Nvidia Rebuts Critics in Memo to Analysts Amid Pushback Campaign

Reuters2025-11-27

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Comments

GoatRunner
2025-11-27
GoatRunner
The company is working hard with their hands. The analysts are writing hard with their hands. Shame on you analysts🙄
pradeepmodi
2025-11-27
pradeepmodi
Nvidia price target in December

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Burry, who shot to fame for betting against the U.S. housing market ahead of the 2008 financial crisis, is widely watched by investors for his comments on markets and the economy; he has stepped up criticism of Nvidia in recent weeks in a new newsletter.</p><p>The memo, seen by Reuters, was published in full by research firm Bernstein on Wednesday. In it, Nvidia responded to a Substack essay by a different author that purported to use an AI analysis of Nvidia&#39;s public financial disclosures to show that inventories were piling up and customers were unable to pay.</p><p>Nvidia also provided a detailed rebuttal, pointing to its publicly available disclosures, to say why it should not be compared to historical accounting frauds such as WorldCom, Lucent or Enron. 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Burry, who shot to fame for betting against the U.S. housing market ahead of the 2008 financial crisis, is widely watched by investors for his comments on markets and the economy; he has stepped up criticism of Nvidia in recent weeks in a new newsletter.The memo, seen by Reuters, was published in full by research firm Bernstein on Wednesday. In it, Nvidia responded to a Substack essay by a different author that purported to use an AI analysis of Nvidia's public financial disclosures to show that inventories were piling up and customers were unable to pay.Nvidia also provided a detailed rebuttal, pointing to its publicly available disclosures, to say why it should not be compared to historical accounting frauds such as WorldCom, Lucent or Enron. But Nvidia did concede that its most recent Blackwell chips had lower gross margins and higher warranty costs than previous models due to the Blackwell's complexity.Nvidia did not respond to a request for comment on the memo.The memo was published by Bernstein a day after Nvidia's shares declined following the release of a report from technology publication The Information saying Meta Platforms was in discussions with Alphabet's Google to use Google AI chips that compete with Nvidia's semiconductors.Nvidia publicly responded to the story on X, saying it is \"delighted by Google's success\" but that its chips remain \"a generation ahead\" of its rivals. The post itself drew questions and criticism from users on X who wondered why Nvidia was taking to social media to defend itself against Google, which is one of Nvidia's major customers.\"Surely someone at Nvidia sees how bad this looks ... right?\" wrote Susan Zhang, a researcher at Google's DeepMind, with more than 38,000 followers.","kind":"highlight","is_publish_news":true,"is_publish_highlight":true,"is_publish_live":false,"is_publish_wemedia":null,"editions":null,"column":"","sentiment":"0","news_tag":"","news_rank":0,"isVideo":false,"video":null,"symbols":[],"gpt_button":0,"need_auth":true,"need_login_tip":true,"code":"91000000","status":"200"},"commentList":[{"id":504662445982288,"gmtCreate":1764216748910,"gmtModify":1764220666536,"author":{"id":"4203819058017902","authorId":"4203819058017902","name":"GoatRunner","avatar":"https://community-static.tradeup.com/news/ab242a70e073861f1f68441951bde6ec","vip":1,"crmLevel":13,"crmLevelSwitch":0,"wearingBadges":[{"badgeId":"7a9f168ff73447fe856ed6c938b61789-1","name":"Knowledgeable Investor","description":"Traded more than 10 stocks","smallImgUrl":"https://static.tigerbbs.com/d48265cbfd97c57f9048db29f22227b0","bigImgUrl":"https://static.tigerbbs.com/e74cc24115c4fbae6154ec1b1041bf47","isScarce":0,"effectEnabled":0,"redirectLinkEnabled":0,"redirectLinkValidityFrom":0,"redirectLinkValidityTo":9223372036854776000}],"idStr":"4203819058017902","authorIdStr":"4203819058017902"},"htmlText":"The company is working hard with their hands. The analysts are writing hard with their hands. Shame on you