The creator criticizes Microsoft's accounting practices related to AI data center depreciation, viewing it as a gimmick to inflate numbers, and intends to short the stock.
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NVIDIA Earnings Put the AI Boom to the Test — Woo Warns of “Catastrophe”
Aug 26, 2026
The creator expresses extreme skepticism about the current valuation of AI-related stocks, particularly NVIDIA and Microsoft, arguing that the market is driven by fear of missing out rather than sound economic logic. They believe the AI trade assumes a winner-take-all outcome which is unlikely, and that companies like Google will be negatively impacted by AI commoditization. The creator also criticizes Microsoft's accounting practices regarding AI data center depreciation and states an intention to short these names again after a period of observation.
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The creator intends to short NVIDIA again due to concerns about the AI trade's valuation and the hype surrounding it.