Part 5/12:
The discussion then shifts to market skepticism, notably involving Michael Burry, the famed short seller known from "The Big Short." Burry is suspected of shorting Nvidia shares and possibly Palantir via options markets. His recent public statements allege potential manipulation of accounting rules related to semiconductor depreciation and suggest that the lifecycle of chips—especially Nvidia's advanced GPUs—is not being properly accounted for. These chips, which are central to AI workloads, have a finite lifespan, and their depreciation should reflect this.