analysts🙄","listText":"The company is working hard with their hands. The analysts are writing hard with their hands. Shame on you analysts🙄","text":"The company is working hard with their hands. The analysts are writing hard with their hands. Shame on you analysts🙄","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":4,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/504662445982288","repostId":2586297131,"repostType":4,"repost":{"id":"2586297131","kind":"highlight","weMediaInfo":{"introduction":"Reuters.com brings you the latest news from around the world, covering breaking news in markets, business, politics, entertainment and technology","home_visible":1,"media_name":"Reuters","id":"1032215980","head_image":"https://community-static.tradeup.com/news/4567337cbdf294b657b1fa87c5488b48"},"pubTimestamp":1764212054,"share":"https://ttm.financial/m/news/2586297131?lang=en_US&edition=fundamental","pubTime":"2025-11-27 10:54","market":"us","language":"en","title":"Nvidia Rebuts Critics in Memo to Analysts Amid Pushback Campaign","url":"https://stock-news.laohu8.com/highlight/detail?id=2586297131","media":"Reuters","summary":"$Nvidia(NVDA)$, the world's most valuable company, has gone on the defensive against skeptics of its $4.5 trillion valuation, down from a historic $5 trillion, by waging an information campaign on...","content":"<html><head></head><body><p><a href=\"https://laohu8.com/S/NVDA\">Nvidia</a>, the world&#39;s most valuable company, has gone on the defensive against skeptics of its $4.5 trillion valuation, down from a historic $5 trillion, by waging an information campaign on Wall Street and social media.</p><p>Last week, the company issued a detailed memo to sell-side stock analysts with a point-by-point rebuttal of claims made by Michael Burry, who was featured in the book and movie &#34;The Big Short,&#34; and others writing on Substack. Burry, who shot to fame for betting against the U.S. housing market ahead of the 2008 financial crisis, is widely watched by investors for his comments on markets and the economy; he has stepped up criticism of Nvidia in recent weeks in a new newsletter.</p><p>The memo, seen by Reuters, was published in full by research firm Bernstein on Wednesday. In it, Nvidia responded to a Substack essay by a different author that purported to use an AI analysis of Nvidia&#39;s public financial disclosures to show that inventories were piling up and customers were unable to pay.</p><p>Nvidia also provided a detailed rebuttal, pointing to its publicly available disclosures, to say why it should not be compared to historical accounting frauds such as WorldCom, Lucent or Enron. But Nvidia did concede that its most recent Blackwell chips had lower gross margins and higher warranty costs than previous models due to the Blackwell&#39;s complexity.</p><p>Nvidia did not respond to a request for comment on the memo.</p><p>The memo was published by Bernstein a day after Nvidia&#39;s shares declined following the release of a report from technology publication The Information saying <a href=\"https://laohu8.com/S/META\">Meta Platforms</a> was in discussions with Alphabet&#39;s Google to use Google AI chips that compete with Nvidia&#39;s semiconductors.</p><p>Nvidia publicly responded to the story on X, saying it is &#34;delighted by Google&#39;s success&#34; but that its chips remain &#34;a generation ahead&#34; of its rivals. The post itself drew questions and criticism from users on X who wondered why Nvidia was taking to social media to defend itself against Google, which is one of Nvidia&#39;s major customers.</p><p>&#34;Surely someone at Nvidia sees how bad this looks ... right?&#34; wrote Susan Zhang, a researcher at Google&#39;s DeepMind, with more than 38,000 followers.