Burry Bets $1.1B Against Nvidia, Palantir in AI Bubble Call

Published NOV 5 2025

story

Above: Michael Burry attends the "The Big Short" premiere on Nov. 23, 2015. Image credit: Jim Spellman/WireImage

The Spin

Narrative A

Burry's massive bet against Nvidia and Palantir is misguided market manipulation targeting two companies delivering exceptional results. These firms are leading the AI revolution and generating massive profits, making short positions against them irrational. The attack on successful AI businesses represents egregious behavior from someone who can't recognize genuine innovation.

New York Post CNBC

Narrative B

Burry's bearish positions against AI darlings reflect legitimate concerns about dangerous market bubbles fueled by speculation and circular financing. The AI boom mirrors previous bubbles,with excessive capital spending, inflated valuations and interconnected deals that artificially prop up prices. Smart money recognizes the warning signs of another devastating crash waiting to happen.

Breitbart Business Insider

Michael Burry on X