Michael Burry Has a Urgent Message for Nvidia Stock Investors Nauman Khan Wed, November 11, 2026 at 12:10 PM EST 1 min read NVDA +4.62% MELI +0.56% Explore stocks on Coinbase Trading disclosure Trading disclosure The above button links to Coinbase. Yahoo Finance is not a broker-dealer or investment adviser and does not offer securities or cryptocurrencies for sale or facilitate trading. Coinbase pays us for certain activity generated through this link. Prices displayed are informational.
Michael Burry (Trades, Portfolio) sees Nvidia (NVDA) as a possible short-term trade, not a company he wants to own for years, amid questions about its competitive outlook, according to a post on his Cassandra Unchained blog late Tuesday.
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He sees room for a near-term market opportunity in the chipmaker, but does not expect the controversy involving Chief Executive Jensen Huang to do lasting damage to the business. Burry's main reservation is whether Nvidia can defend its competitive position over the next five years. For him, the potential for a near-term rebound and the durability of Nvidia's longer-term business position are separate questions.
That measured view stands apart from Burry's biggest disclosed holdings: MercadoLibre (MELI) and Australian furniture retailer Temple & Webster. He said each accounts for more than 10% of his portfolio.
Burry also said he increased his investments in MercadoLibre, Adobe (ADBE) and JD.com (JD), while adding long-dated call options tied to Sprouts Farmers Market (SFM). His latest positioning spans online commerce, software, Chinese e-commerce and consumer staples rather than relying only on the AI chip leader.