</p></body></html>","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>Nvidia Rebuts Critics in Memo to Analysts Amid Pushback Campaign</title>\n<style type=\"text/css\">\na,abbr,acronym,address,applet,article,aside,audio,b,big,blockquote,body,canvas,caption,center,cite,code,dd,del,details,dfn,div,dl,dt,\nem,embed,fieldset,figcaption,figure,footer,form,h1,h2,h3,h4,h5,h6,header,hgroup,html,i,iframe,img,ins,kbd,label,legend,li,mark,menu,nav,\nobject,ol,output,p,pre,q,ruby,s,samp,section,small,span,strike,strong,sub,summary,sup,table,tbody,td,tfoot,th,thead,time,tr,tt,u,ul,var,video{ font:inherit;margin:0;padding:0;vertical-align:baseline;border:0 }\nbody{ font-size:16px; line-height:1.5; color:#999; background:transparent; }\n.wrapper{ overflow:hidden;word-break:break-all;padding:10px; }\nh1,h2{ font-weight:normal; line-height:1.35; margin-bottom:.6em; }\nh3,h4,h5,h6{ line-height:1.35; margin-bottom:1em; }\nh1{ font-size:24px; }\nh2{ font-size:20px; }\nh3{ font-size:18px; }\nh4{ font-size:16px; }\nh5{ font-size:14px; }\nh6{ font-size:12px; }\np,ul,ol,blockquote,dl,table{ margin:1.2em 0; }\nul,ol{ margin-left:2em; }\nul{ list-style:disc; }\nol{ list-style:decimal; }\nli,li p{ margin:10px 0;}\nimg{ max-width:100%;display:block;margin:0 auto 1em; }\nblockquote{ color:#B5B2B1; border-left:3px solid #aaa; padding:1em; }\nstrong,b{font-weight:bold;}\nem,i{font-style:italic;}\ntable{ width:100%;border-collapse:collapse;border-spacing:1px;margin:1em 0;font-size:.9em; }\nth,td{ padding:5px;text-align:left;border:1px solid #aaa; }\nth{ font-weight:bold;background:#5d5d5d; }\n.symbol-link{font-weight:bold;}\n/* header{ border-bottom:1px solid #494756; } */\n.title{ margin:0 0 8px;line-height:1.3;color:#ddd; }\n.meta {color:#5e5c6d;font-size:13px;margin:0 0 .5em; }\na{text-decoration:none; color:#2a4b87;}\n.meta .head { display: inline-block; overflow: hidden}\n.head .h-thumb { width: 30px; height: 30px; margin: 0; padding: 0; border-radius: 50%; float: left;}\n.head .h-content { margin: 0; padding: 0 0 0 9px; float: left;}\n.head .h-name {font-size: 13px; color: #eee; margin: 0;}\n.head .h-time {font-size: 11px; color: #7E829C; margin: 0;line-height: 11px;}\n.small {font-size: 12.5px; display: inline-block; transform: scale(0.9); -webkit-transform: scale(0.9); transform-origin: left; -webkit-transform-origin: left;}\n.smaller {font-size: 12.5px; display: inline-block; transform: scale(0.8); -webkit-transform: scale(0.8); transform-origin: left; -webkit-transform-origin: left;}\n.bt-text {font-size: 12px;margin: 1.5em 0 0 0}\n.bt-text p {margin: 0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\nNvidia Rebuts Critics in Memo to Analysts Amid Pushback Campaign\n</h2>\n\n<h4 class=\"meta\">\n\n\n<a class=\"head\" href=\"https://laohu8.com/wemedia/1032215980\">\n\n\n<div class=\"h-thumb\" style=\"background-image:url(https://community-static.tradeup.com/news/4567337cbdf294b657b1fa87c5488b48);background-size:cover;\"></div>\n\n<div class=\"h-content\">\n<p class=\"h-name\">Reuters </p>\n<p class=\"h-time\">2025-11-27 10:54</p>\n</div>\n\n</a>\n\n\n</h4>\n\n</header>\n<article>\n<html><head></head><body><p><a href=\"https://laohu8.com/S/NVDA\">Nvidia</a>, the world&#39;s most valuable company, has gone on the defensive against skeptics of its $4.5 trillion valuation, down from a historic $5 trillion, by waging an information campaign on Wall Street and social media.</p><p>Last week, the company issued a detailed memo to sell-side stock analysts with a point-by-point rebuttal of claims made by Michael Burry, who was featured in the book and movie &#34;The Big Short,&#34; and others writing on Substack. Burry, who shot to fame for betting against the U.S. housing market ahead of the 2008 financial crisis, is widely watched by investors for his comments on markets and the economy; he has stepped up criticism of Nvidia in recent weeks in a new newsletter.</p><p>The memo, seen by Reuters, was published in full by research firm Bernstein on Wednesday. In it, Nvidia responded to a Substack essay by a different author that purported to use an AI analysis of Nvidia&#39;s public financial disclosures to show that inventories were piling up and customers were unable to pay.</p><p>Nvidia also provided a detailed rebuttal, pointing to its publicly available disclosures, to say why it should not be compared to historical accounting frauds such as WorldCom, Lucent or Enron. But Nvidia did concede that its most recent Blackwell chips had lower gross margins and higher warranty costs than previous models due to the Blackwell&#39;s complexity.</p><p>Nvidia did not respond to a request for comment on the memo.