Burry Targets AI Stocks, Criticizes Nvidia, Palantir
Update: 2025-12-01
Description
Michael Burry, known for his successful bet against the housing market, is now targeting AI stocks, particularly Nvidia and Palantir. Hes made significant investments against these companies, suggesting he believes the current AI stock rally is unsustainable. Burry argues that AI hardware quickly becomes obsolete, leading to inflated profit margins. He also alleges that Nvidias stock compensation has cost shareholders billions. Looking ahead, Burry suggests other tech giants may be overstating their earnings due to unrecognized capital decay and circular financing.
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