What Is Depreciation? Are Nvidia and Hyperscaler Investors In Trouble?

Published November 18, 2025

Views 5.69K | Likes 217 | Comments 24

Views#1,734,947

Views#331,384

Channel

Chip Stock Investor

Chip Stock Investor

257K subs•839 videos•Sep 2022

Views

5,699

Likes

217

Comments

24

Performance vs. channel

Outlier score

Engagement rate

Revenue estimate

Total (all-time): $4 – $11

Based on estimated $0.7–$2 CPM.

More features coming

We're working on new analytics and tools. Stay tuned.

About

Michael Burry, the investor made famous by The Big Short, is warning of a major risk in the AI data center boom. He claims hyperscalers like Meta are understating depreciation to artificially inflate GAAP earnings. We dive into this controversial argument, explaining exactly what depreciation is and how extending the …

Published: November 18, 2025
Made for kids: No

More features coming

We're working on new analytics and tools. Stay tuned.