The "Big Short" Michael Burry: NVIDIA’s outlook is uncertain, sell off positions promptly to exit.

Michael Burry, the real-life inspiration for *The Big Short*, posted on his Substack account that investors should sell NVIDIA (NVDA) before it’s too late. He warned that with Jensen Huang’s departure, NVIDIA may face multiple pressures including stronger customer bargaining power, slowed growth, and declining profit margins. Burry added that Huang’s exit could lead customers to slow deal progress, postpone purchases, renegotiate transaction terms, or even switch to competitors. Additionally, NVIDIA previously provided financial support for customers’ chip purchases via special financing tools, creating hidden debt and accumulating high leverage risks across the entire industry chain. Burry also pointed out that Huang once pushed customers to pre-order chips they did not actually need by threatening to cut their future chip quotas. NVIDIA’s previous growth model will be impacted, with both revenue growth likely to slow and margins facing downward pressure. He concluded with a warning that NVIDIA bulls will get another rare exit opportunity, stating bluntly: “Sell now while you still can.”