Michael Burry Is Betting Against Nvidia Stock. Should You?

Core Insights - Nvidia's stock experienced a decline of approximately 4% on November 4, following regulatory filings that revealed investor Michael Burry is betting against the company with about $187 million in put options [1] - Despite the recent dip, Nvidia's stock has surged over 130% since its April low, indicating strong performance in 2025 [2] - Analysts project that Nvidia's valuation could reach $8.5 trillion in the coming years due to the growth of artificial intelligence, with expectations of doubling unit shipments within the next 12-15 months [3][4] Company Performance - Nvidia is positioned at the forefront of AI adoption, leading to exceptional demand for its products [4] - The stock has historically provided an 8.27% return in November, reinforcing its attractiveness as an investment [6] - Wall Street analysts maintain a consensus rating of "Strong Buy" for Nvidia, with a mean price target of approximately $230, suggesting a potential upside of around 15% [8] Market Sentiment - The short position taken by Burry is viewed as a contrarian move, with industry leaders like Alex Karp of Palantir Technologies criticizing the decision as misguided [5] - The overall sentiment among analysts and investors remains positive, with many viewing Nvidia as a strong long-term holding despite the short-selling activity [3][7]