Nvidia isn't a hyperscaler — it's the Levi's of the gold rush. Paris Marx on why a company with one revenue stream has nowhere to fall back to, and why Michael Burry picked it as the cleanest short. Keen On America, ep 3072.
Nvidia isn't a hyperscaler — it's the Levi's of the gold rush. Paris Marx on why a company with one revenue stream has nowhere to fall back to, and why Michael Burry picked it as the cleanest short. Keen On America, ep 3072.