Yes Disney is being mismanaged for the last 4-5 years for sure and Iger needs to go and they have to hire some one else .

The stock price of Nvidia is too high for me and I agree on that with Burry . But is it a bubble ? I don’t believe that because the investments are real the data centers are real the chip orders are real I believe that he is a person that always says danger danger and 99% of the time he is wrong but he is remembered for that 1% he was right .