Betting Against the AI Bubble

[bonk]

Burry’s exit comes amid what he calls an “AI-bubble dynamic”.

His early 13F filings reveal long-dated put options through 2026–2027

Targeting tech stocks like Palantir ($PLTR)

Signaling a potential multi-year correction driven by overextended liquidity and investor euphoria

As one observer put it:

“The man who shorted the world is staring at a market that refuses to bleed… he’s tired.”

[Abdul Khan]

Calling an AI bubble takes courage — but some valuations really do feel stretched.

[Nahid Hossen]

AI is transformative, but investor hype can outpace real adoption. Smart skepticism matters.

[JanEmil]

Few years to early. Big boys ready to lose more before it go down. Much more.