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Michael Burry making AI crowd angry
Posted on 11/4/25 at 10:26 am
Posted on 11/4/25 at 10:26 am
He’s taking a bearish position against NVIDIA and Palantir and upsetting folks:
CNBC
But also CNBC today:
Karp’s over the top reaction caught my attention almost as much as Burry’s position.
The guy who was so spectacularly, specifically right while everyone else was so spectacularly, obliviously wrong last time might not be right again, but it would be wise to pay attention when we have another market based on expectations of increased valuations.
CNBC
quote:
Palantir CEO Alex Karp ranted against short sellers, calling out specifically Michael Burry after a filing revealed the investor of “The Big Short” fame had bets against the artificial intelligence software company, as well as Nvidia, at the end of the last quarter.
“The two companies he’s shorting are the ones making all the money, which is super weird,” Karp told CNBC’s “Squawk Box” on Tuesday. “The idea that chips and ontology is what you want to short is bats--- crazy.”
“He’s actually putting a short on AI. ... It was us and Nvidia,” Karp added.
But also CNBC today:
quote:
Palantir, which was up 150% this year, trades at more than 200 times forward earnings, so investors in that name and the other AI stocks expect the companies to keep ratcheting up their profit and revenue guidance by a large magnitudes in order to justify continuing to buy the shares. Palantir’s current P/E heading into Tuesday’s trading was approaching 700.
Oracle, which sports a current P/E of 60 and forward P/E of 35, shed 2%, chipping away at its 50% gain this year. Chipmaker AMD, which has more than doubled this year and has a current P/E of 149, lost more than 1%. Other AI stocks such as Nvidia
and Amazon pulled back as well.
AI stock gains have driven the S&P 500's forward price-earnings ratio to above 23, near the highest levels since 2000, per FactSet.
Karp’s over the top reaction caught my attention almost as much as Burry’s position.
The guy who was so spectacularly, specifically right while everyone else was so spectacularly, obliviously wrong last time might not be right again, but it would be wise to pay attention when we have another market based on expectations of increased valuations.
14
Posted on 11/4/25 at 10:27 am to TerryDawg03
There is a money board for this stuff.
Dude has been wrong more that right, of course sometimes you just have to be right once.
Dude has been wrong more that right, of course sometimes you just have to be right once.
Posted on 11/4/25 at 10:44 am to DarthRebel
Fair enough. I requested it be moved.
We’ll bring it up in Poliboard when the bailout requests start.
We’ll bring it up in Poliboard when the bailout requests start.
This post was edited on 11/4/25 at 10:45 am
Posted on 11/4/25 at 11:01 am to DarthRebel
quote:
There is a money board for this stuff.
True. But, it's fine here far as I'm concerned.
Posted on 11/4/25 at 11:03 am to TerryDawg03
He has called 50 out of the last 2 major stock crashes.
Posted on 11/4/25 at 11:06 am to TerryDawg03
I despise how they're robbing Tolkien names for their modern weapons and spycraft tech.
"Palantir" and "Anduril" and such.... JRRT would not approve.
Still accurate though, nonetheless. The many Palantir were used by the Mordor and Isengard network to communicate evil plans across distance which almost led to the fall of the world of men. And if not for The Flame of the West, Aragorn could not have commanded the Dead Men of Dunharrow to fight the forces of Mordor on the fields of The Anduin.
I love Tolkien lore. I hate that we're co-opting it.
"Palantir" and "Anduril" and such.... JRRT would not approve.
Still accurate though, nonetheless. The many Palantir were used by the Mordor and Isengard network to communicate evil plans across distance which almost led to the fall of the world of men. And if not for The Flame of the West, Aragorn could not have commanded the Dead Men of Dunharrow to fight the forces of Mordor on the fields of The Anduin.
I love Tolkien lore. I hate that we're co-opting it.
Posted on 11/4/25 at 11:51 am to TerryDawg03
The insanity of a trader looking for shorts at all time highs!
Posted on 11/4/25 at 11:57 am to TerryDawg03
quote:Shorting AI at this stage is a fool's errand.
The guy who was so spectacularly, specifically right while everyone else was so spectacularly, obliviously wrong last time might not be right again
Posted on 11/4/25 at 12:03 pm to TerryDawg03
quote:
The guy who was so spectacularly, specifically right while everyone else was so spectacularly, obliviously wrong last time
There's been a few "last times" that Burry was spectacularly wrong on since 2008.
Posted on 11/4/25 at 12:05 pm to NC_Tigah
quote:
Shorting AI at this stage is a fool's errand.
It's not quite like that one guy who always shorted Tesla, but it's getting there.
There is some bubble involved in AI for sure, but that's with any new tech and investment avenue. I think the issue is going to be that AI ends up dominated by the big guys, specifically Google and Microsoft.
The 8000 ton elephant in the room is the Elon OpenAI lawsuit. If Elon wins, that fricks up OpenAI entirely and Microsoft a great deal long-term. MSFT's investment in OpenAI is going to pay handsomely long-term if OpenAI remains a for-profit endeavor.
Posted on 11/4/25 at 12:06 pm to TerryDawg03
He took a short position. Not "he's taking". The SEC filings are 45 days old meaning he's down since taking the shot positions
Posted on 11/4/25 at 12:29 pm to Man4others
Burry is viewing the global, macro weaknesses …. IMO
The reaction is human nature. Don’t believe me? …. try rolling into a Vegas craps table and betting the Don’t Pass line for a few sessions.
The reaction is human nature. Don’t believe me? …. try rolling into a Vegas craps table and betting the Don’t Pass line for a few sessions.
This post was edited on 11/4/25 at 12:31 pm
Posted on 11/4/25 at 1:07 pm to TerryDawg03
I’m not buying PLTR and NVDA having issues. They’ll both survive simply based on demand. The companies that probably have the most exposure are OpenAI and those companies doing large deals with OpenAI. OpenAI is writing a lot of future checks with no revenue to back it up yet.
This post was edited on 11/4/25 at 1:08 pm
Posted on 11/4/25 at 8:03 pm to Free888
quote:*Bloomberg
I’m not buying PLTR and NVDA having issues. They’ll both survive simply based on demand. The companies that probably have the most exposure are OpenAI and those companies doing large deals with OpenAI. OpenAI is writing a lot of future checks with no revenue to back it up yet.
They’re all in bed together and valuations are based on incestuous cash flows being realized before they materialize. There’s a lot of speculation on anticipatory cash flows.
Posted on 11/5/25 at 12:38 am to TerryDawg03
The ones that could really blow up are the OpenAI deals with AMD and Oracle.
Posted on 11/5/25 at 12:43 am to Man4others
I would take a short position on chips because the market will be over saturated with them in 36 months as more and more come on line and flood the market.
Posted on 11/5/25 at 12:46 am to TerryDawg03
Physics vs. hype. That’s Burry‘a play. Can’t get the energy to meet the AI hype and overvaluation fast enough.
Posted on 11/5/25 at 2:08 am to TerryDawg03
Burry works for Blackrock. He's just used to set up a narrative.
Posted on 11/5/25 at 3:00 am to TerryDawg03
Never take all your money out, you’ll be fine.
Posted on 11/5/25 at 4:46 am to TerryDawg03
quote:I used to be a follower until I realized that he has only been right one time in his career. He was incredibly right, but he has only done it once.
Michael Burry
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