{"id":60734,"date":"2025-11-27T15:31:47","date_gmt":"2025-11-27T15:31:47","guid":{"rendered":"https:\/\/dogewisperer.com\/?p=60734"},"modified":"2025-11-27T15:31:47","modified_gmt":"2025-11-27T15:31:47","slug":"will-michael-burrys-big-nvidia-bet-pay-off-nvda-stock-tumbles-as-polymarket-rakes-it-in","status":"publish","type":"post","link":"https:\/\/dogewisperer.com\/?p=60734","title":{"rendered":"Will Michael Burry\u2019s Big Nvidia Bet Pay Off? NVDA Stock Tumbles As Polymarket Rakes It In"},"content":{"rendered":"<div>\n<p><span data-preserver-spaces=\"true\">The Dow Jones, S&amp;P 500, and Nasdaq are up when writing, but interestingly, Nvidia is tumbling, and risks dragging the entire market with it. <\/span><\/p>\n<p><span data-preserver-spaces=\"true\">Of the three major indices, Nasdaq risks losing way more, especially if investors\u2019 fears that the Nvidia sell-off is just the beginning. Despite the <\/span><a class=\"editor-rtfLink\" href=\"https:\/\/99bitcoins.com\/cryptocurrency\/crypto-presales\/\" target=\"_blank\" rel=\"noopener\"><span data-preserver-spaces=\"true\">blockbuster Nvidia Q3 2025 results<\/span><\/a><span data-preserver-spaces=\"true\">, NVDA stock has been on a free fall, losing over $20 per share.<\/span><\/p>\n<blockquote class=\"twitter-tweet\" data-width=\"500\" data-dnt=\"true\">\n<p lang=\"en\" dir=\"ltr\">BREAKING: NVIDIA is down 17% since Michael Burry publicly going bearish, just 23 days ago.<\/p>\n<p>\u2014 Polymarket (@Polymarket) <a href=\"https:\/\/twitter.com\/Polymarket\/status\/1993456580730536199?ref_src=twsrc%5Etfw\" rel=\"nofollow\" target=\"_blank\">November 25, 2025<\/a><\/p>\n<\/blockquote>\n<p><script async src=\"https:\/\/platform.twitter.com\/widgets.js\" charset=\"utf-8\"><\/script><\/p>\n<p><span data-preserver-spaces=\"true\">Although prices are stable around the $178 to $182 range at spot rates, and not far away from all-time highs of $212, will NVDA extend losses today?<\/span><\/p>\n<p><strong><span data-preserver-spaces=\"true\">DISCOVER: <\/span><a class=\"general-link\" href=\"https:\/\/99bitcoins.com\/cryptocurrency\/crypto-presales\/\" target=\"_blank\" rel=\"nofollow noopener sponsored\"><span data-preserver-spaces=\"true\">The 12+ Hottest Crypto Presales to Buy Right Now<\/span><\/a><span data-preserver-spaces=\"true\">\u00a0<\/span><\/strong><\/p>\n<h2><span data-preserver-spaces=\"true\">NVIDIA\u2019s Q3 Report Was Solid, But Stock Prices Fell<\/span><\/h2>\n<p><span data-preserver-spaces=\"true\">The decline in Nvidia stock comes as a surprise, especially for those who follow headline EPS, revenue, and profit readings. <\/span><\/p>\n<p><span data-preserver-spaces=\"true\">What really drives Nvidia stock is how quickly they ramp up new chipsets that are far more efficient and powerful than those of their competitors and other models, as well as the rate at which these chipsets are deployed to data center operators.<\/span><\/p>\n<p><span data-preserver-spaces=\"true\">These chipsets power AI, and as of Q3 2025, Nvidia posted higher-than-expected revenue fueled by unrelenting AI demand. Revenue grew +22% QoQ to $57 billion, while data center revenue also exploded by nearly the same margin to $51.2 billion. <\/span><\/p>\n<p><iframe loading=\"lazy\" title=\"NVIDIA Q3 2025 Earnings Breakdown| Record Revenue &amp; Skeptic Warnings #nvidia #q32025 #financialnews\" width=\"500\" height=\"281\" src=\"https:\/\/www.youtube.com\/embed\/Vktebit45CA?feature=oembed\" frameborder=\"0\" allow=\"accelerometer; autoplay; clipboard-write; encrypted-media; gyroscope; picture-in-picture; web-share\" referrerpolicy=\"strict-origin-when-cross-origin\" allowfullscreen><\/iframe><\/p>\n<p><span data-preserver-spaces=\"true\">Based on their Q4 2025 forward guidance, they expect revenue to expand to $65 billion while spending $5 billion in operational expenditure. <\/span><\/p>\n<p><span data-preserver-spaces=\"true\">At this pace, Nvidia projects another +14% growth in Q4 2025, though there will be no contribution from the China data center. What\u2019s more? Their full-year outlook is bullish, and revenue from <\/span><a class=\"general-link\" href=\"https:\/\/99bitcoins.com\/cryptocurrency\/best-meme-coins\/\" target=\"_blank\" rel=\"nofollow noopener sponsored\"><span data-preserver-spaces=\"true\">Blackwell chipsets<\/span><\/a><span data-preserver-spaces=\"true\"> is on track to break $500Bn driven by new deals.