Nvidia(US:NVDA) Ge Long Hui A P P·2025-10-31 07:05Core Insights - Michael Burry, known for shorting the U.S. real estate market, has issued a subtle warning to retail investors about market euphoria, suggesting that sometimes staying out of the market can be the best strategy [1] - The financial stability of the AI hype is being questioned as Nvidia becomes the first company to surpass a market capitalization of $5 trillion, representing nearly 10% of the total market capitalization of the S&P 500, exceeding the GDP of India, Japan, and Germany [1] Company Insights - Nvidia has achieved a significant milestone by becoming the first company with a market capitalization exceeding $5 trillion, highlighting its dominance in the tech sector [1] - The company's market value now accounts for a substantial portion of the S&P 500 index, raising concerns about potential overvaluation and market concentration risks [1] Industry Insights - The current AI trend is under scrutiny, with increasing skepticism regarding its financial sustainability and the potential for a market bubble [1] - Burry's comments reflect broader concerns in the investment community about the implications of rapid market growth driven by AI technologies [1]