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09-09
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Palantir and Nebius Team Up — Bad News for Michael Burry's Short Bets on Both Stocks
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Nebius climbed 7.73% to close at $243.88 on Tuesday, while Palantir slipped about 2.31% to $170.30, according to Benzinga Pro data</p><h2 id=\"id_2733906788\" style=\"text-align: start;\">Burry’s Bearish PLTR, NBIS Positions </h2><p style=\"text-align: start;\">Burry has held out-of-the-money Palantir puts, arguing the stock’s roughly $420 billion valuation and 137-plus trailing P/E already price in near-perfect execution indefinitely. </p><p style=\"text-align: start;\">He disclosed a fresh Nebius short in early August, part of a broader bearish basket that also includes Nvidia, Micron, Oracle and Caterpillar, built on the thesis that neocloud operators like Nebius understate GPU depreciation.</p><p style=\"text-align: start;\">His thesis has already looked shaky: Nebius gained nearly 10% in August alone after posting 454% year-over-year revenue growth and a $3 billion annualized run rate, while Palantir jumped over 5% in August on a ninth straight EPS beat. </p><h2 id=\"id_1709500693\" style=\"text-align: start;\">The Bottom Line</h2><p style=\"text-align: start;\">Tuesday’s partnership news — which deepens Nebius’s enterprise reach through Palantir’s customer base and reinforces Palantir’s sovereign-AI positioning — gives both companies fresh bullish narratives just as Burry’s short book has grown. </p><p>Investors will be watching whether Burry indicates any change in his positioning.</p></body></html>","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>Palantir and Nebius Team Up — Bad News for Michael Burry's Short Bets on Both Stocks</title>\n<style type=\"text/css\">\na,abbr,acronym,address,applet,article,aside,audio,b,big,blockquote,body,canvas,caption,center,cite,code,dd,del,details,dfn,div,dl,dt,\nem,embed,fieldset,figcaption,figure,footer,form,h1,h2,h3,h4,h5,h6,header,hgroup,html,i,iframe,img,ins,kbd,label,legend,li,mark,menu,nav,\nobject,ol,output,p,pre,q,ruby,s,samp,section,small,span,strike,strong,sub,summary,sup,table,tbody,td,tfoot,th,thead,time,tr,tt,u,ul,var,video{ font:inherit;margin:0;padding:0;vertical-align:baseline;border:0 }\nbody{ font-size:16px; line-height:1.5; color:#999; background:transparent; }\n.wrapper{ overflow:hidden;word-break:break-all;padding:10px; }\nh1,h2{ font-weight:normal; 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overflow: hidden}\n.head .h-thumb { width: 30px; height: 30px; margin: 0; padding: 0; border-radius: 50%; float: left;}\n.head .h-content { margin: 0; padding: 0 0 0 9px; float: left;}\n.head .h-name {font-size: 13px; color: #eee; margin: 0;}\n.head .h-time {font-size: 11px; color: #7E829C; margin: 0;line-height: 11px;}\n.small {font-size: 12.5px; display: inline-block; transform: scale(0.9); -webkit-transform: scale(0.9); transform-origin: left; -webkit-transform-origin: left;}\n.smaller {font-size: 12.5px; display: inline-block; transform: scale(0.8); -webkit-transform: scale(0.8); transform-origin: left; -webkit-transform-origin: left;}\n.bt-text {font-size: 12px;margin: 1.5em 0 0 0}\n.bt-text p {margin: 0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\nPalantir and Nebius Team Up — Bad News for Michael Burry's Short Bets on Both Stocks\n</h2>\n\n<h4 class=\"meta\">\n\n\n<div class=\"head\" \">\n\n\n<div class=\"h-thumb\" style=\"background-image:url(https://static.tigerbbs.com/d08bf7808052c0ca9deb4e944cae32aa);background-size:cover;\"></div>\n\n<div class=\"h-content\">\n<p class=\"h-name\">Benzinga Earnings </p>\n<p class=\"h-time\">2026-09-09 11:30</p>\n</div>\n\n</div>\n\n\n</h4>\n\n</header>\n<article>\n<html><head></head><body><p><a href=\"https://laohu8.com/S/PLTR\">Palantir Technologies</a> (NASDAQ:PLTR) and <a href=\"https://laohu8.com/S/NBIS\">Nebius Group</a> (NASDAQ:NBIS) unveiled a strategic partnership on Tuesday, naming Nebius as Palantir’s preferred sovereign AI infrastructure partner. </p><p style=\"text-align: start;\">The announcement lands awkwardly for Michael Burry who has disclosed bearish bets against both companies.