[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.)

[Entertainment] 失恋阵线联盟 Heartbreak Front Alliance (Koo Gud)

《失恋阵线联盟》是草蜢演唱的一首歌曲，由Cha Trikong Suwan作曲，何启弘作词，改编自泰国歌手Bird Thongchai演唱的歌曲《Ku Gad》，收录在草蜢1990年10月18日由环球唱片发行的普通话专辑《失恋阵线联盟》中。该歌曲是电视剧《家有仙妻》的主题曲，2015年被电影《我的少女时代》作为片尾曲。

The song "Koo Gud" (คู่กัด) is a popular Thai song by Bird Thongchai, often interpreted as a metaphor for "Adversaries" or "Lover's Quarrel." The lyrics reflect the ups and downs of love and relationships, highlighting themes of communication and reconciliation despite conflicts. The song has become a cultural touchstone in Malaysia, resonating with listeners for its emotional depth and relatable themes. 

草蜢 失戀陣線聯盟 MV

辽宁卫视2017春节晚会： 歌曲《失恋阵线联盟》 草蜢组合

[Beginners Dance Workout] 草蜢 失恋阵线联盟|Sino Afro Dance Workout(Coreografia)|Easy Dance Fitness，Zumba

2012 台北跨年晚會 - 草蜢 - 失戀陣線聯盟 寶貝對不起

Agogo Lover Line Dance (失恋阵线联盟）

Agogo Lover Linedance by David Ang

草蜢一首经典老歌《失恋阵线联盟》，30年前火遍全国，90年代乐队巅峰之作

Catchy Thai Love Song - Koo Gud by Bird Thongchai เพลง คู่กัด - เบิร์ด ธงไชย

Mike Angelo - Koo Gud @ Global Variety Show on CCTV 4 on Jun 28, 2020

[Future Technology] Elon Musk and Jensen Huang discuss the future of technology at US-Saudi Forum Elon Musk and Jensen Huang discuss the future of technology, AI and space at US-Saudi forum

看Elon Musk與NVIDIA創辦人兼行政總裁Jensen Huang，以及沙特阿拉伯通訊及資訊科技部長Abdullah A. Alswaha，在美國-沙特投資論壇上討論科技未來。（天空新聞，2025年11月19日）  

我好鍾意Elon Musk同Jensen Huang。Elon Musk and Jensen Huang, founder & CEO at NVIDIA, and Abdullah A. Alswaha, Saudi Arabia's minister of communications & information technology, had a discussion on the future of technology at the US-Saudi Investment Forum. (Sky News, Nov 19, 2025)

Elon Musk and Jesen Huang are so intellectual, I like these two guys.