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This article first appeared on GuruFocus. Michael Burry (Trades, Portfolio) said the grip Nvidia (NASDAQ:NVDA) has on the AI supply chain may be loosening following Jensen Huang's exit as CEO, and he has added to wagers against tech shares. Warning! GuruFocus has detected 3 Warning Signs with NVDA. Is NVDA fairly valued? Test your thesis with our free DCF calculator.NVDA GF Value chart Burry said Nebius (NBIS), TSMC (NYSE:TSM), ASML (NASDAQ:ASML) and CoreWeave (NASDAQ:CRWV) have leaned on Nvidia's dominance and financial backing. He is monitoring whether that influence fades over time, and he named Broadcom (NASDAQ:AVGO) and Advanced Micro Devices (NASDAQ:AMD) as possible winners.
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