</p><p>The memo was published by Bernstein a day after Nvidia&#39;s shares declined following the release of a report from technology publication The Information saying <a href=\"https://laohu8.com/S/META\">Meta Platforms</a> was in discussions with Alphabet&#39;s Google to use Google AI chips that compete with Nvidia&#39;s semiconductors.</p><p>Nvidia publicly responded to the story on X, saying it is &#34;delighted by Google&#39;s success&#34; but that its chips remain &#34;a generation ahead&#34; of its rivals. The post itself drew questions and criticism from users on X who wondered why Nvidia was taking to social media to defend itself against Google, which is one of Nvidia&#39;s major customers.</p><p>&#34;Surely someone at Nvidia sees how bad this looks ... right?&#34; wrote Susan Zhang, a researcher at Google&#39;s DeepMind, with more than 38,000 followers.</p></body></html>\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"BK4574":"无人驾驶","LU0557290698.USD":"施罗德环球可持续增长基金","LU2746668974.SGD":"MANULIFE DYNAMIC LEADERS \"AA\" (SGDHDG) ACC","LU2023250504.SGD":"Allianz Thematica Cl AMg DIS H2-SGD","IE0004086264.USD":"BNY MELLON GLOBAL OPPORTUNITIES \"A\" (USD) ACC","LU0889566641.SGD":"FTSF - Templeton Shariah Global Equity A Acc SGD","NVDQ":"2倍做空NVDA ETF-T-Rex","LU0323591593.USD":"SCHRODER ISF QEP GLOBAL QUALITY \"A\" (USD) ACC","LU0345774631.USD":"NINETY ONE GSF AMERICAN FRANCHISE \"A\" (USD) INC","IE00BJJMRX11.SGD":"Janus Henderson Balanced A Acc SGD","LU0079474960.USD":"联博美国增长基金A","LU1201861165.SGD":"Natixis Harris Associates Global Equity PA SGD","NVDA":"英伟达","BK4567":"ESG概念","LU0648000940.SGD":"Natixis Harris Associates Global Equity RA SGD","NVDX":"2倍做多NVDA ETF-T-Rex","LU2471134879.HKD":"INVESCO GLOBAL EQUITY INCOME ADVANTAGE \"A\" (HKD) INC","LU0689472784.USD":"安联收益及增长基金Cl AM AT Acc","BK4533":"AQR资本管理(全球第二大对冲基金)","LU0511384066.AUD":"SUSTAINABLE GLOBAL THEMATIC PORTFOLIO \"A\" (AUDHDG) ACC","LU2097344431.USD":"SCHRODER ISF SUSTAINABLE MULTI-ASSET INCOME \"A\" (USDHDG) INC","BK4529":"IDC概念","LU1261432733.SGD":"Fidelity World A-ACC-SGD","LU0267386448.USD":"FIDELITY FIRST ALL COUNTRY WORLD \"A\" (USD) INC","LU1935042991.SGD":"MANULIFE GF GLOBAL MULTI-ASSET DIVERSIFIED INCOME  \"AA\" (SGDHDG) INC","NVDD":"1倍做空NVDA ETF-Direxion","LU0109392836.USD":"富兰克林科技股A","LU2168564149.EUR":"AZ ALLOCATION - TREND \"BAZ\" (EUR) ACC","LU0985489474.SGD":"First Eagle Amundi International AHS-C SGD-H","LU2108987350.USD":"UBS (LUX) EQUITY SICAV GLOBAL OPPORTUNITY SUSTAINABLE (USD) \"P\" (USD) ACC","SG9999015945.SGD":"LionGlobal Disruptive Innovation Fund A SGD","LU1642822529.SGD":"THREADNEEDLE (LUX) GLOBAL TECHNOLOGY \"A\" (SGD) ACC","LU2244417387.USD":"FIDELITY SUSTAINABLE US EQUITY \"A\" (USD) ACC","NVDL":"2倍做多NVDA ETF-GraniteShares","BK4550":"红杉资本持仓","IE0009356076.USD":"JANUS HENDERSON GLOBAL TECHNOLOGY AND INNOVATION \"A2\" (USD) ACC","LU0719512351.SGD":"JPMorgan Funds - US Technology A (acc) SGD","LU2290526834.HKD":"BGF NEXT GENERATION TECHNOLOGY \"A2\" (HKDHDG) ACC"},"source_url":"https://api.refinitiv.com/data/news/v1/stories/urn:newsml:reuters.com:20251127:nL6N3X302I:1","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"2586297131","content_text":"Nvidia, the world's most valuable company, has gone on the defensive against skeptics of its $4.5 trillion valuation, down from a historic $5 trillion, by waging an information campaign on Wall Street and social media.Last week, the company issued a detailed memo to sell-side stock analysts with a point-by-point rebuttal of claims made by Michael Burry, who was featured in the book and movie \"The Big Short,\" and others writing on Substack. Burry, who shot to fame for betting against the U.S. housing market ahead of the 2008 financial crisis, is widely watched by investors for his comments on markets and the economy; he has stepped up criticism of Nvidia in recent weeks in a new newsletter.The memo, seen by Reuters, was published in full by research firm Bernstein on Wednesday. In it, Nvidia responded to a Substack essay by a different author that purported to use an AI analysis of Nvidia's public financial disclosures to show that inventories were piling up and customers were unable to pay.Nvidia also provided a detailed