The Big Short' investor Michael Burry has publicly called the financials of Nvidia into question, and the company has fired back.

Tony Wang, who has a knack for spotting tech winners like Nvidia, talks about the companies that are exciting him now.

They say the sequel is never as good as the original, but Nvidia (NASDAQ: NVDA) seems to be proving that wrong. Three years after the launch of OpenAI's ChatGPT, which kicked off the artificial intelligence (AI) boom, Nvidia is still posting blockbuster results and blowing past Wall Street estimates quarter in, quarter out.

Nvidia Corporation upgraded to Strong Buy as AI-driven data center demand fuels 35% upside. Click for my NVDA earnings update.

Major U.S. equities indexes gained Tuesday afternoon, extending Monday's rally to start a holiday-shortened trading week. The Dow Jones Industrial Average was up over 1%, while the S&P 500 climbed 0.5%,

The massive server upgrade that Nvidia began a few months ago to bring in Blackwell RTX power to its GeForce NOW services is now available across all its planned regions.

The Nvidia GeForce NOW India release has been pushed to early 2026, with the company stating that the service cannot go live yet because its dedicated on-ground servers are still being built

Nvidia has pushed the India launch of GeForce Now to Q1 2026, citing ongoing server construction in the country to deliver low-latency cloud gaming performance.

NVIDIA's powerful RTX PRO 6000 Blackwell Workstation Edition GPU with 96GB GDDR7 drops from $9299 to $7999 at Newegg, a 13% drop in price.

Nvidia, Broadcom, and AMD are all well-positioned to be AI infrastructure winners. With spending for artificial intelligence (AI) infrastructure still on the rise, now looks like a good time to invest in the space. Let's look at three stocks set to be AI infrastructure winners.