Burry re-established his bearish position with March 2027 $100 puts on Palantir, trading at $175, implying a 99%-plus collapse.
Palantir's Q2 numbers undercut Burry's thesis, with revenue up 93%, U.S. commercial sales up 149%, and $1.22 billion in free cash flow.
For Burry to win, Palantir's government moat, commercial growth, and cash generation would all need to simultaneously collapse, but the data does not show that happening.
Don't wait: the ***** yst who called NVIDIA in 2010 just revealed his top 10 AI stocks. See the full list FREE now.
The stock market has never had trouble producing extreme opinions, particularly when investors are trying to put a value on companies at the center of a technological revolution. Artificial intelligence has made that problem even harder. Some investors see a once-in-a-generation transformation that will create enormous pools of profits. Others see a speculative cycle in which today's growth rates eventually collide with tomorrow's valuation reality.
#collapse #generation
Palantir's Q2 numbers undercut Burry's thesis, with revenue up 93%, U.S. commercial sales up 149%, and $1.22 billion in free cash flow.
For Burry to win, Palantir's government moat, commercial growth, and cash generation would all need to simultaneously collapse, but the data does not show that happening.
Don't wait: the ***** yst who called NVIDIA in 2010 just revealed his top 10 AI stocks. See the full list FREE now.
The stock market has never had trouble producing extreme opinions, particularly when investors are trying to put a value on companies at the center of a technological revolution. Artificial intelligence has made that problem even harder. Some investors see a once-in-a-generation transformation that will create enormous pools of profits. Others see a speculative cycle in which today's growth rates eventually collide with tomorrow's valuation reality.
#collapse #generation
1 day ago
