Michael Burry Escalates His Public War Against Nvidia

[mendez]

Michael Burry, famed “Big Short” investor, has launched a full-scale campaign against Nvidia, betting more than $1B in put options against the AI giant and Palantir. After Palantir CEO Alex Karp called him “batshit crazy,” Burry doubled down, accusing Nvidia of masking costs and artificially inflating demand across the entire AI ecosystem. With his newly launched “Cassandra Unchained” Substack already surpassing 90,000 subscribers, Burry now has the audience—and freedom—to influence sentiment in real time.

[Nahid Hossen]

Burry doubling down indicates he sees deeper issues in the AI rally.

[Rimon Khan]

This clash could influence broader market sentiment around AI valuations.