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.

This guy is causing trouble for many people. Zero credibility

I see Burry’s move as risk management, not a change of conviction. Closing the December puts reduces time-decay risk, while his longer-dated puts and short positions show he still has concerns about AI valuations. I remain bullish on AI, PLTR and NVDA, but I understand the valuation risk. Strong growth must continue to catch up with expectations, especially at such high multiples. Personally, I will not change my holdings just because Burry moved. I prefer to follow earnings, growth and guidance, while using pullbacks to accumulate gradually. I will stay patient and let the numbers, rather than headlines, guide my decisions. Even the best investors can be early, so I prefer to make my own plan and trade it. Consistency over noise. 🐯 @

Burry closing his NVDA and PLTR puts doesn’t convince me that the AI bubble thesis is dead. It actually highlights the biggest risk in this trade: timing. The AI fundamentals are still powerful. NVDA’s data-center growth and PLTR’s extraordinary revenue and margin expansion show that this isn’t simply another story stock. But great businesses can still become bad investments when expectations move faster than earnings. That’s why I see Burry’s move as risk management rather than surrender. Short-dated puts need a catalyst, while extreme valuations need near-perfect execution. If AI spending remains strong, bears can bleed slowly through time decay. If growth eventually disappoints, however, the downside could be brutal. For me, the smarter question isn’t “Is Burry right?” It’s whether fut