Three billionaires just issued a shocking Nvidia warning

Core Viewpoint - Nvidia is central to the ongoing AI revolution, with its earnings being a focal point for analysts and investors, despite some top investors expressing skepticism about the AI boom [1][2]. Group 1: Investor Sentiment - Michael Burry has expressed concerns about a potential bubble in the market, indicating that some prominent investors share similar reservations about Nvidia's stock [2]. - Mike O'Rourke warns that speculative parts of the market are beginning to falter, which could impact major players like Nvidia [3]. Group 2: Nvidia's Market Position - Nvidia is viewed as the primary investment vehicle for AI, with its GPUs being essential for data centers operated by major companies like OpenAI, Google, and Microsoft [4]. - The stock has transitioned from being merely an AI leader to serving as a gauge for the AI market bubble [5]. Group 3: Recent Investor Actions - Michael Burry's Scion Asset Management purchased over $1 billion in put options on Nvidia and Palantir, indicating a bearish stance [6]. - Peter Thiel's Thiel Macro divested all its Nvidia shares, valued at nearly $100 million, while SoftBank Group is selling its entire 32.1 million-share stake for approximately $5.8 billion to invest in AI infrastructure [6].