Michael Burry, the investor known for predicting the 2008 housing market crash, sees a potential trading opportunity in Nvidia following the chipmaker’s recent stock decline. However, he remains cautious about holding the company’s shares over the long term, raising questions about whether Nvidia can maintain its dominance in the semiconductor industry over the next five years.
Burry, widely known as the “Big Short” investor, believes Nvidia could attract renewed interest from investors as its stock faces pressure. According to Stocktwits, he described the company as a potentially attractive short-term trade but stopped short of recommending it as a long-term investment.
“I am not tempted as a long-term hold from here, but I imagine the whole market is going to think this is a heck of a trade fairly soon,” Burry said.
READ: Nvidia CEO Jensen Huang’s alleged affair sparks $7.5 billion China chip controversy: What we know (November 10, 2026)
His concerns are not primarily related to the controversy surrounding Nvidia CEO Jensen Huang. Burry does not expect the criticism or controversy involving Huang to significantly affect the company’s business. Instead, he is focused on a bigger question: how long Nvidia can maintain its competitive advantage in an increasingly crowded artificial intelligence (AI) chip market.
Nvidia has become one of the biggest beneficiaries of the global AI boom, with its graphics processing units (GPUs) powering data centers and advanced AI systems. However, growing competition and the possibility of changing technology trends have raised questions about whether the company can sustain its current market position over the coming years.
Burry’s latest comments suggest that he sees a distinction between making a short-term bet on Nvidia’s stock and holding it as a long-term investment.
What stocks is Michael Burry investing in?
While Burry remains cautious about Nvidia’s long-term prospects, his latest portfolio commentary points to other companies where he sees stronger investment opportunities.
According to Stocktwits, Burry identified Latin American e-commerce company MercadoLibre and Australian online furniture retailer Temple & Webster as his two largest portfolio positions.
READ: Nvidia probes into Jensen Huang’s affair with Chinese businesswoman amid spy claims (November 9, 2026)
In a post on his Cassandra Unchained platform late Tuesday, Burry said each investment accounted for more than 10% of his portfolio.
He also disclosed that he had increased his positions in MercadoLibre, software company Adobe, Chinese e-commerce company JD.com, and long-dated call options on grocery retailer Sprouts Farmers Market.
The portfolio updates offer a glimpse into where Burry is placing his bets as investors navigate uncertainty in the technology and broader stock markets.
His latest stance on Nvidia also highlights a key distinction in his investment outlook. While the recent decline could create an opportunity for traders looking for short-term gains, Burry is not convinced that the chipmaker’s competitive position will remain equally strong over the next five years.