Recently, the main character in the US stock market is not Nvidia, not the Federal Reserve, but - Michael Burry is back (the one played by Christian Bale in 'The Big Short').

In the past, Burry was a trader: betting on the housing bubble, shorting against the trend, cold and rational.

Now, Burry is more like an 'emotional button': when he speaks, the market gets nervous; when he shorts, social media goes wild; when he appears, emotions are amplified; he no longer just influences prices, but narrative.

Last Thursday, Nvidia suddenly dropped from a 5% increase to a 3% decrease, causing the entire US stock market to plunge.

People's first reaction in their minds is: "Did that guy Barry predict correctly again?" After all, he shorted the US real estate market back in the day and earned legendary status, and now he's focused on AI.

He suddenly made a comeback on X, and right off the bat, he started posting frantically saying that AI is a bubble, directly shorting Nvidia, and also shorting Palantir (later he said he closed his positions).

Moreover, he is very theatrical; he gave himself a nickname: Cassandra (the priestess from ancient Greece who was always right but no one believed her).

Is Barry really the reason Nvidia plummeted?

Of course, it's not just him. There are more critical real factors— the market has been tense (too long held hostage by AI emotions).

He has never been someone who relies on short-term precision; his strength lies in standing against the tide during extreme emotions.

The importance of Barry is not whether he is right or wrong, but the role he plays: he voiced the market's thought, "Don't you think this is a bit too crazy?"

What we care more about is why he appears at this moment. The key is not whether he has made another accurate prediction, but rather that the timing of his appearance is itself very "market-like"—AI concept at a high point, trading starting to change, volatility increasing, and capital beginning to shift towards defense. Barry's return seems more like the market going through a period of "self-doubt"—this time, the market has started to listen seriously. And when the market starts to listen to him seriously, rather than mock him, it shows that the confidence of the bull market has shifted from "unconditional" to "with a question mark."

Will Nvidia and AI continue to rise?

There are no long-term issues, but in the short term, you can clearly feel:

"Can't rise"

"I'm tired"

"Some people are getting off the bus"

He is not a magician; he just speaks out what was going to happen in the industry ahead of time.#美国非农数据超预期 $BTC