NVIDIA 'losing its cool'? Rare public rebuttal to short sellers as stock hits a two-month low! Intensifying competition pressure NVIDIA's stock plunged 7% intraday on Tuesday and closed down 2.6%, hitting its lowest point in over two months. Meanwhile, Alphabet, Google's parent company, defied the market trend and rose 1.6%, with its market cap nearing $4 trillion. Facing the threat of Google TPU potentially being adopted by major clients like Meta, NVIDIA made a rare statement on the X platform: 'Our GPUs are a generation ahead of the industry!' Secret memo refuting short sellers point by point Over the weekend, NVIDIA distributed a 7-page memo to analysts directly addressing concerns raised by Michael Burry, the inspiration for *The Big Short*: - **Accounting issues**: Denied circular financing claims, stating investments only account for a small portion of revenue. - **Equipment depreciation**: Asserted that clients depreciating GPUs over 4-6 years aligns with actual usage cycles. - **Bubble theory**: Emphasized the business is 'economically sound' and rejected comparisons to the Cisco bubble. Market doubts: Overreaction exposing anxiety? Analysts noted that NVIDIA's urgent communication seemed 'unsettled': 'A giant doesn't need to respond to every criticism; rushing to defend itself only amplifies unease.' Google TPU has successfully trained Gemini 3, and the threat of substitution is very real. Core dilemma: Jensen Huang's 'no-win situation' CEO Jensen Huang once admitted: strong performance is accused of fueling a bubble, while weak performance is seen as the bubble bursting. Now, does this defensive stance signal that the AI throne is no longer secure? Limited-time offer: Trade stocks and indices on Bybit TradFi with zero fees! #NVIDIA #Google #AIChips #USStocks