A post by @BlockBeatsAsia on X.
「大空头」Michael Burry 警告投资者趁早卖出英伟达，称黄仁勋离任可能成为公司增长模式的转折点。
@BlockBeatsAsia on X
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Michael Burry, the investor famed for calling the 2008 housing crash, urged investors to sell Nvidia stock, arguing that CEO Jensen Huang's eventual departure could mark a turning point in the company's growth model. The warning targets Nvidia, whose shares have powered the AI trade and made it one of the world's most valuable companies. Burry's concern centers on the durability of Nvidia's growth once its long-serving founder and chief executive is no longer at the helm. The call adds a governance and succession dimension to the debate over AI-related valuations. Investors will watch whether Nvidia addresses leadership succession planning and whether the stock's momentum holds against Burry's skepticism.
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Named in this story
Nvidia (NVDA), Michael Burry, Jensen Huang
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