Burry has a point, but I would-To The Moon - Tiger Brokers Online Investing Community - To The Moon

Burry has a point, but I would separate $NVDA from $PLTR.

Nvidia’s valuation looks far easier to grow into. AI demand remains powerful, while NVDA trades around 24x forward earnings. That is not obviously bubble territory if earnings continue compounding strongly.

Palantir is the harder call. Q2 revenue surged 93% YoY and margins expanded impressively, but PLTR still trades around 87x forward earnings and ~65x sales. At that price, excellent execution is already expected.

So I agree more with Burry on PLTR than NVDA. Great company does not automatically mean great stock at any price.

My pick: NVDA can grow into its valuation; PLTR needs near-perfect execution to justify its own. I would not short either aggressively, but PLTR has much less room for disappointment.

Michael Burry Exits December 2026 Puts on Nvidia and Palantir

Michael Burry reshuffled his options portfolio by selling all his December 2026-dated put options on Nvidia Corp and Palantir Technologies. He exited these bearish positions ahead of the December expiry while maintaining longer-dated puts. This move indicates a strategic adjustment in his investment stance on these stocks.

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He exited these bearish positions ahead of the December expiry while maintaining longer-dated puts. This move indicates a strategic adjustment in his investment stance on these stocks."}],"images":[],"coverImages":[],"title":"","html":"<html><head></head><body>Burry has a point, but I would separate $NVDA from $PLTR.\n<p></p>\n<p>Nvidia’s valuation looks far easier to grow into. AI demand remains powerful, while NVDA trades around 24x forward earnings. That is not obviously bubble territory if earnings continue compounding strongly.</p>\n<p>Palantir is the harder call. Q2 revenue surged 93% YoY and margins expanded impressively, but PLTR still trades around 87x forward earnings and ~65x sales. At that price, excellent execution is already expected.</p>\n<p>So I agree more with Burry on PLTR than NVDA. Great company does not automatically mean great stock at any price.</p>\n<p>My pick: NVDA can grow into its valuation; PLTR needs near-perfect execution to justify its own. I would not short either aggressively, but PLTR has much less room for disappointment.</p></body></html>","htmlText":"<html><head></head><body>Burry has a point, but I would separate $NVDA from $PLTR.\n<p></p>\n<p>Nvidia’s valuation looks far easier to grow into. AI demand remains powerful, while NVDA trades around 24x forward earnings. That is not obviously bubble territory if earnings continue compounding strongly.</p>\n<p>Palantir is the harder call. Q2 revenue surged 93% YoY and margins expanded impressively, but PLTR still trades around 87x forward earnings and ~65x sales. At that price, excellent execution is already expected.</p>\n<p>So I agree more with Burry on PLTR than NVDA. Great company does not automatically mean great stock at any price.</p>\n<p>My pick: NVDA can grow into its valuation; PLTR needs near-perfect execution to justify its own. I would not short either aggressively, but PLTR has much less room for disappointment.</p></body></html>","text":"Burry has a point, but I would separate $NVDA from $PLTR. Nvidia’s valuation looks far easier to grow into. AI demand remains powerful, while NVDA trades around 24x forward earnings. That is not obviously bubble territory if earnings continue compounding strongly. Palantir is the harder call. Q2 revenue surged 93% YoY and margins expanded impressively, but PLTR still trades around 87x forward earnings and ~65x sales. At that price, excellent execution is already expected. So I agree more with Burry on PLTR than NVDA. Great company does not automatically mean great stock at any price. My pick: NVDA can grow into its valuation; PLTR needs near-perfect execution to justify its own. I would not short either aggressively, but PLTR has much less room for disappointment.","highlighted":1,"essential":1,"paper":1,"likeSize":2,"commentSize":0,"repostSize":0,"favoriteSize":0,"link":"https://ttm.financial/post/606990836564184","repostId":0,"isVote":1,"tweetType":1,"viewCount":52,"commentLimit":10,"likeStatus":false,"favoriteStatus":false,"reportStatus":false,"symbols":[],"verified":2,"subType":0,"readableState":1,"langContent":"EN","currentLanguage":"EN","warmUpFlag":false,"orderFlag":false,"shareable":true,"causeOfNotShareable":"","featuresForAnalytics":[],"commentAndTweetFlag":false,"andRepostAutoSelectedFlag":false,"upFlag":false,"length":650,"optionInvolvedFlag":false,"subscribersOnly":false,"subscribersOnlyAccessible":false,"xxTargetLangEnum":"ORIG"},"commentList":[],"isCommentEnd":true,"isTiger":false,"isWeiXinMini":false,"url":"/m/post/606990836564184"}