Link to scroll to top of page

Bubble Watch: PLTR, NVDA, and the Return of Burry

Palantir plunges 13% post-earnings as Michael Burry bets against AI giants Nvidia and Palantir, reviving “AI bubble” fears.

Sectors & Industries

Table of Contents

Palantir’s 13% post-earnings drop was enough to reignite “AI bubble” talk across financial media — and this time, it wasn’t just headlines. Michael Burry, famous for calling the 2008 housing collapse, made a notable move: he added put positions against Palantir and Nvidia, two of the most durable names in the AI ecosystem.

When Burry steps in to bet against the leaders — not the laggards — it raises a real question:

Are we seeing the first cracks in the AI trade — or just a shakeout before another leg up?

Join LevelFields now to be the first to know about events that affect stock prices and uncover unique investment opportunities. Choose from events, view price reactions, and set event alerts with our AI-powered platform. Don't miss out on daily opportunities from 6,300 companies monitored 24/7. Act on facts, not opinions, and let LevelFields help you become a better trader.

Find Better Investments 1800x Faster

AI scans for events proven to impact stock prices, so you don't have to.

LEARN MORE

Free Trial: Signup for 1 Free Alert Per Week

Add your email to get alerts & the report.

Get 1 free alert per week via email

Upgrade if you want more or platform access

We'll also send you a free report

or Click Here to get full access now

By clicking “Accept All Cookies”, you agree to the storing of cookies on your device to enhance site navigation, analyze site usage, and assist in our marketing efforts. View our Privacy Policy for more information.