a “total reset” after one meeting in Switzerland. That’s all it takes, right? A quick sit-down and suddenly decades of complex U.S.-China relations are magically smoothed over. “Much agreed to,” he says—no details, no explanations, just big, shiny words and lots of enthusiasm. Classic. It’s almost impressive how every meeting he has somehow turns into the greatest breakthrough in history. 

One analyst article will only lift the stock temporarily. Global uncertainties will drag down the market for the next few months. 

He is playing poker with the rest of the world. Who is calling his bluff? China didn't. 

Burry’s short positions on PLTR and NVDA (via put options) were established sometime last quarter, based on his latest 13F filing as of September 30, 2025.  Depending on when he entered those trades, they’re likely deep underwater now, especially with both stocks up 10-15% since the end of Q3, not to mention theta decay eating away at the options’ value.   Burry’s made plenty of short bets in the past, but many haven’t played out in his favor. You be the judge.

CoreWeave literally just said in their Q3 2025 earnings call (Nov 10) that they’re recontracting older GPUs like A100s for new inference workloads. In plain English - the “old” hardware is still making money. So if Burry’s out there saying hyperscalers are understating depreciation, he probably hasn’t read that call yet. The stuff he thinks is “depreciating” is actually getting rented out again. He should be panicking for the opposite reason , these assets are lasting longer than anyone expected.