</p><p style=\"text-align: start;\">Under the deal, Nebius’s AI-native compute and inference infrastructure will eventually sit inside Palantir’s enterprise security perimeter, letting eligible Palantir customers deploy and fine-tune open models on Nebius hardware while retaining control of their own data and models. </p><p>The companies also plan to accelerate new compute capacity through modular data-center deployments at sites with available power.</p><p style=\"text-align: start;\">“Nebius’ compute infrastructure powers your ability to run your own AI models under conditions you control,” Palantir CEO Alex Karp said in the announcement. </p><p>Nebius CEO Arkady Volozh added that the tie-up lets clients “run their optimized open models on trusted infrastructure.”</p><p>Shares moved in opposite directions on the news. Nebius climbed 7.73% to close at $243.88 on Tuesday, while Palantir slipped about 2.31% to $170.30, according to Benzinga Pro data</p><h2 id=\"id_2733906788\" style=\"text-align: start;\">Burry’s Bearish PLTR, NBIS Positions </h2><p style=\"text-align: start;\">Burry has held out-of-the-money Palantir puts, arguing the stock’s roughly $420 billion valuation and 137-plus trailing P/E already price in near-perfect execution indefinitely. </p><p style=\"text-align: start;\">He disclosed a fresh Nebius short in early August, part of a broader bearish basket that also includes Nvidia, Micron, Oracle and Caterpillar, built on the thesis that neocloud operators like Nebius understate GPU depreciation.</p><p style=\"text-align: start;\">His thesis has already looked shaky: Nebius gained nearly 10% in August alone after posting 454% year-over-year revenue growth and a $3 billion annualized run rate, while Palantir jumped over 5% in August on a ninth straight EPS beat. </p><h2 id=\"id_1709500693\" style=\"text-align: start;\">The Bottom Line</h2><p style=\"text-align: start;\">Tuesday’s partnership news — which deepens Nebius’s enterprise reach through Palantir’s customer base and reinforces Palantir’s sovereign-AI positioning — gives both companies fresh bullish narratives just as Burry’s short book has grown. </p><p>Investors will be watching whether Burry indicates any change in his positioning.</p></body></html>\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"PLTZ":"2倍做空PLTR ETF-Defiance","PLTR":"Palantir Technologies Inc.","NBIG":"Leverage Shares 2X Long NBIS Daily ETF","PLTI":"REX PLTR Growth & Income ETF","PLTA":"ProShares Ultra PLTR ETF","NBIL":"GraniteShares 2x Long NBIS Daily ETF","PLYY":"GraniteShares YieldBOOST PLTR ETF","PLTD":"1倍做空PLTR ETF-Direxion","NBIZ":"Tradr 2X Short NBIS Daily ETF","PLTG":"2倍做多PLTR ETF-Leverage Shares","NBIS":"NEBIUS","PTIR":"2倍做多PLTR ETF-GraniteShares","PLTL":"2倍做多PLTR ETF-Corgi","PLOO":"2倍上限加速PLTR ETF-Leverage Shares","PLTU":"2倍做多PLTR ETF-Direxion","PLTW":"PLTR周配息ETF-Roundhill","NEBX":"2倍做多NBIS ETF-Tradr","PLTY":"PLTR期权收益策略ETF-YieldMax","NBIC":"Corgi NBIS 2x Daily ETF"},"source_url":"","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1131337150","content_text":"Palantir Technologies (NASDAQ:PLTR) and Nebius Group (NASDAQ:NBIS) unveiled a strategic partnership on Tuesday, naming Nebius as Palantir’s preferred sovereign AI infrastructure partner. The announcement lands awkwardly for Michael Burry who has disclosed bearish bets against both companies.Under the deal, Nebius’s AI-native compute and inference infrastructure will eventually sit inside Palantir’s enterprise security perimeter, letting eligible Palantir customers deploy and fine-tune open models on Nebius hardware while retaining control of their own data and models. The companies also plan to accelerate new compute capacity through modular data-center deployments at sites with available power.