Michael Burry Says Nvidia Earnings Will Be 'Great' — So Why Is He Telling NVDA Bulls To 'Get Out'?

What happened

Michael Burry expects Nvidia’s next earnings report to be strong but urges Nvidia bulls to sell, warning that a crisis surrounding CEO Jensen Huang could eventually threaten financing and customer deals. Nvidia reports next week for the quarter ended Oct. 25; the article says the effects may take time to appear.

Confirmed

Global impact / market context

Strong near-term results may not answer Burry’s longer-term concern: if the reported crisis disrupts financing or customer deals, Nvidia could face constraints on funding growth or securing demand. That could weaken future revenue even while the upcoming report reflects earlier business activity.

Analyst inference

The article presents a contrast between an already-completed quarter and possible later disruption, while its cited forecasts point to higher revenue and earnings. Investors therefore face a timing question: whether current reported growth can persist if the financing and customer arrangements Burry warns about unravel.

Analyst inference

What to watch

1. Nvidia’s report next week for the quarter ended Oct. 25, including whether reported results align with the company’s prior revenue and gross-margin forecast. Confirmed
2. Any further explanation of the crisis surrounding Jensen Huang and whether it affects financing or customer deals that support Nvidia’s growth. Analyst inference
3. Evidence in later results that financing or customer arrangements are changing, since disruption could affect Nvidia’s ability to fund growth or generate revenue. Analyst inference

Evidence

• stocktwits.com