Michael Burry’s Bet Against Nvidia Sparks Market Turmoil
URGENT UPDATE: The stock market is reeling following famed investor Michael Burry’s bold bet against tech giants Nvidia and Palantir, igniting a social media frenzy. On November 20, 2025, Nvidia’s stock faced a significant downturn after Burry, known for his prophetic insights during the 2008 financial crisis, publicly challenged the sustainability of AI stocks, triggering memes and discussions across platforms.
Market analysts are buzzing over Burry’s recent actions, especially after his hedge fund, Scion Asset Management, revealed a staggering $1.1 billion in bearish put options on Nvidia and Palantir at the end of September. Burry’s critiques, shared on X (formerly Twitter), have painted a stark picture of potential overvaluation in AI stocks, raising alarms just as Nvidia reported an impressive third-quarter earnings beat.
Burry’s return to social media follows a two-year hiatus, re-emerging to voice concerns about a looming bubble in AI investments. His choice to adopt the moniker “Cassandra” reflects his reputation for making accurate yet unpopular predictions. This time, his warnings have taken center stage as Nvidia’s stock initially surged but ultimately fell over 3% by the market’s close on Thursday, dragging the entire market down with it. The S&P 500 and Nasdaq Composite experienced their largest intraday swings since April, with the former losing 1.6% and the latter 2.2% by day’s end.
Burry’s bearish stance has met with mixed reactions online. While some investors rushed to poke fun at his predictions, others rallied behind him, highlighting his track record of navigating market downturns. His critique of Nvidia’s financial strategies and concerns over inventory levels have fueled debates about the future of the tech giant, which boasts a market capitalization exceeding $4 trillion.
As Nvidia’s shares fluctuated, Burry’s Palantir puts have gained attention, especially after Palantir’s stock plummeted 25% since Burry initially disclosed his position. This downturn has prompted further discussions about the viability of the AI boom and whether Burry’s skepticism is warranted.
Market watchers are closely monitoring the unfolding situation as Burry remains silent on the latest developments surrounding his position against Nvidia and Palantir. However, his X bio hints at possible future insights: “‘Unchained’ coming maybe sooner than November 25.”
Investors and analysts alike are left to ponder whether Burry’s contrarian views will prove prescient once more. The potential implications of his actions could reverberate through the stock market, making this a critical moment for those invested in AI technologies.
Stay tuned for updates as this story develops and keep an eye on the financial markets for further reactions to Burry’s bold predictions.
