Burry amplifies Nvidia deep-dive series breaking down Blackwell revenue and the beat-and-raise machine
BLUECOW009 · x · 2026-10-06
Investor Michael Burry shared the first part of an Nvidia-focused analysis series covering GPUs, revenue, quarterly reports, Rubin, data centers, OEMs, hyperscalers, and neoclouds. Part 1 focuses on Blackwell's timeline, key numbers, definitions, and associated revenue, framed around Nvidia's beat-and-raise pattern.
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