Michael Burry Stock Tracker ♟ (@burrytracker) “Breaking: Michael Burry says to “get out” of Nvidia $NVDA before it’s too late B” — TopicDigg
Michael Burry Stock Tracker ♟
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Breaking: Michael Burry says to “get out” of Nvidia $NVDA before it’s too late
Burry's reasonings:
1. Without Huang, customers are free to “slow down deals, push back, renegotiate terms, or simply walk to a competitor”
2. Nvidia financed customer purchases through special vehicles and hidden debt, creating “tremendous leverage in the system”
3. Huang pushed customers to buy chips they didn’t need yet by threatening to cut their future allocations
4. Its growth may slow and “critically, its margins may fall”
With Jensen Huang out, Burry says “Nvidia bulls will have another fluffy big chance to get out. Get out.”
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