The fight between Nvidia and one of its loudest naysayers, investor Michael Burry, is escalating.

Following the "Big Short" investor's series of social media posts arguing that the artificial intelligence investment boom is replaying the dotcom bubble from the 1990s, with Nvidia at the center of it, the chipmaker quietly circulated a private memo to analysts that explicitly name-checked Burry to push back on many of his claims.

The Nvidia seven-page response to "questions and claims we've received," began by citing "Michael Burry on Twitter / X" as its first collection of source documents the company sought to refute.

For his part, Burry answered in a post on Substack that, "Nvidia emailed a memo to Wall Street sell side analysts to push back on my arguments on [stock-based

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