Michael Burry is getting more bearish on Nvidia, Palantir and Micron: here's why

Impact · against what's priced in

Michael Burry's shift to long-dated puts suggests a multi-year bet on valuation compression across AI leaders, though much of the risk is already reflected in current pricing. For NVDA and MU, the market is already skeptical of long-term bull cases, while PLTR's valuation leaves virtually no margin for anything less than perfect execution.

MU−0.20: Challenges what's priced in
The price assumes

Michael Burry is getting more bearish on Nvidia, Palantir and Micron: here's why

What matters in this story

Broadcom's AI Revenue Is Growing at 221%. Here's Why Custom Chips Could Be a Bigger Business Than GPUs.

Michael Burry is getting more bearish on Nvidia, Palantir and Micron: here's why

What matters in this story

Broadcom's AI Revenue Is Growing at 221%. Here's Why Custom Chips Could Be a Bigger Business Than GPUs.

How each ticker is affected

Track these names every morning.

$1,000 invested in Nvidia stock at start of each year of AI boom is now worth

How AI Is Changing The Growth Outlook Across Industries

Three Stocks Are Now 21% of the S&P 500, the Most Ever

Record Earnings Drive Lumentum Shares to New Highs

Michael Burry is getting more bearish on Nvidia, Palantir and Micron: here's why

What matters in this story

Next reads from the same story arc

Broadcom's AI Revenue Is Growing at 221%. Here's Why Custom Chips Could Be a Bigger Business Than GPUs.

Michael Burry is getting more bearish on Nvidia, Palantir and Micron: here's why

What matters in this story

Next reads from the same story arc

Broadcom's AI Revenue Is Growing at 221%. Here's Why Custom Chips Could Be a Bigger Business Than GPUs.

How each ticker is affected

Track these names every morning.

$1,000 invested in Nvidia stock at start of each year of AI boom is now worth

How AI Is Changing The Growth Outlook Across Industries

Three Stocks Are Now 21% of the S&P 500, the Most Ever

Record Earnings Drive Lumentum Shares to New Highs