💥🧠📊 $PLTR CEO Alex Karp isn’t mincing words.
Reacting to Michael Burry’s short position, Karp called it “bat sh*t crazy”, pointing out the irony:
“The two companies he’s shorting are the ones actually making all the money. The idea that chips and ontology are what you want to short is super weird.”
That comment cuts deeper than it sounds.
First, this is a clash between cycle thinking vs structural thinking.
Burry’s framework has always been about excesses, reversals, and valuation mean reversion. Karp’s argument is the opposite: AI isn’t a trade — it’s an infrastructure build-out that’s already monetizing. Chips and data systems aren’t the froth, they’re the toll booths.
Second, Karp’s mention of ontology matters.
Palantir isn’t selling “AI hype.” It’s selling a system that turns messy, real-world data into actionable decisions. In an AI-driven economy, that layer sits directly between data and outcomes — which is why governments, defense, and large enterprises keep paying for it.
Third, this is about who captures cash flow in the AI stack.
Chips ($NVDA, $AMD), platforms, and decision systems like $PLTR are where pricing power concentrates when AI moves from experimentation to deployment. Shorting that layer is effectively betting that AI demand stalls — a bold assumption in the current environment.
The market takeaway isn’t about personalities.
It’s about this question:
👉 As AI shifts from narrative to revenue, do you fade valuation concerns — or do you fade the companies already converting AI into cash?
That tension is exactly where the next big moves tend to form.
🔔Ongoing coverage focuses on AI infrastructure, institutional positioning, and companies where narrative is catching up to cash flow.
$PLTR #Palantir #AI #MichaelBurry #AlexKarp #StockMarket #Investing #BigData
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