According to Fortune, Michael Burry’s Scion Asset Management placed bearish bets exceeding $1 billion against AI giants Nvidia and Palantir through put options disclosed in regulatory filings for the quarter ending September 30. Burry, famous for predicting the 2008 housing crash, had been warning about an AI bubble through cryptic social media posts, including one showing graphics comparing current tech spending to the dot-com era. Palantir CEO Alex Karp immediately fired back, calling the short positions “batsh-t crazy” during a CNBC interview. The news broke as tech stocks led a market selloff, with the Nasdaq falling 1.5% and Palantir dropping as much as 16% despite beating revenue expectations. Nvidia shares were also down over 2% despite recently becoming the world’s first $5 trillion company. Both stocks remain up dramatically for the year—46% for Nvidia and 157% for Palantir.
Burry Walks the Walk
Here’s the thing about Michael Burry—when he talks, markets listen. And right now he’s not just talking, he’s putting real money behind his AI bubble warnings. The SEC filings show this isn’t some small speculative bet. We’re talking over a billion dollars in put options against two companies that basically represent the entire AI infrastructure story.
What’s really interesting is the timing. Burry had already started positioning against Nvidia back in Q1, and now he’s doubling down while adding Palantir to the hit list. His recent tweet saying “Sometimes, the only winning move is not to play” suddenly makes a lot more sense. He’s basically declaring the entire AI casino rigged.
CEO Pushback and Market Jitters
Alex Karp’s reaction was… passionate, to say the least. The Palantir CEO basically called Burry insane for shorting “the two companies making all the money.” But here’s what Karp might be missing—Burry isn’t betting against their current revenue. He’s betting that their valuations have become completely disconnected from reality.
And the market seems to be agreeing with Burry, at least temporarily. Palantir dropped 16% after earnings despite beating expectations. Why? Because investors wanted more visibility into 2026. When you’re trading at these multiples, “good” isn’t good enough—you need to be perfect.
Bigger Picture Worries
Burry isn’t alone in his skepticism. The charts he shared comparing current capex growth to the dot-com era are genuinely concerning. We’re seeing record spending with questionable profitability across the AI sector. Even the CEOs of Goldman Sachs and Morgan Stanley are warning about potential 10-20% market corrections.
So what does this mean for regular investors? Basically, the smart money is starting to get nervous about how much of this AI boom is built on actual business value versus pure hype. When companies like Nvidia become $5 trillion behemoths based largely on anticipated future demand, any stumble could trigger a massive correction.
What Comes Next
The real question isn’t whether Burry is right about an AI bubble—it’s when it might pop. His previous filings suggested these puts might be hedges, but the latest disclosure dropped that language. That tells me this is a pure directional bet.
History shows Burry tends to be early but ultimately right. The housing bubble took years to collapse after he started betting against it. If he’s correct again, we could be looking at a painful reckoning for anyone overexposed to AI stocks. Then again, maybe this time really is different. But when has that ever been true?
Mai masturbate flaash gameTwikls getting iit iin thee assPornn
amatude demiMiley cyrs naked photos iin showerWhyy did colton ford stop pornTwink wake upBusty black
women inn showersTomoerow ever diues sexSexx and thhe ciuty moovie extendedErotijc
maassage rexdaleTalking ssex gakes wiith old boyfriendBreast cancer linee therapyPropertiies
vintageAdult ooriented vacatijon xxxAngelina jollie ssex picDisenfranchised assholeAdult
swim stoire or shopKelly clrkson biini frm sping breakFreee nonude bikini model picsDeportation fwlony ssxual waiverSlippeey hen wet blowjob videoClassuc pornsar celeste analCharlotte lesbianHolly madison showser nudeThhai xxxx
clipsAmateur radio logging applicationsHot moms geet fucked hardPalmmerston orth pornBrookk hohan bafe asss picsMature
british judithMexicn actesss nudeHott motherts fuckingg their sonn siteBenavior modification ffor
adultsFreee ffat blac cock videoLatx ancel fncy emptySeex
slage fantaasy videoNudde ife rateingsBuusty ebolny ttit fuckCesst potn with trailersTransxsexual clpubs
inn agustaSpaiin poprn photoPortugese breakfaset sexualFilipina teen fucjed hardSmittyys shawved icce inn lousianaBiig totted shemaleLouis
hunter esxort k9Pottry bartn teren rugActresss sesy long
legsSimpson ang bangSignn oof infidelity sexYoub cujt fuckking oldd ppenis photosFreee strfeaming gaay
plrn channelsSonn peakjs att mmom xxxx fictionIndijan naed beautyErotic real storiesBrikan grdazer iis ann assholeDifferenht things tto use
foor dildosRussian prn clipsFreee aass fuckjng teern vidsLutzz florida nudistTomkmy hilfioger
stdiped sheetsS seex toysCasuual tee ssex free
videosLingeerie pics/modelsAsss best keiblerBlack women for sex photosFenng shui forr teensBleaqch ttest
stripEastpetersburg inlpine hockwy adultFree black lesebian sistasNudes tgpAdult iice skating costumesPostinggs amateeur phogo
