Carmen Reinecke
speaker
161 appearances
12 recordings
2 series
first heard Nov 2025
last heard 9 Sep
Carmen Reinecke’s voice in public audio — every appearance, attributed to the second.
Trend
recordings per month · last 12 monthsRecordings per month over the last 12 months — 12 in all, peaking in Aug 2026 with 5.
Appearances
that said, you know, we think his math is wrong, kind of explained the situation a little bit better, and also very blatantly stated, you know, we're not Enron, we're not, you know, there's no fraud here.
But Burry really said, you know, I stand by my analysis that, you know, about the stock-based compensation dilution share buybacks.
And he also said, you know, I'm not comparing NVIDIA to Enron, I'm comparing it to Cisco.
which I thought was really interesting, thinking about Cisco in the dot-com era.
It had this huge run-up, but it was really associated with the overbuild in fiber optic cable.
So he's comparing that to what's happening now, I guess, with NVIDIA, with data centers.
And these are really some of the biggest concerns or pain points that we're seeing in this debate over if AI is a bubble.
And NVIDIA shares are down.
I think they were down as much as 6% today.
We're seeing more than $200 billion in market value just
wiped off.
And we're also watching the sort of 20% level.
NVIDIA's nearing 20% drawdown from its high at the end of October, which is a significant level for the shares.
Technical bear market.
Yeah, so this is a huge moment for the AI trade.
I think a lot of people are really looking to NVIDIA and the stock's reaction to sort of decide the next direction of where the market, the entire market is going to go.
You know, NVIDIA is the largest weighting in the S&P 500 and the biggest name in AI.
And what we also know about NVIDIA is that its biggest four clients are some of the other MAG7 members.
So we're going to see where their spending is flowing, if it's still flowing to NVIDIA and how much.
Well, you know, as Ian said, I think a lot of people are really looking at the forward guidance.
Showing 121–140 of 161 · page 7 of 9
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