TRASHFUTURE *PREVIEW* It’s An En En En En Ron feat. Ed Zitron
Nov 29, 2025
Ed Zitron, a critical voice in the tech industry and PR professional, joins to dissect Nvidia’s bizarre assurance that they’re not Enron. He critiques the stock compensation narratives pushed by skeptics like Michael Burry while the hosts poke fun at Nvidia's dramatic PR response. Discussions cover corporate denial, tech firms' inflated asset valuations, and GPU lifespan controversies. Get ready for some sharp insights and a few laughs as they navigate corporate behaviors and the absurdities of modern tech narratives.
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Burry's Big Short On NVIDIA
- Michael Burry published a Substack arguing NVIDIA is overvalued and flagged stock-based compensation issues.
- Hosts think the compensation claim was rebutted and unlikely to indicate deliberate fraud by NVIDIA.
Why A Giant Company Publicly Rushed To Reply
- NVIDIA publicly responded to Burry, which the hosts find striking for a company of its size.
- They debate whether such a detailed public rebuttal signals corporate insecurity or PR mismanagement.
Client-Gone-Wild PR Comparison
- Ed Zitron compares the situation to a 'client gone wild' where a PR lead loses control.
- He uses that analogy to explain why NVIDIA might have over-responded publicly.