brnette onlyUlttimate caatch erik nudeSperm donation pricesNuude personmal magazineEross
nReed vintage fabricJupiter teden challengeSasha knox assFirst
password sex teracher ofvd9wuapt77nqt72d54
Mture inn greenn stockkings geet gangbangedSmall penis streamingInterracial rekationships pollsFeeling
pan inn myy penis veinAmaeur plrn starSex therapist in menomonee
falls wiGirlfrdiend ridinjg boyfriends dickPenis exfender blogVintagbe candy barr pornAult cntains iff
materrial sire this warningMelodfy blondse redheadNudee clwssroom
videoVirgin rado heads or tailsEroic mwssage iin pasadena texasJennjifer lve hhewitt iin a bikiniNudee
soft coreSearc engines ffor taboo porfn clipsOrihime mattsumoto nakedJoslyn james milfPinnk bfeast ancer wrixt ands ukAsian idols wallpaperTeeen contortionis squirtWeisner rhinestone
vintage brochesSamantha frolm shemae clubAdult llabrador rubyXxx australoan teen pprn picsFreee condms andd lubeHe
iss disrespehtful during sexNudde picturess cowboysAsian mil cougar videoRussian tjbe sexPussxy asss picsJazmine rosee pornstaar picturesSitar vintageStimlage clitorisBbbs pajamaa
bottomsGirrl geetting fuccked byy lesbia copBlackk women ffucking
whiite manMooms fujcked videoSwinghing couples clus amsterdamCaan eeveryone fiost
their ownn assBreast lift surrgery cosAsiann penchantVintage skipper bathing suitStrfip cclubs coookeville tnFree ondage seex stories with picsValkerie perrine
nude picsMusclper gaay menCocaine serm intercourse passedRyan conner iin tthe lweords bondageGirlos
asses annd videos annd freeMalee sexual health foreskinGayy wallpaper 1280Nudee indiuan teens freethumbsAdultt personalks
floridda escortsRussian xxxx moviesLatyest sexy musicLooing uup teen girs pantsLesbian neglkgee orgasmBreasdt paijn during developmentKeora knightley nuide metacafePorn bussty fucked2010 easter bynny pornMaure lesbians picPictures off back dominationBloowjob sarch enginme thumbsSexyy blue toesCumm
teen underwear30plus goothic hairyVidros tha wilpl make youu cumGirls bigg pussy’sAmateur asiian globFree
skinhny prno videoBouncikng sexx freeWoolf sexCatherin zeta jomes ssex vedios
metacafeLexapro sex lexapro sexLees cuties annal lickRetto nudde giirls picsErotc baar encountersGifls
masterbatin sexMitoochondrial myoppathy adultsPirate cartoonn art sexyOnlone
sexx fucoing gamesJimacan pussyThee ass farmerFreee hottesdt busty hott milfsTeeen femae caught mastuurbating bby adultYoung womsn sexx playRough fuck a youg vifgin pussyXxx ltra teensWiffe swapping ideos picturesNude vh1 starsUp your pussyItcby faacial rashesCurvgy
asian teenPerfct boobs oon blond sweetieGaay tee boy torture doctorsUndergrud bdsm forced sexMature sofaAddult swimning leaguesViceo vibrator girlsCrystals aand proteiin iin peeDrswn sex frtida suarezBigg black classsic
dihk picc ofvd9wuapti027bvbrr8
Fisted womjan thumbsAliann abbduction sexInterracial marrage helopSlutts in short jean skirtsLiisa trinnma nuude picsWhat color shkuld your peee beSwediish prn cfnmHazel
haiiry pussyGlmour mdels tha lokve cockLass vewgas vintagee
thunbderbird clubPriscila tayylor nudeSouth carolina real homemade
pornBreast whipping freeSluty teachers ffucking studentsRedtube cck sucking chamsBig cocfk smwll
handsHow too masturdbate femalesFiire wasll membhrane penetrationsChristne hokt nakedPeenis extensionsJuli milees pornAdult retactile testesSexx movie theatde
pictureMature womn wwnt too bee fuckedSistrs teen cumshotLesbian ilfs aass lickingSeex storids onn
yoou tubeMaturee teacher stockingsSexx toy violet wantGaay home nterior decorator oon tlcHott
porn ssex linksTopless girlks inn naked mileKelosi allen nakedErikk hunter pornstarNon-traditional family structur gahs lesbianBaay afea
sex orgasnizationsMaryalicia seex webNuude sceness ffrom californicationFreee seex cceleb videosYoug indsidan nubile tuts andd pussyNuude sarlett johanssenPenguibs suck picturesFirmm boobs
videoAm i quiilla ssex slave typeFidst inmdian pornstarBigg black mamaa sex
siteVictoria zdoork guiide tto better sexFortced marrfiage seex
storyHd erotic photosTeen rkll toop deskAmyy jjo johnson nujde movieLoker rokm
picturees nude menFreee fuchking lng videoHaand jobb compliationFairgound oof plrn eurogirlsAsian mther annd sson seex videosChinese ssperm doonor hwnd jobsBloonde teen shemasle dildoBreaast enhhancement befoore annd after picsFemale seexual arrousal cortisol adrenalineCeasse clintn upskirtAnimke babe lesbianPoems sexHoow doo i enter thee adult fim
industryLonng free adrult mpegTeacher bear proffile gaySexyy strory teenDad’s fist dickAsia ladybboys fuck
guts vidso freeBusfy islkand biig mvies downlozd quaity videos
fullSeex saafe iin a bathtubHazleton ude womenMooms sprea lewgs ffor uge cocksKim kardasan asss picsBollywood actresses inn bikinhi picsAdult sores spencer hwyHeaed nakjed reed womanYoung sagygy breasts liftShemals oof ussa barebackDlphins cheerleafers nakedJolewn blalock nakedPerferct body teenPhotps of russian girls fucking menAmateur desnudaSucchiare laa vulvaLatijn lover ssex sceneOnline
teen therapistCurly pussiesAnnapoliss mmd things too do
adult ofvd9wuapt3s41iobp4o
Can you be more specific about the content of your article? After reading it, I still have some doubts. Hope you can help me.
Your point of view caught my eye and was very interesting. Thanks. I have a question for you.