“Nebius’ compute infrastructure powers your ability to run your own AI models under conditions you control,” Palantir CEO Alex Karp said in the announcement. Nebius CEO Arkady Volozh added that the tie-up lets clients “run their optimized open models on trusted infrastructure.”Shares moved in opposite directions on the news. Nebius climbed 7.73% to close at $243.88 on Tuesday, while Palantir slipped about 2.31% to $170.30, according to Benzinga Pro dataBurry’s Bearish PLTR, NBIS Positions Burry has held out-of-the-money Palantir puts, arguing the stock’s roughly $420 billion valuation and 137-plus trailing P/E already price in near-perfect execution indefinitely. He disclosed a fresh Nebius short in early August, part of a broader bearish basket that also includes Nvidia, Micron, Oracle and Caterpillar, built on the thesis that neocloud operators like Nebius understate GPU depreciation.His thesis has already looked shaky: Nebius gained nearly 10% in August alone after posting 454% year-over-year revenue growth and a $3 billion annualized run rate, while Palantir jumped over 5% in August on a ninth straight EPS beat. The Bottom LineTuesday’s partnership news — which deepens Nebius’s enterprise reach through Palantir’s customer base and reinforces Palantir’s sovereign-AI positioning — gives both companies fresh bullish narratives just as Burry’s short book has grown. Investors will be watching whether Burry indicates any change in his positioning.","news_type":1,"symbols_score_info":{"PLTR":2,"NBIG":0.6,"NEBX":0.6,"PLTY":0.6,"PLOO":0.6,"PLTL":0.6,"PLYY":0.6,"PLTG":0.6,"PLTA":0.6,"PLTD":0.6,"PLTW":0.6,"NBIS":2,"NBIC":0.6,"PLTI":0.6,"NBIL":0.6,"PLTU":0.6,"PLTZ":0.6,"PTIR":0.6,"NBIZ":0.6}},"isVote":1,"tweetType":1,"viewCount":106,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0}],"hots":[{"id":605750568034792,"gmtCreate":1788925302720,"gmtModify":1788929031588,"author":{"id":"4218776179678032","authorId":"4218776179678032","name":"MetaLim","avatar":"https://community-static.tradeup.com/news/default-avatar.jpg","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"4218776179678032","idStr":"4218776179678032"},"themes":[],"title":"","htmlText":"Squeeze","listText":"Squeeze","text":"Squeeze","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/605750568034792","repostId":"1131337150","repostType":2,"repost":{"id":"1131337150","kind":"news","weMediaInfo":{"introduction":"Stock Market Quotes, Business News, Financial News, Trading Ideas, and Stock Research by Professionals","home_visible":0,"media_name":"Benzinga Earnings","id":"1052270027","head_image":"https://static.tigerbbs.com/d08bf7808052c0ca9deb4e944cae32aa"},"pubTimestamp":1788924600,"share":"https://ttm.financial/m/news/1131337150?lang=en_US&edition=fundamental","pubTime":"2026-09-09 11:30","market":"us","language":"en","title":"Palantir and Nebius Team Up — Bad News for Michael Burry's Short Bets on Both Stocks","url":"https://stock-news.laohu8.com/highlight/detail?id=1131337150","media":"Benzinga Earnings","summary":"$Palantir Technologies(PLTR)$ (NASDAQ:PLTR) and $Nebius Group(NBIS)$ (NASDAQ:NBIS) unveiled a strategic partnership on Tuesday, naming Nebius as Palantir’s preferred sovereign AI infrastructure...","content":"<html><head></head><body><p><a href=\"https://laohu8.com/S/PLTR\">Palantir Technologies</a> (NASDAQ:PLTR) and <a href=\"https://laohu8.com/S/NBIS\">Nebius Group</a> (NASDAQ:NBIS) unveiled a strategic partnership on Tuesday, naming Nebius as Palantir’s preferred sovereign AI infrastructure partner. </p><p style=\"text-align: start;\">The announcement lands awkwardly for Michael Burry who has disclosed bearish bets against both companies.</p><p style=\"text-align: start;\">Under the deal, Nebius’s AI-native compute and inference infrastructure will eventually sit inside Palantir’s enterprise security perimeter, letting eligible Palantir customers deploy and fine-tune open models on Nebius hardware while retaining control of their own data and models. </p><p>The companies also plan to accelerate new compute capacity through modular data-center deployments at sites with available power.</p><p style=\"text-align: start;\">“Nebius’ compute infrastructure powers your ability to run your own AI models under conditions you control,” Palantir CEO Alex Karp said in the announcement. </p><p>Nebius CEO Arkady Volozh added that the tie-up lets clients “run their optimized open models on trusted infrastructure.”