Short-seller Jim Chanos has cautioned investors about Nvidia, stating that most of the company's operating cash flow is actually capital expenditure from other major tech companies. Chanos warns that Nvidia's rapid growth is impacting Big Tech, with a significant portion of its revenue coming from key customers like Microsoft and Meta. The chip titan's value has surged by $1 trillion in just four months, prompting concerns about the sustainability of its current business model.
Jim Chanos warns Nvidia's epic growth is cannibalizing Big Tech https://t.co/rSoiSE6teW $nvda $msft $amd $qqq
Warren Buffett clowning on anyone buying this tech bubble $nvda $qqq $nq https://t.co/uBDkbusR7G
Short seller Chanos has warned that $nvda is cannibalizing growth of tech giants like MSFT and META. 20% of NVDA revenue came just from one customer. Presumably Microsoft. The other 10% came from META most likely. 30% of profits just from 2 customers. Not sustainable.
Short-seller Jim Chanos warns Nvidia's epic growth is cannibalizing Big Tech — as the chip titan's value surges by $1 trillion in 4 months https://t.co/aRP9fQMbbm
$NVDA | Short-Seller Jim Chanos Has A 'Friendly Reminder' For Investors: Most Of Nvidia's Operating Cash Flow 'Actually Capex From Other Mag 7 Darlings' https://t.co/ysNP60r8ze