Michael Burry says 'get out' of Nvidia, citing hidden debt and leveraged customer financing
SumitGup · x · 2026-11-13
Michael Burry publicly urged investors to "get out" of Nvidia before it's too late, citing four reasons: (1) without Jensen Huang, customers can slow deals, renegotiate or walk; (2) Nvidia financed customer purchases via special vehicles and hidden debt, creating "tremendous leverage"; (3) Huang pushed customers to buy chips they didn't need by threatening future allocations; (4) growth may slow and margins may fall. He says bulls will get "another fluffy big chance to get out."
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