Nvidia’s market cap is now larger than the GDP of India + Pakistan + Bangladesh + Sri Lanka combined.
Michael Burry just placed a bearish bet against AI giants like Nvidia and Palantir.
Why should you care?
Because when this man bets, billionaires get nervous.
Here’s the story of Michael Burry, Wall Street’s most dangerous contrarian
In 2007, Michael Burry shorted the U.S. housing market.
Everyone laughed.
Wall Street dismissed him.
Then, the housing bubble exploded, taking down Lehman, Bear Stearns, and nearly the global economy.
Burry walked away with $100 million in personal profit.
And made another $700 million for his investors.
That story was so unbelievable, they made a movie on it: The Big Short.
Bookmark and retweet this thread to revisit it later
Michael Burry just placed a bearish bet against AI giants like Nvidia and Palantir.
Why should you care?
Because when this man bets, billionaires get nervous.
Here’s the story of Michael Burry, Wall Street’s most dangerous contrarian
In 2007, Michael Burry shorted the U.S. housing market.
Everyone laughed.
Wall Street dismissed him.
Then, the housing bubble exploded, taking down Lehman, Bear Stearns, and nearly the global economy.
Burry walked away with $100 million in personal profit.
And made another $700 million for his investors.
That story was so unbelievable, they made a movie on it: The Big Short.
Bookmark and retweet this thread to revisit it later
But who is Michael Burry?
An unlikely genius.
● Trained as a medical doctor
● Diagnosed with Asperger’s syndrome
● Lost an eye to childhood cancer
● Self-taught investor by night
He ran a blog while still a neurologist.
One day, he posted deep value stock picks.
Soon, hedge fund legends started emailing him.
He quit medicine, started Scion Capital in 2000 with $1 million, and beat the S&P every single year till 2008.
An unlikely genius.
● Trained as a medical doctor
● Diagnosed with Asperger’s syndrome
● Lost an eye to childhood cancer
● Self-taught investor by night
He ran a blog while still a neurologist.
One day, he posted deep value stock picks.
Soon, hedge fund legends started emailing him.
He quit medicine, started Scion Capital in 2000 with $1 million, and beat the S&P every single year till 2008.
But what made Burry different wasn’t just numbers. It was conviction.
In 2005, he started analyzing mortgage-backed securities.
What he found shocked him: billions in subprime loans, packaged and sold as safe.
He begged Wall Street to let him bet against them.
They laughed.
He bought credit default swaps—insurance against those loans.
When the housing collapse came, he became a legend.
In 2005, he started analyzing mortgage-backed securities.
What he found shocked him: billions in subprime loans, packaged and sold as safe.
He begged Wall Street to let him bet against them.
They laughed.
He bought credit default swaps—insurance against those loans.
When the housing collapse came, he became a legend.
Fast forward to today.
Burry has turned his attention to the AI mania.
In Q2 2023, he went short on the S&P 500 and Nasdaq with $1.6 billion in put options.
But in 2024, he shifted bullish and bought positions in:
● JD. com
● Alibaba
● HCA Healthcare
● Warner Bros Discovery
Then, in a surprise move in 2025, he flipped again—this time placing bearish bets on Nvidia and Palantir.
Burry has turned his attention to the AI mania.
In Q2 2023, he went short on the S&P 500 and Nasdaq with $1.6 billion in put options.
But in 2024, he shifted bullish and bought positions in:
● JD. com
● Alibaba
● HCA Healthcare
● Warner Bros Discovery
Then, in a surprise move in 2025, he flipped again—this time placing bearish bets on Nvidia and Palantir.
Why Nvidia and Palantir?
Because they’re AI poster boys.
Nvidia’s valuation has exploded—crossing $2.5 trillion.
Palantir is now trading like a tech darling, with government contracts and AI models hyped by the media.
But Burry sees something else.
Just like in 2007, he thinks this growth is based more on narrative than fundamentals.
Nvidia trades at a PE of 60+
Palantir is priced for perfection, despite slowing revenue growth.
Burry’s warning: When everyone is on one side of the boat, it only takes a ripple to tip it over.
Because they’re AI poster boys.
Nvidia’s valuation has exploded—crossing $2.5 trillion.
Palantir is now trading like a tech darling, with government contracts and AI models hyped by the media.
But Burry sees something else.
Just like in 2007, he thinks this growth is based more on narrative than fundamentals.
Nvidia trades at a PE of 60+
Palantir is priced for perfection, despite slowing revenue growth.
Burry’s warning: When everyone is on one side of the boat, it only takes a ripple to tip it over.
A few things make this move scarier:
● AI stocks dominate major indices—if they fall, everything falls
● Retail investors have piled into tech ETFs heavily
● Everyone from fund managers to your local chaiwala is talking about Nvidia
This is exactly the kind of setup Burry has bet against before.
And he’s usually early… but rarely wrong.
● AI stocks dominate major indices—if they fall, everything falls
● Retail investors have piled into tech ETFs heavily
● Everyone from fund managers to your local chaiwala is talking about Nvidia
This is exactly the kind of setup Burry has bet against before.
And he’s usually early… but rarely wrong.
Here’s a quick look at Burry’s greatest hits:
● Shorted housing in 2007 — netted $700M+
● Bought GameStop in 2019 — before the meme frenzy
● Predicted inflation and Fed pivot in 2021 — positioned for it ahead
● Now, he’s calling a potential correction in AI-led tech
Ignore him at your own risk.
● Shorted housing in 2007 — netted $700M+
● Bought GameStop in 2019 — before the meme frenzy
● Predicted inflation and Fed pivot in 2021 — positioned for it ahead
● Now, he’s calling a potential correction in AI-led tech
Ignore him at your own risk.
The man who predicted the last crash…
Is now betting on the next.
Will he be right again?
Time will tell.
But if you’re holding tech-heavy portfolios, this is your warning bell.
Zoom out.
Diversify.
And remember
Every bull run ends exactly when it feels safest.
Is now betting on the next.
Will he be right again?
Time will tell.
But if you’re holding tech-heavy portfolios, this is your warning bell.
Zoom out.
Diversify.
And remember
Every bull run ends exactly when it feels safest.
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