“The under ownership in railway, defence and power continues to be a sour spot. There are enough people who are calling it for a top and so on. They may be when stocks go up 300%; if a 20% downside happens, there will be alarm bells but in no way can you change the future of these companies. These are now trending for the next three-five years.”
Michael Burry calls Nvidia ‘heck of a trade’ after Huang’s scandal sparks $430 bn selloff. Why is Big Short fame dismissing fears?
Michael Burry sees a near-term trading opportunity in Nvidia despite his broader concerns about AI valuations. The Big Short investor believes Jensen Huang’s personal controversy
November 11, 2026