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?

avatarFTGR
11-30
$Palantir Technologies Inc.(PLTR)$  will buy some if price drop a lot..
Cassandra Unchained It could be bubble exist in some companies (only). Some winners  take all . Losers represent bubbles. At this  moment .... Open Ai, $Palantir Technologies Inc.(PLTR)$   in long term $谷歌(GOOG)$   is good  $英偉達(NVDA)$  good in long term . Flutuation until we understand how strong Google is  Michael Burry has effectively shut down his hedge fund, Scion Asset Management, by deregistering it with the SEC on November 10, 2025, and plans to return capital to investors by year-end. This follows his bearish bets against AI stocks like Nvidia and Palantir, which clashed wit
avatarkoolgal
11-27

The AI Gold Rush vs The Big Short : Which Side Are You On?

🌟🌟🌟The market is currently a battlefield between 2 powerful emotional forces : the exhilarating optimism of the AI revolution and the chilling cautionary tales of market bubbles. Investors are forced to choose: Do you ride the soaring tide of innovation with $NVIDIA(NVDA)$  and $Palantir Technologies Inc.(PLTR)$  or listen to the stark warnings of skeptics like Big Short investor Michael Burry?  There is no middle ground, only conviction and risk.  Which side are you on in this high stakes emotional drama?  The side of the boundless AI future or the side of historical correction?  The Heartbreak of Overvaluation?&n
The AI Gold Rush vs The Big Short : Which Side Are You On?
avatarShyon
11-27
From my perspective, Michael Burry raises valid concerns, but I don't fully subscribe to his extremely bearish stance. Yes, the AI sector has seen massive capital inflows, and valuations—especially for names like Nvidia $NVIDIA(NVDA)$   and Palantir $Palantir Technologies Inc.(PLTR)$  —have expanded much faster than near-term earnings. But unlike the dot-com era, today's AI adoption is already generating real enterprise demand, not just speculative hype. That makes the current cycle fundamentally stronger, even if sentiment sometimes gets ahead of itself. At the same time, I acknowledge that parts of the AI market are clearly pri

Strong Free Cash Flow To Support Palantir Rebound Though Valuation Concerns Linger!

Whether $Palantir Technologies Inc.(PLTR)$ bounces from its current range or heads to new lows depends on a mix of its fundamentals, investor sentiment, and broader market conditions — especially how people are thinking about AI right now. In this article, I would like to walk through both the bull and bear cases, then my view and some scenarios to watch. What’s Going On with Palantir Right Now Strengths / Bull Case Very Strong Growth Palantir’s Q3 2025 revenue came in at $1.18B, up 63% YoY. Adjusted operating margin is very high (reported ~51%) per Fintool. It is generating strong free cash flow. Its "Rule of 40" (growth + profitability) is very favorable. Enterprise AI Demand The U.S. commercial business is accelerating: in Q3, U.S. commercial r
Strong Free Cash Flow To Support Palantir Rebound Though Valuation Concerns Linger!
$Palantir Technologies Inc.(PLTR)$  no where to go and fall omg
avatarzhingle
11-25
$Palantir Technologies Inc.(PLTR)$   🎭 Big Short on War vs. Palantir Rebound: Which Side Are You On? Michael Burry is back — not with a hedge fund, but with a paid Substack manifesto telling the world that AI is the next dot-com bubble. He’s short “war stocks,” skeptical of AI profits, and openly bearish on Nvidia and Palantir — two names that have become the poster children of this AI cycle. So… Is Burry right, or is this just classic Burry contrarian theatre? 🎬🧐 Let’s break it down below 👇 ⸻ 🧨 1. Burry’s Case: “AI = Dot-Com 2.0” Burry’s argument is basically: (1) Exponential hype ≠ exponential profits Investors are projecting infinite future earnings based on early breakthroughs. This happened in 1999 too — adoption is fast, monetizat
avatarKSG
11-22
$Palantir Technologies Inc.(PLTR)$   Palantir just did that Palantir thing—rip to records, then a sudden air-pocket lower. Now everyone’s staring at the $160s like it’s an unclaimed parking spot. Does the chart really want to “fill the gap”? After sprinting to an all-time high just above $207 on Nov. 3, Palantir (PLTR) slipped hard in the sessions that followed. The first big crack came the very next day, when shares fell ~8% despite blowout results and raised guidance. Since then, the stock has chopped lower in bursts, with this week’s ~7% slide knocking it back toward the high-$160s. Even after the skid, PLTR remains more than double its level from January.  Why the whiplash? Ironically, the drop landed
$Palantir Technologies Inc.(PLTR)$  wolves coming  $Palantir (PLTR.US)$ if you haven't followed me. pls read my analysis. the script repeats year after year. people fall for it everyt time. 

Palantir’s Trend Breaks Down: Can Bulls Defend the Last Stronghold at $160?

