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. 📉

Carson Block on Nvidia & AI Short Opportunities
Bloomberg Television
36.0K views • Nov 20, 2025
Carson Block on Nvidia & AI Short Opportunities

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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Video Information

Views

36.0K

Likes

317

Duration

11:07

Published

Nov 20, 2025

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