Thanksgiving is usually about food, family, and long talks at the table. Many people expect some small drama from relatives or long trips, but this year the real drama is happening in the stock market. It is the growing tension between Michael Burry and Nvidia, and it has become one of the most talked about stories in the world of finance and tech.
This strange situation has made many people stop and pay attention. On one side is Michael Burry, the famous investor who predicted the housing crash. On the other side is Nvidia, the giant company that builds the most powerful chips used in artificial intelligence. Their clash has raised big questions about the future of AI, the price of technology stocks, and whether the current excitement around AI is too much or perfectly normal.
Why Michael Burry is back in the spotlight
Michael Burry became well known because he warned people about the housing market before it crashed. Many ignored him, but he later became one of the most respected voices in finance. Now he is warning people again, but this time his concern is about the AI industry and the way investors are treating Nvidia.
Burry has been posting charts and long explanations on his online pages. He says that Nvidia is growing at a speed that does not match reality. He agrees that Nvidia is a strong company with great products, but he believes the current price of the stock is far above what the company can support in the long term.
In simple words, Burry thinks the market is too excited. He believes too many people are buying AI stocks with the hope of fast gains. He sees signs that remind him of past bubbles, such as the dot com bubble where companies grew too fast, only for the excitement to suddenly fall apart.
Why Nvidia is at the center of everything right now
Nvidia is the main company behind modern AI. Its chips power chatbots, image models, video tools, robots, servers, and almost every major AI system you hear about in the news. Because of this, Nvidia has grown at a massive speed. Its stock has climbed again and again. Companies around the world depend on its chips, and some even wait months to get their orders.
To many investors, Nvidia looks like the future. They see the company as the main engine that will push AI forward. As companies build more data centers and more AI tools, Nvidia sells more chips. This is why the company keeps reporting huge profits.
While many investors love Nvidia, the rapid growth has made some experts nervous. They wonder if this pace can continue, or if the market is ignoring some important risks.
What Burry sees that others may be missing
Michael Burry is not saying that Nvidia is a bad company. He is saying the price of the company may be too high. He believes people are focusing only on the good news and ignoring early signs of a slowdown. He also thinks that some companies are buying more AI chips than they actually need because they are afraid of missing out.
Burry warns that this can lead to too much supply. If companies realize they bought too many chips, they may reduce future orders. This can slow down Nvidia’s sales and affect the entire AI market.
He is also concerned about something he calls the echo effect. This is when one industry grows fast, and everyone expects it to keep growing forever, even if real demand may be lower. He has seen this happen in past markets, and he believes something similar could happen with AI.
Why investors are arguing about this
Nvidia supporters say the world is entering a new age of technology. They believe AI is still in the early stage and the demand for chips will grow for many years. To them, Nvidia is building tools that will be just as important as electricity or the internet.
Burry’s supporters say things are not that simple. They believe history shows that rapid growth often slows down. They think the current excitement around AI feels too perfect. They also point out that some companies are having trouble making money from AI, even after spending large amounts of money.
The two sides continue to argue online and in financial news, and the discussion has become one of the most watched debates of the year.
Why this feels like the true Thanksgiving drama
Families may argue about food or travel, but this situation is much bigger. The outcome of this debate could affect the tech industry, the stock market, and even the future of AI development. Many people who invest in tech stocks are watching closely. Some fear a correction while others think the growth will continue.
This is why people say the real drama this Thanksgiving is not in the living room or the dining room. It is in the fight between a famous investor and one of the most powerful tech companies on the planet.
The Bottom Line
The clash between Michael Burry and Nvidia shows how quickly the world is changing. AI is shaping everything from business to daily life. Nvidia is leading this change, but fast growth always brings questions. Burry’s warnings remind people to slow down and think carefully.
Whether you agree with Burry or support Nvidia, one thing is clear. This story is not going away. It will shape how people think about AI and tech investments for a long time.
Also Read:Nvidia’s record 57B revenue and upbeat forecast quiets AI bubble talk
