By Oleksandr Pylypenko
Publication Date: 2025-11-17 20:08:00
Nvidia (NVDA) investors have had plenty to keep an eye on this year—from soaring AI demand and blockbuster earnings to U.S.-China trade tensions and valuation concerns. But now, another storyline is taking center stage, and it comes from one of Wall Street’s most recognizable contrarian voices: Michael Burry. The famed “Big Short” investor has reemerged with a series of cryptic moves and comments that have put NVDA investors on alert.
In recent weeks, Burry has sharply criticized the AI boom, revealed massive bearish positions against Nvidia and Palantir, compared the current tech spending cycle to the dot-com bubble, and accused hyperscalers of using accounting maneuvers to inflate profits. Then he added a dramatic twist: Scion Asset Management, the hedge fund he has run for more than a decade, has now been deregistered with the SEC. Immediately after, Burry took to X to hint at what’s coming next—teasing that “much better things” will launch on Nov. 25.
The problem? No one knows exactly what he’s planning. Will he continue publicly attacking the AI trade? Will he double down on bearish positions against Nvidia? Or does he intend to unveil an entirely new venture unrelated to his recent bets? Regardless, NVDA investors now have one more date to circle on their calendars.
About Nvidia Stock
Nvidia is a premier technology firm known for its expertise in graphics processing units and artificial intelligence solutions. The company is renowned for its…