sales volume.Mon 17:45
  • A market sell-off hit major chip companies (AMD, Intel, Micron, Samsung, Nvidia) as the AI trade cooled and investors entered risk-off mode.Mon 17:34
• Michael Burry →

  American hedge fund manager

  • Minerva hired Michael Burry as a senior adviser.Mon 17:29
  • Michael Burry analyzes the spending and liabilities of major tech companies including Oracle, Microsoft, Meta, and Google.Mon 15:19

Related events

• Michael Burry targets firms like Oracle and Nebius Group with short bets, while Meta and Microsoft expand AI infrastructure contracts.Aug 7
• Due to DRAM shortages, price hikes are being implemented, affecting partners like ASUS and impacting the competitive high-end consumer electronics market alongside Nvidia.Sep 22
• Nvidia contributed to a Nasdaq rally while AMD surpassed a $1 trillion valuation.Wed 16:27
• An unnamed company showed potential to become the next major success story after Nvidia on September 9th.Sep 11
• Michael Burry is vocal about his short positions in Palantir and Nvidia, while Micron benefits from HBM demand and Amazon invests in AI infrastructure.Fri 13:15