'Big Short' Michael Burry: Nvidia's Outlook Is Uncertain, Sell and Get Out Now

BlockBeats news, November 13 — Michael Burry, the real-life prototype of "The Big Short," stated in a post on his Substack account that investors should sell Nvidia (NVDA) before it's too late, warning that with Jensen Huang's departure, Nvidia may face multiple pressures including increased customer bargaining power, slowing growth, and declining profit margins.

With Jensen Huang's departure, its customers may slow transaction progress, delay purchases, renegotiate deal terms, or even turn to competitors. Additionally, Nvidia previously provided financing support for customers to purchase chips through special financing instruments, creating hidden debt and causing the entire industry chain to accumulate high leverage risk. He also stated that Jensen Huang had pushed customers to purchase chips they did not actually need yet by threatening to cut their future chip allocations.

Nvidia's previous growth model may come under pressure, with not only revenue growth potentially slowing but profit margins also facing downward pressure. He concluded with a warning that Nvidia bulls may face another rare opportunity to exit, saying bluntly: "Sell while you still have the chance."