[Stock Market] Michael Burry takes aim at Nvidia after its earnings blowout

 

Summary of The Main Points of The Article - 'Big Short' investor Michael Burry takes aim at Nvidia after its earnings blowout

11/20/2025

'Big Short' investor Michael Burry takes aim at Nvidia after its earnings blowout

Michael Burry vs. Nvidia

Michael Burry, famed for “The Big Short,” criticized Nvidia after its strong earnings report.

He questioned the durability of Nvidia’s chips, dilution of its stock, and “give-and-take deals” in AI.

Burry continues to warn of an AI bubble despite Nvidia’s record-breaking results.

Nvidia’s Response

Nvidia reported record revenue and profit last quarter, with a bullish forecast for Q4.

CFO Colette Kress highlighted visibility to $0.5 trillion in Blackwell and Rubin revenue across 2025–2026.

She also projected $3–4 trillion annual AI infrastructure build by 2030.

CEO Jensen Huang dismissed bubble concerns, saying Nvidia sees “something very different.”

Market Reaction

Nvidia’s stock rose about 5% in premarket trading following the earnings beat. (Then, the Nvidia stock dropped from ~195 to ~175 on 11/20/2025. This might be partly caused by the market situation.)