- Entry
- $237.04
- Now
- $237.75 +0.3%
- Target
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- Score
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**TL;DR:** * The values on NVIDIA's slide are Silicon Data's discounted rent, not resale prices, and they move with rent. * But the memory shortage holding rent up is backed by the buyer, not just the sellers, and runs past his September 2027 puts. * The lessors mostly pay off their loans inside their contracts, and where they don't, the credit market is charging for it. I own NVIDIA, and The Big Short was the first movie I watched when …
— ORIGINAL POST ·
Burry says NVIDIA's GPU "resale value" chart is really a rent forecast. I checked the source: he's right. I still don't think it's a reason to short NVIDIA.
· r/ValueInvesting
· Oct 5, 2026