Burry‘s Nvidia Warnings Ignite Debate as Newsletter Gains 90,000 Subscribers
PALO ALTO, CA - November 27, 2025 – A burgeoning clash between investor Michael Burry and semiconductor giant Nvidia is rapidly becoming the unexpected drama of this Thanksgiving season, fueled by Burry’s increasingly vocal warnings of an AI bubble and the explosive growth of his new investment newsletter.Less than a week after launch, the newsletter has amassed 90,000 subscribers, amplifying Burry’s bearish outlook on Nvidia and the broader artificial intelligence market.
The central question now is whether Burry,famed for his prescient call of the 2008 housing crisis,is accurately forecasting an impending market correction,or if his prominent voice and growing audience could inadvertently cause the downturn he anticipates. History offers precedent: high-profile criticisms from investors like Jim Chanos regarding Enron in 2000-2001 and David Einhorn’s analysis of Lehman Brothers in 2008 both contributed to a loss of investor confidence and accelerated those companies’ collapses, even tho underlying issues were already present.
Burry’s thesis centers on a potential oversupply in the AI market, specifically questioning the sustainability of Nvidia’s current valuation. While Nvidia’s stock experienced some volatility in november, its year-to-date performance remains strong, leaving analysts divided on whether Burry’s warnings are gaining traction. Though, Nvidia’s immense market capitalization and its position as a critical component of the AI infrastructure make it notably vulnerable to shifts in investor sentiment.
unlike Nvidia,which stands to lose significant market value,Burry has little to risk beyond his reputation as he leverages his newfound platform to deliver his message with increasing intensity. The dynamic raises the possibility of a self-fulfilling prophecy: if enough investors heed Burry’s warnings and sell their Nvidia holdings, the resulting sell-off could validate his thesis and trigger a wider market correction.
