What is Michael Burry's position on these stocks?

Burry recently bought Adobe shares per his 13F filing, but his stance on Nvidia is not disclosed.

What are the risks of investing in Nvidia at a high price?

Risks include a slowdown in AI growth, increased competition, or a market correction that could sharply reduce the stock price.

Nvidia at a Premium Beats Adobe at a Discount: Analysis

Q: Should investors mimic Michael Burry?

No, the analysis warns against blindly following famous investors without understanding fundamentals, as each investment carries its own risks.

An analysis from 24/7 Wall St. argues that owning Nvidia (NVDA) at a high valuation is better than buying Adobe (ADBE) at a discount, contrary to Michael Burry's recent investment in Adobe. The article highlights Nvidia's superior growth in AI.

June 22, 2026

2 min read

Source: 24/7 Wall St.

In an analysis published by 24/7 Wall St., the author presents a contrarian view to famed investor Michael Burry's recent moves, preferring to own Nvidia (NVDA) at a premium rather than Adobe (ADBE) at a discount.

Rationale

Burry, known for his bet against the housing market in 2008, recently added Adobe to his portfolio. However, the analysis argues that Nvidia's premium is justified by its explosive growth in AI, while Adobe's discount reflects slowing growth and increased competition.

Valuation Comparison

Nvidia (NVDA): Trades at a high P/E ratio (>50), but revenue growth exceeds 100% YoY.
Adobe (ADBE): Trades at a lower P/E (~30), but revenue growth is only about 10%.

Context

Burry's 13F filing revealed a new stake in Adobe, leading some investors to follow. The analysis cautions against blindly copying famous investors without understanding fundamentals.

Conclusion

The choice between the two stocks depends on whether investors prefer high growth (Nvidia) or relative stability (Adobe). The analysis leans toward growth at a premium over value at a discount.

Frequently Asked Questions

Because Nvidia grows much faster (over 100% annually) due to AI, while Adobe's growth is slow (around 10%), justifying the premium.

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This article was rewritten in Wrqti's editorial style based on information from the original source above. Content is informational only — not investment advice.