Michael Burry is going all in on shorting the bubble
byu/Quixotus inwallstreetbets
Michael Burry goes short on $PLTR and $NVDA in his latest 13F filing.
Scion Capital just bought put options on 1M Nvidia shares and 5M Palantir shares.
Pure bubble shorting, he’s going after the next 2008.
$PLTR "investors" are absolutely COOKed ☠️
I don't think many understand how absurd this 137x p/s figure is on $PLTR…
Let's say you own a business, call it an HVAC business. You do $1,000,000 in sales a year and someone comes and says they are willing to pay $137,000,000 for… pic.twitter.com/czzFM5v79T
— I Sell Options Guy (@RentYourStocks) November 3, 2025
But also $PLTR Insiders continue to offload heavily https://t.co/ilJrmJXK5l pic.twitter.com/sUVSvqYN2Z
— The Long Investor (@TheLongInvest) November 4, 2025
‘Big Short’ trader makes $1 billion bet against AI boom…
A US investor depicted in the film The Big Short has placed a significant bet against artificial intelligence (AI).
Michael Burry, who bet on a US housing market crash in the run-up to the 2007 crisis, has wagered $1.1bn (£840m) on falls in shares of chip-maker Nvidia and software company Palantir.
The moves will intensify concerns about a possible bubble in AI stocks, following a surge in values driven by hopes of huge future earnings from the sector.
Last week Mr Burry returned to X for the first time since April 2023 to post warnings about a bubble. On Thursday, he posted a picture of Christian Bale playing him in The Big Short and wrote:
Sometimes, we see bubbles.
Sometimes, there is something to do about it.
Sometimes, the only winning move is not to play. pic.twitter.com/xNBSvjGgvs— Cassandra Unchained (@michaeljburry) October 31, 2025