rebuttal, pointing to its publicly available disclosures, to say why it should not be compared to historical accounting frauds such as WorldCom, Lucent or Enron. But Nvidia did concede that its most recent Blackwell chips had lower gross margins and higher warranty costs than previous models due to the Blackwell's complexity.Nvidia did not respond to a request for comment on the memo.The memo was published by Bernstein a day after Nvidia's shares declined following the release of a report from technology publication The Information saying Meta Platforms was in discussions with Alphabet's Google to use Google AI chips that compete with Nvidia's semiconductors.Nvidia publicly responded to the story on X, saying it is \"delighted by Google's success\" but that its chips remain \"a generation ahead\" of its rivals. The post itself drew questions and criticism from users on X who wondered why Nvidia was taking to social media to defend itself against Google, which is one of Nvidia's major customers.\"Surely someone at Nvidia sees how bad this looks ... right?\" wrote Susan Zhang, a researcher at Google's DeepMind, with more than 38,000 followers.","news_type":1,"symbols_score_info":{"NVDA":2.1,"NVDX":2,"NVDD":2,"NVDL":2,"NVDQ":2}},"isVote":1,"likeStatus":false,"favoriteStatus":false,"reportStatus":false,"tweetType":1,"langContent":"EN"},{"id":504570175611376,"gmtCreate":1764213297657,"gmtModify":1764213301682,"author":{"id":"3554536280067955","authorId":"3554536280067955","name":"pradeepmodi","avatar":"https://community-static.tradeup.com/news/d81957766621c06e83326542eaa9603e","vip":1,"crmLevel":5,"crmLevelSwitch":1,"wearingBadges":[{"badgeId":"44212b71d0be4ec88898348dbe882e03-3","name":"President Tiger","description":"The transaction amount of the securities account reaches $1,000,000","smallImgUrl":"https://static.tigerbbs.com/436cdf80292b99f0a992e78750ac4e3a","bigImgUrl":"https://static.tigerbbs.com/fbeac6bb240db7da8b972e5183d050ba","isScarce":0,"effectEnabled":0,"redirectLinkEnabled":0,"redirectLinkValidityFrom":0,"redirectLinkValidityTo":9223372036854776000}],"idStr":"3554536280067955","authorIdStr":"3554536280067955"},"htmlText":"Nvidia price target in December&nbsp;","listText":"Nvidia price target in December&nbsp;","text":"Nvidia price target in December","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":4,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/504570175611376","repostId":2586297131,"repostType":2,"repost":{"id":"2586297131","kind":"highlight","weMediaInfo":{"introduction":"Reuters.com brings you the latest news from around the world, covering breaking news in markets, business, politics, entertainment and technology","home_visible":1,"media_name":"Reuters","id":"1032215980","head_image":"https://community-static.tradeup.com/news/4567337cbdf294b657b1fa87c5488b48"},"pubTimestamp":1764212054,"share":"https://ttm.financial/m/news/2586297131?lang=en_US&edition=fundamental","pubTime":"2025-11-27 10:54","market":"us","language":"en","title":"Nvidia Rebuts Critics in Memo to Analysts Amid Pushback Campaign","url":"https://stock-news.laohu8.com/highlight/detail?id=2586297131","media":"Reuters","summary":"$Nvidia(NVDA)$, the world's most valuable company, has gone on the defensive against skeptics of its $4.5 trillion valuation, down from a historic $5 trillion, by waging an information campaign on...","content":"<html><head></head><body><p><a href=\"https://laohu8.com/S/NVDA\">Nvidia</a>, the world&#39;s most valuable company, has gone on the defensive against skeptics of its $4.5 trillion valuation, down from a historic $5 trillion, by waging an information campaign on Wall Street and social media.</p><p>Last week, the company issued a detailed memo to sell-side stock analysts with a point-by-point rebuttal of claims made by Michael Burry, who was featured in the book and movie &#34;The Big Short,&#34; and others writing on Substack. Burry, who shot to fame for betting against the U.S. housing market ahead of the 2008 financial crisis, is widely watched by investors for his comments on markets and the economy; he has stepped up criticism of Nvidia in recent weeks in a new newsletter.