</p><p>Shares moved in opposite directions on the news. Nebius climbed 7.73% to close at $243.88 on Tuesday, while Palantir slipped about 2.31% to $170.30, according to Benzinga Pro data</p><h2 id=\"id_2733906788\" style=\"text-align: start;\">Burry’s Bearish PLTR, NBIS Positions </h2><p style=\"text-align: start;\">Burry has held out-of-the-money Palantir puts, arguing the stock’s roughly $420 billion valuation and 137-plus trailing P/E already price in near-perfect execution indefinitely. </p><p style=\"text-align: start;\">He disclosed a fresh Nebius short in early August, part of a broader bearish basket that also includes Nvidia, Micron, Oracle and Caterpillar, built on the thesis that neocloud operators like Nebius understate GPU depreciation.</p><p style=\"text-align: start;\">His thesis has already looked shaky: Nebius gained nearly 10% in August alone after posting 454% year-over-year revenue growth and a $3 billion annualized run rate, while Palantir jumped over 5% in August on a ninth straight EPS beat. </p><h2 id=\"id_1709500693\" style=\"text-align: start;\">The Bottom Line</h2><p style=\"text-align: start;\">Tuesday’s partnership news — which deepens Nebius’s enterprise reach through Palantir’s customer base and reinforces Palantir’s sovereign-AI positioning — gives both companies fresh bullish narratives just as Burry’s short book has grown. </p><p>Investors will be watching whether Burry indicates any change in his positioning.</p></body></html>","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; 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overflow: hidden}\n.head .h-thumb { width: 30px; height: 30px; margin: 0; padding: 0; border-radius: 50%; float: left;}\n.head .h-content { margin: 0; padding: 0 0 0 9px; float: left;}\n.head .h-name {font-size: 13px; color: #eee; margin: 0;}\n.head .h-time {font-size: 11px; color: #7E829C; margin: 0;line-height: 11px;}\n.small {font-size: 12.5px; display: inline-block; transform: scale(0.9); -webkit-transform: scale(0.9); transform-origin: left; -webkit-transform-origin: left;}\n.smaller {font-size: 12.5px; display: inline-block; transform: scale(0.8); -webkit-transform: scale(0.8); transform-origin: left; -webkit-transform-origin: left;}\n.bt-text {font-size: 12px;margin: 1.5em 0 0 0}\n.bt-text p {margin: 0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\nPalantir and Nebius Team Up — Bad News for Michael Burry's Short Bets on Both Stocks\n</h2>\n\n<h4 class=\"meta\">\n\n\n<div class=\"head\" \">\n\n\n<div class=\"h-thumb\" style=\"background-image:url(https://static.tigerbbs.com/d08bf7808052c0ca9deb4e944cae32aa);background-size:cover;\"></div>\n\n<div class=\"h-content\">\n<p class=\"h-name\">Benzinga Earnings </p>\n<p class=\"h-time\">2026-09-09 11:30</p>\n</div>\n\n</div>\n\n\n</h4>\n\n</header>\n<article>\n<html><head></head><body><p><a href=\"https://laohu8.com/S/PLTR\">Palantir Technologies</a> (NASDAQ:PLTR) and <a href=\"https://laohu8.com/S/NBIS\">Nebius Group</a> (NASDAQ:NBIS) unveiled a strategic partnership on Tuesday, naming Nebius as Palantir’s preferred sovereign AI infrastructure partner. </p><p style=\"text-align: start;\">The announcement lands awkwardly for Michael Burry who has disclosed bearish bets against both companies.</p><p style=\"text-align: start;\">Under the deal, Nebius’s AI-native compute and inference infrastructure will eventually sit inside Palantir’s enterprise security perimeter, letting eligible Palantir customers deploy and fine-tune open models on Nebius hardware while retaining control of their own data and models. </p><p>The companies also plan to accelerate new compute capacity through modular data-center deployments at sites with available power.</p><p style=\"text-align: start;\">“Nebius’ compute infrastructure powers your ability to run your own AI models under conditions you control,” Palantir CEO Alex Karp said in the announcement. </p><p>Nebius CEO Arkady Volozh added that the tie-up lets clients “run their optimized open models on trusted infrastructure.”</p><p>Shares moved in opposite directions on the news. Nebius climbed 7.73% to close at $243.88 on Tuesday, while Palantir slipped about 2.31% to $170.30, according to Benzinga Pro data</p><h2 id=\"id_2733906788\" style=\"text-align: start;\">Burry’s Bearish PLTR, NBIS Positions </h2><p style=\"text-align: start;\">Burry has held out-of-the-money Palantir puts, arguing the stock’s roughly $420 billion valuation and 137-plus trailing P/E already price in near-perfect execution indefinitely. </p><p style=\"text-align: start;\">He disclosed a fresh Nebius short in early August, part of a broader bearish basket that also includes Nvidia, Micron, Oracle and Caterpillar, built on the thesis that neocloud operators like Nebius understate GPU depreciation.