---
title: "Investor Michael Burry Sounds the Alarm on Nvidia Stock (NVDA)"
type: "News"
locale: "en"
url: "https://longbridge.com/en/news/287673752.md"
description: "Investor Michael Burry warns that Nvidia's (NVDA) stock is vulnerable despite recent strong financial results. He predicts a potential dramatic decline, citing low trading volumes and high customer concentration risks. Burry's analysis suggests that if Nvidia's stock falls, there may be few buyers. Despite his concerns, NVDA holds a consensus Strong Buy rating among analysts, with a price target suggesting a 41% upside."
datetime: "2026-05-26T19:54:01.000Z"
locales:
  - [zh-CN](https://longbridge.com/zh-CN/news/287673752.md)
  - [en](https://longbridge.com/en/news/287673752.md)
  - [zh-HK](https://longbridge.com/zh-HK/news/287673752.md)
---

# Investor Michael Burry Sounds the Alarm on Nvidia Stock (NVDA)

Closely followed investor Michael Burry is sounding the alarm on Nvidia's (NVDA) stock a week after the chipmaker delivered blockbuster quarterly financial results.

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In his latest Substack post, Burry writes that NVDA stock looks vulnerable and that the artificial intelligence (AI) "tokenmaxxing" trend won't last much longer. "The conditions for an aggressive fall are as strong as they have been in the history of the stock," Burry wrote on May 25.

Burry is famous for having predicted the housing crash that led to the 2008 financial crisis, a saga chronicled in the book _The Big Short_. In his latest writings, Burry says that the next decline in Nvidia's stock could be "more dramatic" than its crashes of 56% in 2018, 67% in 2021, and 43% in 2025.

## **Critical of NVDA Stock**

Burry writes that his negative view of NVDA stock is based on options and stock market volumes, as well as fundamentals. He notes that trading volumes in Nvidia stock, on a 50-day moving average, are at their "lowest since 1999." If Nvidia stock falls, he expects "very few buyers on the way down."

On a fundamental basis, Burry says that Nvidia's customer concentration is "off the charts," exposing it to a major revenue hit if its biggest buyers pull back. He notes that the company's latest earnings report showed that Nvidia's top three customers were responsible for 64% of its accounts receivable, up from 56% the previous quarter.

## **Is NVDA Stock a Buy?**

Nvidia's stock has a consensus Strong Buy rating among 41 Wall Street analysts. That rating is based on 39 Buy, one Hold, and one Sell recommendations issued in the past three months. The average NVDA price target of $304.32 implies 41% upside from current levels.

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