</p><p>The memo, seen by Reuters, was published in full by research firm Bernstein on Wednesday. In it, Nvidia responded to a Substack essay by a different author that purported to use an AI analysis of Nvidia&#39;s public financial disclosures to show that inventories were piling up and customers were unable to pay.</p><p>Nvidia also provided a detailed rebuttal, pointing to its publicly available disclosures, to say why it should not be compared to historical accounting frauds such as WorldCom, Lucent or Enron. But Nvidia did concede that its most recent Blackwell chips had lower gross margins and higher warranty costs than previous models due to the Blackwell&#39;s complexity.</p><p>Nvidia did not respond to a request for comment on the memo.</p><p>The memo was published by Bernstein a day after Nvidia&#39;s shares declined following the release of a report from technology publication The Information saying <a href=\"https://laohu8.com/S/META\">Meta Platforms</a> was in discussions with Alphabet&#39;s Google to use Google AI chips that compete with Nvidia&#39;s semiconductors.</p><p>Nvidia publicly responded to the story on X, saying it is &#34;delighted by Google&#39;s success&#34; but that its chips remain &#34;a generation ahead&#34; of its rivals. The post itself drew questions and criticism from users on X who wondered why Nvidia was taking to social media to defend itself against Google, which is one of Nvidia&#39;s major customers.</p><p>&#34;Surely someone at Nvidia sees how bad this looks ... right?&#34; wrote Susan Zhang, a researcher at Google&#39;s DeepMind, with more than 38,000 followers.</p></body></html>","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>Nvidia Rebuts Critics in Memo to Analysts Amid Pushback Campaign</title>\n<style type=\"text/css\">\na,abbr,acronym,address,applet,article,aside,audio,b,big,blockquote,body,canvas,caption,center,cite,code,dd,del,details,dfn,div,dl,dt,\nem,embed,fieldset,figcaption,figure,footer,form,h1,h2,h3,h4,h5,h6,header,hgroup,html,i,iframe,img,ins,kbd,label,legend,li,mark,menu,nav,\nobject,ol,output,p,pre,q,ruby,s,samp,section,small,span,strike,strong,sub,summary,sup,table,tbody,td,tfoot,th,thead,time,tr,tt,u,ul,var,video{ font:inherit;margin:0;padding:0;vertical-align:baseline;border:0 }\nbody{ font-size:16px; line-height:1.5; color:#999; background:transparent; }\n.wrapper{ overflow:hidden;word-break:break-all;padding:10px; }\nh1,h2{ font-weight:normal; line-height:1.35; margin-bottom:.6em; }\nh3,h4,h5,h6{ line-height:1.35; margin-bottom:1em; }\nh1{ font-size:24px; }\nh2{ font-size:20px; }\nh3{ font-size:18px; }\nh4{ font-size:16px; }\nh5{ font-size:14px; }\nh6{ font-size:12px; }\np,ul,ol,blockquote,dl,table{ margin:1.2em 0; }\nul,ol{ margin-left:2em; }\nul{ list-style:disc; }\nol{ list-style:decimal; }\nli,li p{ margin:10px 0;}\nimg{ max-width:100%;display:block;margin:0 auto 1em; }\nblockquote{ color:#B5B2B1; border-left:3px solid #aaa; padding:1em; }\nstrong,b{font-weight:bold;}\nem,i{font-style:italic;}\ntable{ width:100%;border-collapse:collapse;border-spacing:1px;margin:1em 0;font-size:.9em; }\nth,td{ padding:5px;text-align:left;border:1px solid #aaa; }\nth{ font-weight:bold;background:#5d5d5d; }\n.symbol-link{font-weight:bold;}\n/* header{ border-bottom:1px solid #494756; } */\n.title{ margin:0 0 8px;line-height:1.3;color:#ddd; }\n.meta {color:#5e5c6d;font-size:13px;margin:0 0 .5em; }\na{text-decoration:none; color:#2a4b87;}\n.meta .head { display: inline-block; overflow: hidden}\n.head .h-thumb { width: 30px; height: 30px; margin: 0; padding: 0; border-radius: 50%; float: left;}\n.head .h-content { margin: 0; padding: 0 0 0 9px; float: left;}\n.head .h-name {font-size: 13px; color: #eee; margin: 0;}\n.head .h-time {font-size: 11px; color: #7E829C; margin: 0;line-height: 11px;}\n.small {font-size: 12.5px; display: inline-block; transform: scale(0.9); -webkit-transform: scale(0.9); transform-origin: left; -webkit-transform-origin: left;}\n.smaller {font-size: 12.5px; display: inline-block; transform: scale(0.8); -webkit-transform: scale(0.8); transform-origin: left; -webkit-transform-origin: left;}\n.bt-text {font-size: 12px;margin: 1.5em 0 0 0}\n.bt-text p {margin: 0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\nNvidia Rebuts