NVIDIA Corporation

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.

'Downgrade Game' investor accused Big Tech of artificially inflating profits

Palantir Technologies Inc.

"Downgrade Game" investor Michael Burry has heavily shorted Palantir stock

'They're offering a red pill': what Wall Street is saying in the wake of the Palantir report

lululemon athletica inc.

Michael Burry purchased options that would make him a profit if the stock of these companies fell

Investor Michael Burry of "The Downgrade Game" bet against Nvidia and Palantir

The Estee Lauder Companies Inc.

Michael Burry has published a cryptic post on social media X - the first in a long time and now the only one on his page