What are Michael Burry's recent investment bets?

Michael Burry recently held bearish put options on Nvidia and Palantir, betting against their stock performance.

Why is Michael Burry skeptical of AI stocks?

Burry believes there is a dangerous bubble in AI stocks and questions the long-term sustainability of their growth.

How did Nvidia stock react to Burry's bets?

Nvidia's stock experienced significant volatility, including a notable decline after a strong earnings report, coinciding with Burry's public skepticism.

Home / Business and Economy / AI Bubble Fears: Burry Takes Aim at Nvidia

AI Bubble Fears: Burry Takes Aim at Nvidia

22 Nov, 2025

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Summary

Michael Burry made significant bets against Nvidia and Palantir.
His bearish stance coincided with a market downturn and stock drops.
Burry's skepticism contrasts with the dominant AI investment narrative.

AI Bubble Fears: Burry Takes Aim at Nvidia

Michael Burry, the investor renowned for predicting the 2008 financial crisis, has again become a focal point in market discussions due to his bets against prominent AI companies like Nvidia and Palantir. Operating under the pseudonym "Cassandra" on X, Burry voiced concerns about an AI stock bubble shortly after rejoining the platform in late October. His firm, Scion Asset Management, disclosed its holdings of bearish put options on Nvidia and Palantir, collectively valued at $1.1 billion at the end of September. This move has drawn both criticism and support from market observers, with some dismissing his stance and others defending his contrarian approach.