November 5, 2025
Burry vs the Bots
Michael Burry is back with two bets against Nvidia and Palantir
Big Short vs AI Boom: Bulls call clout-chasing, bears see a bubble, Palantir’s boss says shorts are “crazy”
TLDR: Michael Burry revealed big bets against Nvidia and Palantir, arguing the AI surge looks bubbly. The community erupted: some mocked his “perma-bear” timing, others warned shorting is a clock fight, while Palantir’s CEO called short sellers “crazy”—fueling a fresh round of AI boom vs. bubble drama.
Michael Burry just threw a grenade into the AI party, revealing over $1.1 billion in put options—bets that prices will fall—against Nvidia and Palantir. He teased it with a Christian Bale meme and a cryptic line: “Sometimes, we see bubbles,” then the filings dropped and the market flinched. Nasdaq slid, Palantir sank nearly 8%, Nvidia fell almost 4%, and the comment sections lit up like Times Square.
The crowd split fast. One camp rolled its eyes at celebrity prophecy—“That said I’m not convinced with these famous investors,” sniffed one user, linking prior threads here and here. Another posted the actual SEC filing receipts. The loudest chorus? “Perma-bear” complaints and reminders that Burry once tweeted “Sell,” then later, “I was wrong to say sell.” Others warned that shorting isn’t just about being right—it’s about timing; the clock can eat you alive before the crash arrives.
Then Palantir’s CEO Alex Karp dialed the drama to 11, calling short sellers “crazy,” which triggered a spicy side-thread about Palantir’s early CIA-backed funding and whether the hype matches the profits. Memes flew—Bale in a hoodie, popcorn GIFs, and sarcastic “only winning move is not to play” replies. It’s bulls vs bears, with Burry as the main character and AI stocks as the arena. Pass the popcorn, and maybe a helmet.
Key Points
- •Scion Asset Management disclosed Q3 put options totaling about $187.6 million on Nvidia and $912 million on Palantir.
- •Michael Burry’s X post about bubbles preceded the disclosure by four days.
- •The Nasdaq Composite fell 2.04% and the S&P 500 fell 1.17% on Tuesday amid tech weakness.
- •Palantir beat earnings forecasts but fell 7.95% Tuesday; Nvidia fell 3.96%, yet both remain up year-to-date.
- •CFRA’s Angelo Zino called the pullback overdue and noted Palantir’s strong results but extreme valuation; Palantir CEO Alex Karp criticized short sellers.