Critics in Memo to Analysts Amid Pushback Campaign\n</h2>\n\n<h4 class=\"meta\">\n\n\n<a class=\"head\" href=\"https://laohu8.com/wemedia/1032215980\">\n\n\n<div class=\"h-thumb\" style=\"background-image:url(https://community-static.tradeup.com/news/4567337cbdf294b657b1fa87c5488b48);background-size:cover;\"></div>\n\n<div class=\"h-content\">\n<p class=\"h-name\">Reuters </p>\n<p class=\"h-time\">2025-11-27 10:54</p>\n</div>\n\n</a>\n\n\n</h4>\n\n</header>\n<article>\n<html><head></head><body><p><a href=\"https://laohu8.com/S/NVDA\">Nvidia</a>, the world&#39;s most valuable company, has gone on the defensive against skeptics of its $4.5 trillion valuation, down from a historic $5 trillion, by waging an information campaign on Wall Street and social media.</p><p>Last week, the company issued a detailed memo to sell-side stock analysts with a point-by-point rebuttal of claims made by Michael Burry, who was featured in the book and movie &#34;The Big Short,&#34; and others writing on Substack. Burry, who shot to fame for betting against the U.S. housing market ahead of the 2008 financial crisis, is widely watched by investors for his comments on markets and the economy; he has stepped up criticism of Nvidia in recent weeks in a new newsletter.</p><p>The memo, seen by Reuters, was published in full by research firm Bernstein on Wednesday. In it, Nvidia responded to a Substack essay by a different author that purported to use an AI analysis of Nvidia&#39;s public financial disclosures to show that inventories were piling up and customers were unable to pay.</p><p>Nvidia also provided a detailed rebuttal, pointing to its publicly available disclosures, to say why it should not be compared to historical accounting frauds such as WorldCom, Lucent or Enron. But Nvidia did concede that its most recent Blackwell chips had lower gross margins and higher warranty costs than previous models due to the Blackwell&#39;s complexity.</p><p>Nvidia did not respond to a request for comment on the memo.</p><p>The memo was published by Bernstein a day after Nvidia&#39;s shares declined following the release of a report from technology publication The Information saying <a href=\"https://laohu8.com/S/META\">Meta Platforms</a> was in discussions with Alphabet&#39;s Google to use Google AI chips that compete with Nvidia&#39;s semiconductors.</p><p>Nvidia publicly responded to the story on X, saying it is &#34;delighted by Google&#39;s success&#34; but that its chips remain &#34;a generation ahead&#34; of its rivals. The post itself drew questions and criticism from users on X who wondered why Nvidia was taking to social media to defend itself against Google, which is one of Nvidia&#39;s major customers.</p><p>&#34;Surely someone at Nvidia sees how bad this looks ... right?&#34; wrote Susan Zhang, a researcher at Google&#39;s DeepMind, with more than 38,000 followers.</p></body></html>\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"BK4574":"无人驾驶","LU0557290698.USD":"施罗德环球可持续增长基金","LU2746668974.SGD":"MANULIFE DYNAMIC LEADERS \"AA\" (SGDHDG) ACC","LU2023250504.SGD":"Allianz Thematica Cl AMg DIS H2-SGD","IE0004086264.USD":"BNY MELLON GLOBAL OPPORTUNITIES \"A\" (USD) ACC","LU0889566641.SGD":"FTSF - Templeton Shariah Global Equity A Acc SGD","NVDQ":"2倍做空NVDA ETF-T-Rex","LU0323591593.USD":"SCHRODER ISF QEP GLOBAL QUALITY \"A\" (USD) ACC","LU0345774631.USD":"NINETY ONE GSF AMERICAN FRANCHISE \"A\" (USD) INC","IE00BJJMRX11.SGD":"Janus Henderson Balanced A Acc SGD","LU0079474960.USD":"联博美国增长基金A","LU1201861165.SGD":"Natixis Harris Associates Global Equity PA SGD","NVDA":"英伟达","BK4567":"ESG概念","LU0648000940.SGD":"Natixis Harris Associates Global Equity RA SGD","NVDX":"2倍做多NVDA ETF-T-Rex","LU2471134879.HKD":"INVESCO GLOBAL EQUITY INCOME ADVANTAGE \"A\" (HKD) INC","LU0689472784.USD":"安联收益及增长基金Cl AM AT Acc","BK4533":"AQR资本管理(全球第二大对冲基金)","LU0511384066.AUD":"SUSTAINABLE GLOBAL THEMATIC PORTFOLIO \"A\" (AUDHDG) ACC","LU2097344431.USD":"SCHRODER ISF SUSTAINABLE MULTI-ASSET INCOME \"A\" (USDHDG) INC","BK4529":"IDC概念","LU1261432733.SGD":"Fidelity World A-ACC-SGD","LU0267386448.USD":"FIDELITY FIRST ALL COUNTRY WORLD \"A\" (USD) INC","LU1935042991.SGD":"MANULIFE GF GLOBAL MULTI-ASSET DIVERSIFIED