southpaw
‪@nycsouthpaw.bsky.social‬

Burry’s Palantir trade is roughly an order of magnitude bigger—and more interesting imo—than the Nvidia puts.

‪Helen Kennedy‬
‪@helenkennedy.bsky.social‬
· 4h
The guy who got famous betting against the housing market in 2007 just before that bubble burst - played by Christian Bale jn “The Big Short” - just wagered $1 billion on the collapse of the AI boom.

https://www.wsj.com/livecoverage/stock-market-today-dow-sp-500-nasdaq-11-04-2025/card/michael-burry-is-back-with-two-big-shorts-palantir-and-nvidia-zQA6SOnar36KPg0BtGQS

Michael Burry Returns With Two Big Shorts: Palantir and Nvidia
Signs of an AI bubble abound: Stock valuations have become uncomfortably rich, AI-related debt is ballooning, and a sustainable financial model for the technology has largely yet to emerge. Now Michae...
www.wsj.com
November 4, 2025 at 4:55 PM

Helen Kennedy
‪@helenkennedy.bsky.social‬
The guy who got famous betting against the housing market in 2007 just before that bubble burst - played by Christian Bale jn “The Big Short” - just wagered $1 billion on the collapse of the AI boom.

https://www.wsj.com/livecoverage/stock-market-today-dow-sp-500-nasdaq-11-04-2025/card/michael-burry-is-back-with-two-big-shorts-palantir-and-nvidia-zQA6SOnar36KPg0BtGQS

Michael Burry Returns With Two Big Shorts: Palantir and Nvidia
Signs of an AI bubble abound: Stock valuations have become uncomfortably rich, AI-related debt is ballooning, and a sustainable financial model for the technology has largely yet to emerge. Now Michae...
www.wsj.com
November 4, 2025 at 4:35 PM

'Big Short' investor Michael Burry is betting big against Nvidia and Palantir

Burry, who rose to fame for his bet against the U.S. housing market before the 2008 crash, appears to have made another major prediction

By Alex Daniel
Published 11 hours ago | Updated 7 hours

Michael Burry has disclosed new bets against two of the biggest names in artificial intelligence. … A regulatory filing showed that his hedge fund, Scion Asset Management, has bought put options on Nvidia and Palantir Technologies. Those are contracts that gain value when share prices fall.

Burry rose to fame for his bet against the U.S. housing market before the 2008 crash. He was played by Christian Bale in the resulting movie, "The Big Short," based on Michael Lewis's book.

Debate has intensified in recent weeks over whether the AI rally has become a bubble. Both the S&P 500 and Nasdaq 100 recently hit record highs even as some investors warn that valuations in the sector are too high.
Scion’s filings show it bet about $187 million against Nvidia and roughly $912 million against Palantir. Both new positions were added in the third quarter.

Days before, Burry posted a warning to retail investors on X. He wrote: “Sometimes, we see bubbles. Sometimes, there is something to do about it. Sometimes, the only winning move is not to play.”

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