Nicholas Rossolillo on Muck Rack

Nicholas Rossolillo

As seen in: The Motley Fool (U.S.), Apple Podcasts, MSN, Business Insider, USA Today, Yahoo News New Zealand, Aol, Yahoo Finance, Yahoo Finance Singapore, Yahoo! Finance Hong Kong, Flipboard and
Biz, tech, history, music nerd. chipstockinvestor.com, Concinnus Fin invstmnt port mngr, olive farmer. Nothing here's personal advice.
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Articles

Are Enterprise SaaS Stocks A Buy Now For 2026?

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By Nicholas Rossolillo
| Chip Stock Investor Podcast
It would seem the answer to the title question is “yes” considering the compressed valuations paired with enduring growth for many enterprise SaaS stocks in 2025. Yet the threat of new AI agent startups, vibe coding, and pricing pressure has many investors feeling like enterprise SaaS is still a pass.
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Meta’s AI Data Center “Depreciation” Problem — Breaking Down Michael Burry’s Argument (So Far) Against the Hyperscalers and Nvidia | Chip Stock Investor

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By Kasey Rossolillo, Nicholas Rossolillo
| Chip Stock Investor Podcast
The third quarter of 2025 was wild. Michael Burry (the investor played by Christian Bale in The Big Short) revealed short positions in Nvidia (NVDA) and Palantir (PLTR), and is sounding the alarm on AI data center spenders like Meta (META).
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Michael Burry’s AI Data Center Bubble Warning, and CoreWeave Q3 2025 Earnings

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By Nicholas Rossolillo
| Chip Stock Investor Podcast
Quite the week. Michael Burry, of The Big Short fame, has re-emerged — bearing bad news for the AI data center bulls. Burry fired up his X (fka Twitter) account to decry the extension of depreciation schedules for hyperscaler (Amazon, Alphabet, Microsoft, Meta, and Oracle) servers. An extension of a depreciation schedule assumes the asset (in this case, a lot of Nvidia (NVDA) GPU-based servers used in all things AI) has a longer lifespan of usefulness.
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