According to Guru Club, Michael Burry cautioned on November 12 that Nvidia faces potential antitrust risks and narrowing competitive advantages within five years. In a Substack post, the investor noted that while current market selloffs present short-term trading opportunities, the greater concern is tightened U.S. export controls and possible Department of Justice antitrust investigations. Burry warned that Nvidia's investments in AI companies with demanding terms resembles "near-mafia" behavior and could trigger serious antitrust scrutiny if enforcement agencies begin rigorous investigations.

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