WS #13983
Nvidia's $500B financing pool and strong AI earnings (CoreWeave, Nebius, Lenovo) reinforce the AI capex narrative, though Burry's short adds signal froth.
AI infrastructure capex boom
Nvidia's $500B financing pool and strong AI earnings (CoreWeave, Nebius, Lenovo) reinforce the AI capex narrative, though Burry's short adds signal froth.