“Big Short” Michael Burry: Nvidia Investors Should Exit Soon; Growth Slowing and Margins Under Pressure
Odaily reports that “Big Short” Michael Burry has issued a warning, advising investors to exit Nvidia (NVDA) stock as soon as possible, citing several risk factors:
1. Without Jensen Huang, customers may slow transactions, delay purchases, renegotiate contract terms, or even turn to competitors;
2. Nvidia provides financing support for customers to purchase chips through special financing instruments and hidden debt, which could create massive leverage across the entire market;
3. Jensen Huang has threatened to cut customers' future chip allocations to push them to buy chips they do not urgently need in advance;
4. Nvidia's future growth may slow, and more critically, profit margins may decline.
Michael Burry added that Jensen Huang's departure would give Nvidia bulls another rare opportunity to exit.
