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Nvidia's Monster Quarter Wins Praise From Elon Musk, 'Big Short' Investor And Ex-Trump Adviser As AI Bears Get 'Shredded'

Bubble signal: +1 · Overheating evidenceRelevance 75MarketsUS
Source: NewsData: AI bubble (EN) · Published 2026-08-28

Summary

Nvidia reported a monster quarter, earning praise from Elon Musk, 'Big Short' investor Steve Eisman, and a former Trump adviser. Eisman said 'the AI story goes on,' but identified OpenAI and Anthropic as potential weak points.

Bubble analysis

Nvidia's strong results suggest robust AI hardware demand, undermining the bubble narrative as actual revenue supports high valuations. However, Eisman's concerns about OpenAI and Anthropic hint that the bubble may be in AI model companies rather than chip makers.

#nvidia#steve-eisman#ai-bears
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