INCOME  \"AA\" (SGDHDG) INC","NVDD":"1倍做空NVDA ETF-Direxion","LU0109392836.USD":"富兰克林科技股A","LU2168564149.EUR":"AZ ALLOCATION - TREND \"BAZ\" (EUR) ACC","LU0985489474.SGD":"First Eagle Amundi International AHS-C SGD-H","LU2108987350.USD":"UBS (LUX) EQUITY SICAV GLOBAL OPPORTUNITY SUSTAINABLE (USD) \"P\" (USD) ACC","SG9999015945.SGD":"LionGlobal Disruptive Innovation Fund A SGD","LU1642822529.SGD":"THREADNEEDLE (LUX) GLOBAL TECHNOLOGY \"A\" (SGD) ACC","LU2244417387.USD":"FIDELITY SUSTAINABLE US EQUITY \"A\" (USD) ACC","NVDL":"2倍做多NVDA ETF-GraniteShares","BK4550":"红杉资本持仓","IE0009356076.USD":"JANUS HENDERSON GLOBAL TECHNOLOGY AND INNOVATION \"A2\" (USD) ACC","LU0719512351.SGD":"JPMorgan Funds - US Technology A (acc) SGD","LU2290526834.HKD":"BGF NEXT GENERATION TECHNOLOGY \"A2\" (HKDHDG) ACC"},"source_url":"https://api.refinitiv.com/data/news/v1/stories/urn:newsml:reuters.com:20251127:nL6N3X302I:1","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"2586297131","content_text":"Nvidia, the world's most valuable company, has gone on the defensive against skeptics of its $4.5 trillion valuation, down from a historic $5 trillion, by waging an information campaign on Wall Street and social media.Last week, the company issued a detailed memo to sell-side stock analysts with a point-by-point rebuttal of claims made by Michael Burry, who was featured in the book and movie \"The Big Short,\" and others writing on Substack. Burry, who shot to fame for betting against the U.S. housing market ahead of the 2008 financial crisis, is widely watched by investors for his comments on markets and the economy; he has stepped up criticism of Nvidia in recent weeks in a new newsletter.The memo, seen by Reuters, was published in full by research firm Bernstein on Wednesday. In it, Nvidia responded to a Substack essay by a different author that purported to use an AI analysis of Nvidia's public financial disclosures to show that inventories were piling up and customers were unable to pay.Nvidia also provided a detailed rebuttal, pointing to its publicly available disclosures, to say why it should not be compared to historical accounting frauds such as WorldCom, Lucent or Enron. But Nvidia did concede that its most recent Blackwell chips had lower gross margins and higher warranty costs than previous models due to the Blackwell's complexity.Nvidia did not respond to a request for comment on the memo.The memo was published by Bernstein a day after Nvidia's shares declined following the release of a report from technology publication The Information saying Meta Platforms was in discussions with Alphabet's Google to use Google AI chips that compete with Nvidia's semiconductors.Nvidia publicly responded to the story on X, saying it is \"delighted by Google's success\" but that its chips remain \"a generation ahead\" of its rivals. The post itself drew questions and criticism from users on X who wondered why Nvidia was taking to social media to defend itself against Google, which is one of Nvidia's major customers.\"Surely someone at Nvidia sees how bad this looks ... right?\" wrote Susan Zhang, a researcher at Google's DeepMind, with more than 38,000 followers.","news_type":1,"symbols_score_info":{"NVDA":2.1,"NVDX":2,"NVDD":2,"NVDL":2,"NVDQ":2}},"isVote":1,"likeStatus":false,"favoriteStatus":false,"reportStatus":false,"tweetType":1,"langContent":"EN"}],"isCommentEnd":true,"newsSizeData":{"likeSize":5,"commentSize":2,"repostSize":1,"favoriteSize":1,"likeStatus":false,"favoriteStatus":false},"APP":{"userAgent":"Mozilla/5.0 AppleWebKit/537.36 (KHTML, like Gecko; compatible; ClaudeBot/1.0; +claudebot@anthropic.com)","isDev":false,"isTTM":true,"tenantId":"TBGLOBAL","deviceId":"web-server-community-laohu8-v3","version":"4.42.0","shortVersion":"4.42.0","platform":"web","vendor":"web","appName":"ttm","isIOS":false,"isAndroid":false,"isTiger":false,"isTHS":false,"isWeiXin":false,"isWeiXinMini":false,"isWeiBo":false,"isQQ":false,"isBaiduSwan":false,"isBaiduBox":false,"isDingTalk":false,"isToutiao":false,"isOnePlus":false,"isHuaWei":false,"isXiaomi":false,"isXiaomiWebView":false,"isOppo":false,"isVivo":false,"isSamsung":false,"isMobile":false},"href":"/m/news/2586297131","isCrawlerRequest":true}