NVIDIA Corporation

Palantir Technologies Inc.

Investor Michael Burry, famous for betting against the mortgage market before the 2008 crisis, has sharply stepped up his criticism of Nvidia and revealed new details of his bets against AI companies. In a fresh letter on the chipmaker, he said he sees serious risks in the rapid obsolescence of hardware - while confirming that he holds put options on the downfall of not only Nvidia but also another Wall Street AI darling.

'Strawman scarecrow burned': Burry stepped up criticism of Nvidia. Who else is in his crosshairs?

The company said, among other things, that criticism of "round-tripping" and inflated profits was unfounded

Nvidia vs. Burry: How the chipmaker fends off attacks from 'Downgrade Game' investor

Apple Inc.

Amazon.com, Inc.

The Coca-Cola Company

The Walt Disney Company

The investor who predicted the 2008 mortgage crisis tells in a new blog how he combined his first steps in investing with a job at a hospital

'Going back to the old': what did Michael Burry learn from Buffett and how did he trade in '99?

Cisco Systems, Inc.

A famous investor is convinced that Nvidia is similar to Cisco, whose stock plummeted nearly 80% after the dot-com bubble collapsed

'It's not that different': why is Michael Burry comparing the bubble in AI to the dotcoms?

Investor Michael Burry, who became famous for predicting the 2008 mortgage crisis and was able to make money on it, <a href="https://www.cnbc.com/2025/11/24/michael-burry-launches-newsletter-to-lay-out-his-ai-bubble-views-after-deregistering-hedge-fund.html">has</a> <a href="https://michaeljburry.substack.com/">launched his</a> own newsletter on the service for paid author blogs and analytics Substack, according to CNBC. According to Burry, since Sunday he has already collected more than 23 thousand subscribers on the platform, and now this platform will become his "sole focus," <a href="https://www.businessinsider.com/big-short-michael-burry-substack-blog-nvidia-ai-dotcom-bubble-2025-11">writes</a> BusinessInsider.

'Downgrade Game' investor launches paid blog and warns of AI bubble

Oracle Corporation

Microsoft Corporation

The company and Michael Burry argued in absentia about whether investments in its AI processors could pay off

Nvidia responds to investor criticism from 'Downgrade Game' investor

Taiwan Semiconductor Manufacturing Company Limited

Super Micro Computer, Inc.

Even a strong quarterly report from Nvidia won't guarantee a rise in shares of the main symbol of the AI boom, Bloomberg warns

Market awaits Nvidia report: which stocks could rise or fall the most? 

Cult shortstop Michael Burry this week warned of some sort of "Nov. 25 or sooner" event related to the AI investment boom

Investor in the "Downgrade Game" said he did not leave the market after the fund deregistered

The discussion centers on the real-world resource of Nvidia chips and the sustainability of the current AI boom

Bernstein argued with Michael Burry: how long do Nvidia chips really live?

SoftBank Corp.

Nebius Group N.V.

Meta Platforms, Inc.

This week saw the end of the longest government shutdown in US history. Investment gurus sounded the alarm: Michael Burry accused Big Tech of artificially inflating profits, and Mark Mobius warned of an impending correction in the AI sector. The announcement of the stake sale to Nvidia caused SoftBank's stock price to decline, reflecting market doubts about the return on large-scale AI investments. At the same time, Arkady Volozh's Nebius signed a $3 billion contract with Meta, following an agreement with Microsoft. You can read about the main events from November 10 to 14 in our review.


Highlights of the week: US shutdown finale, Burry vs Big Tech, SoftBank sold to Nvidia

Burry is no longer required to disclose his transactions 

'Things are much better ahead': has the investor in the 'Downgrade Game' closed his fund?

Alphabet Inc.

Famous investor Michael Burry, the prototypical hero of the book and movie "The Downgrade Game," suspected hyperscalers, including Meta and Oracle, of artificially inflating profits by "leveraging" their assets.