Big Short on War vs. Palantir Rebound: Which Side Are You On?
After shutting down his hedge fund, Michael Burry has launched a paid Substack newsletter where he details his increasingly pessimistic view of artificial intelligence.
Burry argues that, much like the dot-com bubble, investors are extrapolating exponential growth & overlooking profitability concerns. He remains openly bearish on key AI momentum names such as Nvidia and Palantir.
Are Nvidia and Palantir overvalued relative to their long-term earnings potential?
Is the current AI boom comparable to the dot-com bubble—or fundamentally different?
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Comments
Well done that is the most impressive return I have ever seen , unless someone has better.
Well done great investing, how long for this return ??
PLTR