I’m still bullish, but I think

I’m still bullish, but I think the key is earnings growth catching up with valuation. 👀
Burry may be right that PLTR and NVDA are priced for near-perfect execution, but skepticism alone doesn’t make the AI thesis wrong. Nvidia is still benefiting from massive AI infrastructure demand, while Palantir is showing strong commercial AI adoption.
For me, the real warning sign would be AI spending slowing while valuations stay elevated. Until that happens, I’d rather own the leaders with real revenue growth than bet against the entire AI cycle. 📈🤖

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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