Burry‘sโฃ Nvidia Warnings Ignite Debate as Newsletter Gainsโฃ 90,000 Subscribers
PALO โALTO, โCA -โข November 27, 2025 – A burgeoning clash between investor Michael Burryโ and semiconductor giant Nvidiaโข is rapidly becoming the unexpected drama โof this Thanksgiving season, fueled โby Burry’s increasingly vocal warnings of โคan โฃAI bubble and the โคexplosive growth of his newโค investment newsletter.Less than aโ week after launch,โ the newsletter hasโข amassed 90,000 subscribers, amplifyingโค Burry’s โขbearish outlook on Nvidia and the broaderโ artificial intelligence market.
The central question now is whether Burry,famed for his prescient โคcall of โthe 2008 housing โcrisis,is accurately forecasting an impending market correction,or if his prominent voice and growing audience could inadvertently โ 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 Lehmanโข Brothers in 2008 โขboth contributed toโ a loss โof investor confidence and โขaccelerated those companies’ โcollapses, even tho โคunderlying issues were already present.
Burry’s thesis centers on a potential โขoversupply in โthe AI market, specifically questioning the sustainability โof Nvidia’sโฃ current valuation. While โฃNvidia’s stock experienced some volatility inโ november, its year-to-date performance remains strong, leaving analysts โฃdivided onโ whether Burry’sโฃ warnings are gaining traction. Though, Nvidia’s immense market capitalization and its position as a critical componentโข of the AI infrastructure make it notably vulnerableโ toโข shifts in investor sentiment.
unlikeโค Nvidia,which โstands to โฃlose significant market value,Burry hasโ littleโฃ to โคrisk beyond hisโค reputation as he leverages โhis newfound platform to deliver his โmessage with increasing intensity. The dynamic raises the possibility of a self-fulfilling prophecy: if enough investors heed Burry’s warnings and sell โtheir Nvidia holdings, the resulting sell-off could validate hisโค thesis and triggerโ a wider market correction.