<\/span><\/p>\n<p><strong><span data-preserver-spaces=\"true\">DISCOVER: <\/span><a class=\"general-link\" href=\"https:\/\/99bitcoins.com\/cryptocurrency\/best-solana-meme-coins\/\" target=\"_blank\" rel=\"nofollow noopener sponsored\"><span data-preserver-spaces=\"true\">Top Solana Meme Coins to Buy in 2025<\/span><\/a><\/strong><\/p>\n<h2><span data-preserver-spaces=\"true\">Why is Nvidia Stock Falling? Is Michael Burry of \u201cThe Big Short\u201d Right?<\/span><\/h2>\n<p><span data-preserver-spaces=\"true\">CFO Colette Kress and founder, Andrew Huang, both paint a picture of accelerating, multi-year demand across the global AI stack, but there are concerns.<\/span><\/p>\n<p><span data-preserver-spaces=\"true\">Before deregistering from the SEC earlier this month, Michael Burry, the founder of hedge fund Scion Asset Management, placed a bearish bet against NVDA stock. <\/span><\/p>\n<blockquote class=\"twitter-tweet\" data-width=\"500\" data-dnt=\"true\">\n<p lang=\"en\" dir=\"ltr\">Update: It&#8217;s been 23 days since Michael Burry publicly went bearish on Nvidia <a href=\"https:\/\/twitter.com\/search?q=%24NVDA&amp;src=ctag&amp;ref_src=twsrc%5Etfw\" rel=\"nofollow\" target=\"_blank\">$NVDA<\/a><\/p>\n<p>It&#8217;s down -17% since <a href=\"https:\/\/t.co\/VyDIFRkcaV\" rel=\"nofollow\" target=\"_blank\">pic.twitter.com\/VyDIFRkcaV<\/a><\/p>\n<p>\u2014 Michael Burry Stock Tracker <img decoding=\"async\" src=\"https:\/\/s.w.org\/images\/core\/emoji\/16.0.1\/72x72\/265f.png\" alt=\"\u265f\" class=\"wp-smiley\" style=\"height: 1em; max-height: 1em;\"> (@burrytracker) <a href=\"https:\/\/twitter.com\/burrytracker\/status\/1993352283011399959?ref_src=twsrc%5Etfw\" rel=\"nofollow\" target=\"_blank\">November 25, 2025<\/a><\/p>\n<\/blockquote>\n<p><script async src=\"https:\/\/platform.twitter.com\/widgets.js\" charset=\"utf-8\"><\/script><\/p>\n<p><span data-preserver-spaces=\"true\">Based on their Q3 2025 13F filing covering positions as of September 30, the fund was net short on Nvidia, disclosing a put option of 1M NVDA shares with a notional value of $187, of which they paid roughly $10 million to open.<\/span><\/p>\n<p><span data-preserver-spaces=\"true\">The long-dated put option will rake in huge profits for Scion should Nvidia stock continue dropping by the time the option expires. <\/span><\/p>\n<p><span data-preserver-spaces=\"true\">Burry believes in the current \u201cAI bubble,\u201d Nvidia is right at the center, noting that hype always outpaces sustainable demand. <\/span><\/p>\n<p><span data-preserver-spaces=\"true\">Although the short is not based on AI as an industry, the position is against an industry that could be overextended with key players overbuilding. <\/span><\/p>\n<p><span data-preserver-spaces=\"true\">Google, Meta, and Microsoft, Burry observes, are spending trillions on AI data centers and buying large quantities of chips in a frenzy, although AI demand could sharply slow down in the next two years.<\/span><\/p>\n<blockquote class=\"twitter-tweet\" data-width=\"500\" data-dnt=\"true\">\n<p lang=\"en\" dir=\"ltr\">Michael Burry has disclosed a $1.1 billion short position against Nvidia and Palantir.  <\/p>\n<p>Burry, the investor who became famous after correctly predicting the 2008 housing crisis, has been outspoken about the issue of \u201ccircular financing,\u201d pointing to arrangements where major\u2026 <a href=\"https:\/\/t.co\/WTPi7JslhC\" rel=\"nofollow\" target=\"_blank\">pic.twitter.com\/WTPi7JslhC<\/a><\/p>\n<p>\u2014 AF Post (@AFpost) <a href=\"https:\/\/twitter.com\/AFpost\/status\/1988688061115314228?ref_src=twsrc%5Etfw\" rel=\"nofollow\" target=\"_blank\">November 12, 2025<\/a><\/p>\n<\/blockquote>\n<p><script async src=\"https:\/\/platform.twitter.com\/widgets.js\" charset=\"utf-8\"><\/script><\/p>\n<p><span data-preserver-spaces=\"true\">In this boom, Burry also notes that Nvidia has been investing in customers like OpenAI. These clients then have to buy Nvidia chips. In these \u201cgive-and-take\u201d deals, Burry believes the chipset manufacturer ends up masking weaknesses, particularly in key metrics such as revenue.