Shorting NVIDIA EP1: The Hidden Risk Behind NVIDIA’s Perfect Profits [Depreciation] Deep dive

Описание: Over the past week, NVIDIA (NVDA) has faced some of the biggest accusations the AI market has seen — including a viral claim of a $610B circular financing loop, questions around whether profits are being “artificially boosted,” and Michael Burry revealing a $186.6M notional short position against the stock.
NVIDIA pushed back immediately:No SPVs. No circular financing. Cash flow real. Depreciation fully disclosed.

So what’s real, what’s noise, and why are analysts suddenly focused on depreciation — a line item most investors never think about?
In Episode 1 of this series, we break down:
What depreciation actually is
Why it matters for NVIDIA’s profit quality
Why short-sellers believe depreciation is a red flag
How it ties into the broader AI CapEx bubble
And why this may (or may not) be the first crack in the AI boom

This series aims to map out the entire short thesis around NVIDIA — not to predict a crash, but to help investors understand risks beyond the headlines.
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📌 Why This Matters
NVIDIA is the center of the global AI boom.
If the cycle slows — or if earnings quality becomes a concern —
the entire market narrative changes.
Understanding both the bull case and the short thesis is essential for responsible investing.

🔔 Subscribe for Episode 2
Next episode: The AI CapEx Bubble — what happens when hyperscalers slow down?
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