Nvidia’s AI Mirage: Burry & Thiel Bet on the Bust đ€đ„
The first act unfolds with a dissonance between numbers and reality. Nvidiaâs unpaid customer bills, a veritable cornucopia of $33.4 billion, have grown like ivy on a crumbling wall. Customers now take 53 days to settle their debts, a delay that would make a patient saint twitch. Meanwhile, the company hoards $19.8 billion of unsold chips, claiming demand is âthrough the roofâ while the roof itself is nailed shut. đđ°