<\/span><\/p>\n<p><strong><span data-preserver-spaces=\"true\">DISCOVER: <\/span><a class=\"general-link\" href=\"https:\/\/99bitcoins.com\/cryptocurrency\/new-cryptocurrency\/\" target=\"_blank\" rel=\"nofollow noopener sponsored\"><span data-preserver-spaces=\"true\">Best New Cryptocurrencies to Invest in 2025<\/span><\/a><\/strong><\/p>\n<div class=\"nnbtc-key-takeaways\">\n<h2 class=\"nnbtc-key-takeaways__title\">Will Michael Burry&#8217;s Big Nvidia NVDA Stock Bet Pay Off?<\/h2>\n<ul class=\"nnbtc-key-takeaways__list\">\n<li class=\"nnbtc-key-takeaways__list-item\">\n         <span data-preserver-spaces=\"true\">Nvidia is one of the top stocks <\/span><span data-preserver-spaces=\"true\">\u00a0<\/span>    <\/li>\n<li class=\"nnbtc-key-takeaways__list-item\">\n         <span data-preserver-spaces=\"true\">NVDA stock is trending lower<\/span><span data-preserver-spaces=\"true\">\u00a0<\/span>    <\/li>\n<li class=\"nnbtc-key-takeaways__list-item\">\n         <span data-preserver-spaces=\"true\">Michael Burry of \u201cThe Big Short\u201d is<\/span> <span data-preserver-spaces=\"true\">bearish on NVDA <\/span>    <\/li>\n<li class=\"nnbtc-key-takeaways__list-item\">\n         <span data-preserver-spaces=\"true\">Will NVDA stock extend losses in December?<\/span><span data-preserver-spaces=\"true\">\u00a0<\/span>    <\/li>\n<\/ul><\/div>\n<p>The post <a href=\"https:\/\/99bitcoins.com\/news\/altcoins\/will-michael-burrys-big-nvidia-nvda-stock-bet-pay-off\/\">Will Michael Burry\u2019s Big Nvidia Bet Pay Off? NVDA Stock Tumbles As Polymarket Rakes It In<\/a> appeared first on <a href=\"https:\/\/99bitcoins.com\/\">99Bitcoins<\/a>.<\/p>\n<\/div>\n","protected":false},"excerpt":{"rendered":"<p>The Dow Jones, S&amp;P 500, and Nasdaq are up when writing, but interestingly, Nvidia is tumbling, and risks dragging the entire market with it. Of the three major indices, Nasdaq risks losing way more, especially if investors\u2019 fears that the Nvidia sell-off is just the beginning. Despite the blockbuster Nvidia Q3 2025 results, NVDA stock [&hellip;]<\/p>\n","protected":false},"author":1,"featured_media":0,"comment_status":"closed","ping_status":"closed","sticky":false,"template":"","format":"standard","meta":{"iawp_total_views":0,"footnotes":""},"categories":[2],"tags":[3,4,5],"class_list":["post-60734","post","type-post","status-publish","format-standard","hentry","category-news","tag-crypto","tag-doge","tag-news"],"_links":{"self":[{"href":"https:\/\/dogewisperer.com\/index.php?rest_route=\/wp\/v2\/posts\/60734","targetHints":{"allow":["GET"]}}],"collection":[{"href":"https:\/\/dogewisperer.com\/index.php?rest_route=\/wp\/v2\/posts"}],"about":[{"href":"https:\/\/dogewisperer.com\/index.php?rest_route=\/wp\/v2\/types\/post"}],"author":[{"embeddable":true,"href":"https:\/\/dogewisperer.com\/index.php?rest_route=\/wp\/v2\/users\/1"}],"replies":[{"embeddable":true,"href":"https:\/\/dogewisperer.com\/index.php?rest_route=%2Fwp%2Fv2%2Fcomments&post=60734"}],"version-history":[{"count":0,"href":"https:\/\/dogewisperer.com\/index.php?rest_route=\/wp\/v2\/posts\/60734\/revisions"}],"wp:attachment":[{"href":"https:\/\/dogewisperer.com\/index.php?rest_route=%2Fwp%2Fv2%2Fmedia&parent=60734"}],"wp:term":[{"taxonomy":"category","embeddable":true,"href":"https:\/\/dogewisperer.com\/index.php?rest_route=%2Fwp%2Fv2%2Fcategories&post=60734"},{"taxonomy":"post_tag","embeddable":true,"href":"https:\/\/dogewisperer.com\/index.php?rest_route=%2Fwp%2Fv2%2Ftags&post=60734"}],"curies":[{"name":"wp","href":"https:\/\/api.w.org\/{rel}","templated":true}]}}