No, Nvidia is Not Enron --The Real Nightmare is Cisco's Ghost
Nvidia rebutted accounting allegations while Michael Burry defended his concerns and compared Nvidia to Cisco, intensifying doubts about the sustainability of AI-driven valuations.
Nvidia's 'I'm Not Enron' memo has people asking a lot of questions already answered by that memo
Nvidia denied a viral, baseless accounting-fraud claim, clarified stock-based compensation accounting, and refuted mistakes in Michael Burry's analysis.
