Valuetainment “Burry Bets Against NVIDIA & Palantir” - CEO Slams Michael Burry’s AI Bubble Prediction
Nov 5, 2025
Michael Burry's bearish bets on Nvidia and Palantir spark intense debate, with Palantir's CEO delivering a fiery defense. The discussion dives into sky-high P/E ratios, signaling concerns over an overheated AI market. Historical comparisons to past extreme valuations raise questions about a potential market correction. The panel analyzes the euphoria index, warning of signs pointing to excessive optimism. There's also a practical pivot to planning for the future amidst market uncertainties.
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Burry's Short Positions Command Attention
- Michael Burry disclosed bearish wagers on NVIDIA and Palantir and warned retail investors about market exuberance.
- His past success on the housing bubble makes investors pay close attention to this new short position.
Palantir CEO Pushes Back Loudly
- Alex Karp angrily responded to Burry, calling shorting Palantir 'motivating' because shorts keep getting 'screwed' by Palantir's results.
- Karp framed Palantir as a noble, mission-driven company supporting warfighters and criticized picking on them.
P/E Ratios Signal Potential Overexuberance
- Panelists highlighted absurdly high P/E ratios for Palantir (hundreds) and compared them to dangerous health metaphors.
- The point: sky-high P/Es signal possible overexuberance even if the company is operationally strong.
