“Burry Bets Against NVIDIA & Palantir” - CEO Slams Michael Burry’s AI Bubble Prediction
Valuetainment
Valuetainment Episodes
4.8 • 1.7K Ratings
🗓️ 5 November 2025
⏱️ 19 minutes
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Summary
Patrick Bet-David and the PBD Podcast crew react to Michael Burry’s latest short against Nvidia and Palantir. They break down his warnings, Palantir’s fiery response, and what sky-high P/E ratios say about an overheated AI market. Is Burry calling the next Big Short moment?
Transcript
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| 0:00.0 | I'm going to go to the story. |
| 0:01.4 | Michael Burry, who we know at the end of the movie Big Short, |
| 0:06.1 | he says water is what I'm going to be going into. |
| 0:09.7 | Right? |
| 0:10.0 | I don't know, Rob, if you have the clip at the end of Big Short. |
| 0:12.7 | If you type in Big Short, End of Big Short movie Water on Twitter, it should come up. |
| 0:18.2 | However, all of a sudden, quietly, he comes out and he announces |
| 0:23.9 | something and he pisses off Palantir. How dare you, Michael Burry, say such a thing. |
| 0:31.4 | Burry reveals Nvidia and Palantir puts after bubble warning. What? You mean to tell me, NVIDIA, $5 trillion company is not going |
| 0:40.2 | to be a $10 trillion company in the next couple weeks, Michael? Michael says no. All right, so let's read |
| 0:45.7 | this. Michael Burries, Sion, asset management disclosed, bearish wagers on Nvidia and Palantir |
| 0:52.4 | technologies just days after hedge fund manager posted |
| 0:55.1 | a cryptic warning to retail investors about market exuberance. |
| 1:00.0 | Rob, I think you have this up there. |
| 1:02.4 | So I have two clips that Brandon sent from Alex Carp. |
| 1:05.3 | Can you start off with the first one of showing what he shorted? |
| 1:08.4 | Why don't you show what Michael Burry put up that he's shorting? You know which one I'm talking about, Brandon? Yeah. It's a second one where he's talking about the shorting, right? Yeah, both of him he's complaining about the shorting yet. It doesn't matter which one. No, what I'm trying to say is there is actually a tweet from Michael Burry, which prompted all of this, |
| 1:28.8 | we have to start there first, |
| 1:30.1 | saying this is what he's going to be doing. |
| 1:32.4 | And it's freaked a lot of people out. |
| 1:34.3 | He puts a chart showing the fact that they're going to be doing, |
| 1:38.7 | I don't know if he found it or not. |
... |
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