</p><p style=\"text-align: start;\">His thesis has already looked shaky: Nebius gained nearly 10% in August alone after posting 454% year-over-year revenue growth and a $3 billion annualized run rate, while Palantir jumped over 5% in August on a ninth straight EPS beat. </p><h2 id=\"id_1709500693\" style=\"text-align: start;\">The Bottom Line</h2><p style=\"text-align: start;\">Tuesday’s partnership news — which deepens Nebius’s enterprise reach through Palantir’s customer base and reinforces Palantir’s sovereign-AI positioning — gives both companies fresh bullish narratives just as Burry’s short book has grown. </p><p>Investors will be watching whether Burry indicates any change in his positioning.</p></body></html>\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"PLTZ":"2倍做空PLTR ETF-Defiance","PLTR":"Palantir Technologies Inc.","NBIG":"Leverage Shares 2X Long NBIS Daily ETF","PLTI":"REX PLTR Growth & Income ETF","PLTA":"ProShares Ultra PLTR ETF","NBIL":"GraniteShares 2x Long NBIS Daily ETF","PLYY":"GraniteShares YieldBOOST PLTR ETF","PLTD":"1倍做空PLTR ETF-Direxion","NBIZ":"Tradr 2X Short NBIS Daily ETF","PLTG":"2倍做多PLTR ETF-Leverage Shares","NBIS":"NEBIUS","PTIR":"2倍做多PLTR ETF-GraniteShares","PLTL":"2倍做多PLTR ETF-Corgi","PLOO":"2倍上限加速PLTR ETF-Leverage Shares","PLTU":"2倍做多PLTR ETF-Direxion","PLTW":"PLTR周配息ETF-Roundhill","NEBX":"2倍做多NBIS ETF-Tradr","PLTY":"PLTR期权收益策略ETF-YieldMax","NBIC":"Corgi NBIS 2x Daily ETF"},"source_url":"","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1131337150","content_text":"Palantir Technologies (NASDAQ:PLTR) and Nebius Group (NASDAQ:NBIS) unveiled a strategic partnership on Tuesday, naming Nebius as Palantir’s preferred sovereign AI infrastructure partner. The announcement lands awkwardly for Michael Burry who has disclosed bearish bets against both companies.Under the deal, Nebius’s AI-native compute and inference infrastructure will eventually sit inside Palantir’s enterprise security perimeter, letting eligible Palantir customers deploy and fine-tune open models on Nebius hardware while retaining control of their own data and models. The companies also plan to accelerate new compute capacity through modular data-center deployments at sites with available power.“Nebius’ compute infrastructure powers your ability to run your own AI models under conditions you control,” Palantir CEO Alex Karp said in the announcement. Nebius CEO Arkady Volozh added that the tie-up lets clients “run their optimized open models on trusted infrastructure.”Shares moved in opposite directions on the news. Nebius climbed 7.73% to close at $243.88 on Tuesday, while Palantir slipped about 2.31% to $170.30, according to Benzinga Pro dataBurry’s Bearish PLTR, NBIS Positions Burry has held out-of-the-money Palantir puts, arguing the stock’s roughly $420 billion valuation and 137-plus trailing P/E already price in near-perfect execution indefinitely. He disclosed a fresh Nebius short in early August, part of a broader bearish basket that also includes Nvidia, Micron, Oracle and Caterpillar, built on the thesis that neocloud operators like Nebius understate GPU depreciation.His thesis has already looked shaky: Nebius gained nearly 10% in August alone after posting 454% year-over-year revenue growth and a $3 billion annualized run rate, while Palantir jumped over 5% in August on a ninth straight EPS beat. The Bottom LineTuesday’s partnership news — which deepens Nebius’s enterprise reach through Palantir’s customer base and reinforces Palantir’s sovereign-AI positioning — gives both companies fresh bullish narratives just as Burry’s short book has grown. Investors will be watching whether Burry indicates any change in his positioning.","news_type":1,"symbols_score_info":{"PLTR":2,"NBIG":0.6,"NEBX":0.6,"PLTY":0.6,"PLOO":0.6,"PLTL":0.6,"PLYY":0.6,"PLTG":0.6,"PLTA":0.6,"PLTD":0.6,"PLTW":0.6,"NBIS":2,"NBIC":0.6,"PLTI":0.6,"NBIL":0.6,"PLTU":0.6,"PLTZ":0.6,"PTIR":0.6,"NBIZ":0.6}},"isVote":1,"tweetType":1,"viewCount":106,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0}],"lives":[]}
