Carson Block on Nvidia & AI Short Opportunities
Muddy Waters CEO Carson Block shares insights on Nvidia, AI short picks, and the firm's long position in Snowline. 📉

Bloomberg Television
36.0K views • Nov 20, 2025

About this video
Muddy Waters founder and CEO Carson Block discusses Nvidia, what companies to short in artificial intelligence, and why the firm has taken a long position in Snowline. He speaks on Bloomberg Television.
00:00 You'll go out of business if you short Nvidia, big tech
01:29 Factors which could cause AI bubble to pop
02:27 Difference between large language models and other AI models
04:37 Large language models are coming for the legal industry
05:35 Impact of passive investing on markets and price discovery
07:49 Snowline and why Muddy Waters is interested in mining
09:26 Fed rates and potential impact of higher rates on markets
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00:00 You'll go out of business if you short Nvidia, big tech
01:29 Factors which could cause AI bubble to pop
02:27 Difference between large language models and other AI models
04:37 Large language models are coming for the legal industry
05:35 Impact of passive investing on markets and price discovery
07:49 Snowline and why Muddy Waters is interested in mining
09:26 Fed rates and potential impact of higher rates on markets
--------
More on Bloomberg Television and Markets
Like this video? Subscribe and turn on notifications so you don't miss any videos from Bloomberg Markets & Finance: https://tinyurl.com/ysu5b8a9
Visit http://www.bloomberg.com for business news & analysis, up-to-the-minute market data, features, profiles and more.
Connect with Bloomberg Television on:
X: https://twitter.com/BloombergTV
Facebook: https://www.facebook.com/BloombergTelevision
Instagram: https://www.instagram.com/bloombergtv/
Connect with Bloomberg Business on:
X: https://twitter.com/business
Facebook: https://www.facebook.com/bloombergbusiness
Instagram: https://www.instagram.com/bloombergbusiness/
TikTok: https://www.tiktok.com/@bloombergbusiness?lang=en
Reddit: https://www.reddit.com/r/bloomberg/
LinkedIn: https://www.linkedin.com/company/bloomberg-news/
More from Bloomberg:
Bloomberg Radio: https://twitter.com/BloombergRadio
Bloomberg Surveillance: https://twitter.com/bsurveillance
Bloomberg Politics: https://twitter.com/bpolitics
Bloomberg Originals: https://twitter.com/bbgoriginals
Watch more on YouTube:
Bloomberg Technology: https://www.youtube.com/@BloombergTechnology
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Bloomberg Podcasts: https://www.youtube.com/@BloombergPodcasts
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Video Information
Views
36.0K
Likes
317
Duration
11:07
Published
Nov 20, 2025
User Reviews
4.3
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