1. La magnitud de la apuesta contra los gigantes de la IA.
Michael Burry, a través de Scion Asset Management, ha revelado posiciones cortas masivas valoradas en aproximadamente 1.1 mil millones de dólares contra Palantir y Nvidia.
- The big short returns michael burry is betting against the ai boom, loading 66 of scion into palantir puts and 14 into nvidia puts.
- Michael burry, known for his 1b bets against palantir nvidia, is reportedly closing his hedge fund. He claims market fundamentals are divorced from stock prices, blaming the ai bubble.
- Michael burry reveals 1.1b put-option short on nvidia and palantir, triggering sharp drops in ai stocks and broader market.
2. Argumentos sobre la burbuja y la competencia de Anthropic.
El inversor sostiene que las valoraciones actuales son insostenibles y que empresas como Anthropic están desplazando a Palantir en el sector empresarial.
- Michael burry warns the ai boom could burst within two years, arguing many hyped firms like palantir are mostly consulting with unjustified valuations.
- Palantir stock sinks 8 after michael burry says anthropic is eating its enterprise lunch the big short investor used spending data to argue palantir is a low-margin consulting business, not an ai company.
- Michael burry, famed for predicting the subprime crash, now wagers palantir will tumble 73 by buying 50,00 put options.
3. Reacción hostil de la directiva de Palantir.
Alex Karp, CEO de Palantir, ha respondido agresivamente a las posiciones de Burry, calificando la estrategia de apostar contra la infraestructura de IA como una decisión irracional.
- Palantir ceo alex karp ranted against short-sellers, calling out specifically michael burry after a filing revealed the investor of the big short fame had bets against the ai software company.
- The idea that chips and ontology is what you want to short is batsht crazy. - alex karp - palantir ceo in response to famed investor michael burrys high-profile short positions.
- Palantir ceo now alleges illegal short selling in pltr stock palantir ceo alex karp alleges illegal short selling is taking place in pltr stock.
4. Impacto en el mercado y el respaldo político de Donald Trump.
A pesar de las caídas iniciales provocadas por las revelaciones de Burry, la intervención pública de Donald Trump ha servido como un contrapeso temporal para la cotización de Palantir.
- Palantir shares slide after michael burry reveals bet against stock summarize star hedge fund manager discloses 912mn bearish wager.
- Trump is defending palantir technologies ptlr after big short investor michael burry blasted the company for losing its software edge earlier this week.
- Michael burry is sticking with his bearish wager against palantir technologies, even after a public endorsement from president donald trump helped lift the stock.
5. Cierre de Scion Asset Management y proyecciones a largo plazo.
Burry ha anunciado el cierre de su fondo tras estas apuestas, manteniendo su convicción de que el mercado se encuentra en una fase de irracionalidad similar a la crisis de 2008.
- Big short michael burry has officially de-registered his fund, scion asset management. He had announced previous short positions in palantir and nvidia.
- Michael burry, who predicted the subprime crash, now bets on an ai collapse. He bought 50,00 palantir puts at 1.84 each, targeting a 73 drop.
- Michael burry compares openai to netscape right before collapse big short investor michael burry said that openai is destined to end up like web browser company netscape.