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Michael Burry, the real-life inspiration for 'The Big Short', warns: Jensen Huang's departure could weaken Nvidia's competitiveness, and investors should exit as soon as possible

2026-11-13 09:10

TechFlow reported on November 13, as relayed by Michael Burry Stock Tracker, that Michael Burry, the real-life inspiration for the film 'The Big Short' and a well-known investor, recently warned investors to exit Nvidia (NVDA) stock investments before it is too late.

Burry believes that with Jensen Huang's departure, Nvidia's customers may slow purchases, renegotiate contract terms, or even switch to competitors. He also raised concerns that Nvidia may be financing customer purchases through special-purpose entities and hidden debt, creating elevated leverage risk across the industry.

In addition, Burry alleged that Jensen Huang had previously pressured customers into early purchases through future chip allocation quotas, and that such demand may be unsustainable. He expects Nvidia's future revenue growth to slow and profit margins to face downside risk, again urging investors bullish on Nvidia to exit promptly.

Source: TechFlow