Michael Burry vs. AI and Big Tech: CapEx, Depreciation, and Nvidia GPUs
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YouTubeMergers & Inquisitions / Breaking Into Wall Street
Michael Burry vs. AI and Big Tech: CapEx, Depreciation, and Nvidia GPUs
Learn more here: https://breakingintowallstreet.com/core-financial-modeling/?utm_medium=yt&utm_source=yt&utm_campaign=yt45 This tutorial gives you a crash course on CapEx and Depreciation, from accounting to valuation, and explains why neither side is "right" in the "AI CapEx and Useful Life" debate. Files & Resources: https ...
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