Burry has appeared again, this time targeting AI and Nvidia. Last week, Nvidia went from a 5% increase to a 3% fall, and the entire US stock market followed suit. The market's first reaction was, "Isn't that Burry's guy predicting it right again?"

But to be honest, the fall is not solely due to Burley. The fundamental reason is that AI sentiment has reached its peak—trading anomalies, amplified volatility, and funds are starting to bottom out and exit. Burley's value lies not in his precision, but in his ability to take the opposite position during extreme emotions, asking the market, "Are we going a bit too far?"

What's more critical is that the timing of his appearance is itself very "market-oriented": the AI concept is at a high point, and the unconditional confidence of the bull market has started to raise questions. When the market shifts from mocking him to listening to him seriously, it indicates a change in mindset—from "keep charging ahead" to "can we catch this wave?"

NVIDIA has no long-term issues, but in the short term, it is clearly in a "fall" and "lack of strength" state. He is not a magician; he is just stating what is bound to happen in the industry ahead of time.