Nvidia Has Everything to Lose. Burry Doesn’t.

[mendez]

Nvidia’s meteoric rise—12× since early 2023—has made it the most valuable company in the world and a symbol of the AI era. Burry, meanwhile, has no fund constraints, no SEC muzzle, and nothing at risk except reputation. After deregistering his firm, he’s now free to openly prosecute his bear case against AI. Whether he’s a prophet or a permabear, his campaign arrives at a moment when Nvidia’s dominance makes it a single point of failure for the entire AI narrative.

[Nahid Hossen]

High valuations put Nvidia at risk — Burry thrives in contrarian setups.

[Rimon Khan]

This tension shows just how divided the market is on AI-related stocks.