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People · Michael Burry · Semiconductors

What Michael Burry has said about semiconductors

Michael Burry, founder of Scion Asset Management. 2 statements from November 12, 2026 to November 15, 2026, each quoted word for word from the original and checked before publication. Newest first.

  1. November 15, 2026 · on X
    “in late 2025 (Q3 of FY2026), NVIDIA moved from counting revenue by billing or invoicing location to counting revenue by headquarters (HQ) location, a much less geographically informative methodology”

    Michael Burry Criticizes Nvidia's Revenue Reporting Shift →

  2. November 12, 2026 · on X
    “Trading Post November 12, 2026: Enough is Enough, $NVDA, SMH vs SOXX, 100% Human”

    Michael Burry Suggests "Enough is Enough" for Nvidia →

Statements are reported from Michael Burry’s own public posts and appearances, quoted verbatim, checked against the original before publication, and linked to it. Inclusion is editorial and not an endorsement of any view, product, or asset. Full profile: Michael Burry. The beat: Semiconductors.