$Palantir Technologies Inc.(PLTR)$ A Technical Breakdown, Sentiment Shift, and Buy-the-Dip Strategy Palantir investors are no strangers to volatility, but yesterday’s 7% reversal sent a very different message. PLTR didn’t just pull back—it lost the $170 level decisively, breaking below a key psychological and technical support zone that had held firm for months. The sudden move has reignited a familiar concern among traders: Is Palantir about to fill the earnings gap? And if so, where does the decline end? The stock now sits at a fragile inflection point. Momentum traders have flipped bearish, institutions are watching the volume shelves closely, and retail is torn between “buy the dip” and “is this the top?” At the center of this debate lies one
Palantir’s Trend Breaks Down: Can Bulls Defend the Last Stronghold at $160?
avatarShyon
11-17
$Palantir Technologies Inc.(PLTR)$   When I see Palantir dropping 7% and heading toward that $160 gap, I don't panic — I actually view it as a healthy reset. Gap fills are common after strong earnings rallies, and Palantir has always been a stock that moves in sharp waves rather than smooth trends. So a pullback into the previous gap doesn't change my long-term conviction. If the price really dips to around $160, I would see that level as a logical technical support and a place where I'd seriously consider adding. It's where sentiment often resets, and historically Palantir tends to attract strong buying interest after overreactions. For me, that area offers a better risk-reward than chasing strength. But I don'
Palantir!! $Palantir Technologies Inc.(PLTR)$  [Miser]  [Miser]  [Miser]  
avatarLcxss
11-16
Love the way this is looking
avatarkoolgal
11-16

Will Palantir Fill the Gap at USD 160?

🌟🌟🌟The phrase "fill the gap" refers to when a stock price moves back to a level it suddenly skipped over.   If $Palantir Technologies Inc.(PLTR)$  declines to USD 160 it would represent a significant downturn from its last trading price of USD 174.01. What Caused Palantir's Recent Decline?  Michael Burry of Big Short Fame recently disclosed Bearish bet against Palantir which contributed to the stock's recent decline.  In addition to that, there were broader concerns about its high valuation and overall Bearish sentiment in the tech sector.  This decline occurred despite Palantir's strong Q3 25 earnings report.  What To Consider : Despite Bearish sentiments, some analysts like W
Will Palantir Fill the Gap at USD 160?
avatarWeChats
11-16
$Palantir Technologies Inc.(PLTR)$   🔥 Palantir’s Pullback Isn’t a Breakdown — It’s a Launchpad. Is $160 the Golden Reload Zone? $PLTR Palantir dropped 7% yesterday, sliding toward the $160s — and instantly the doomers came out calling the rally over. But if you look closely, this wasn’t a trend failure. It was a classic Palantir shakeout — the kind it uses to trap the weak hands before ripping again. Zoom out. PLTR has been one of the strongest trending AI names in the entire market. Every aggressive push higher has been followed by: A fast flush A gap fill A violent rebound This stock likes to clear leverage before moving to its next target. And right now, the chart is setting up the exact same pattern again.
avatarIsleigh
11-15

🔥 Palantir’s $160 Question: Dip of the Month or Danger Zone?

$Palantir Technologies Inc.(PLTR)$   Palantir's 7% tumble didn't happen in isolation. It was the perfect storm of rate-cut fears, stretched valuations, and momentum traders taking quick profits after last week's Nvidia-led AI rally. But the chart is now screaming one thing: 👉 $160 is the gap-fill magnet. Here's why this level matters: 1️⃣ The last earnings gap sits exactly at $160 PLTR's explosive post-earnings breakout left an untouched liquidity pocket between $159–$162. Stocks LOVE filling gaps. PLTR is no exception - it's done so almost every earnings cycle. 2️⃣ Options flow is clustering at $160–$165 Big-money hedges have shifted downwards, suggesting market makers expect a test of that zone before sta
🔥 Palantir’s $160 Question: Dip of the Month or Danger Zone?
avatarMrzorro
11-11
Palantir's 9% Jump Boosts Appeal of Call Options as Bulls Pile In $Palantir Technologies Inc.(PLTR)$  's 9% jump is boosting demand for call options that could pay off should the stock rally gains more steam.  Palantir shares climbed above $194 Monday, rebounding from an 11% slump last week, their worst performance since the five days ended April 4. That was the same week when President Donald Trump announced "Liberation Day," unleashing a slew of tariffs on U.S.'s trading partners and fueling a stock market sell-off.   The gains came after hedge fund manager Michael Burry, famous for his "Big Short" during the housing bubble over a decade ago, hinted that he may no longer be short Palantir shares
avatarBarcode
11-10
$Palantir Technologies Inc.(PLTR)$ $NVIDIA(NVDA)$ $SUPER MICRO COMPUTER INC(SMCI)$ 🔥🚀📉 $PLTR Momentum Craters To 1! Bears Gain Control As Volatility Explodes! 💥⚡📊 I’m watching $PLTR’s momentum collapse to 1, its weakest reading since August, signalling exhaustion after months of AI-fuelled euphoria. The valuation wall is real, and sentiment is cracking as traders shift from FOMO to defence. 💰 77.6M shares traded Friday; an insane liquidity surge confirming institutions are repositioning fast. With negative gamma exposure, one wrong move could ignite a volatility chain reaction. 📉 The option score also tanked to 1, showing big money hedging hard into an elevated I