@Shyon：
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. 🐯 @
