Michael Burry said Nvidia made "straw man arguments" in a private memo addressing his critiques. The investor of "The Big Short" fame said he owns bearish put options on Nvidia and Palantir.
Palantir has surged 152% in 12 months, driven by strong AI momentum and robust retail investor support. Despite a high forward P/E of roughly 220, PLTR's 25% pullback presents a compelling long-term AI investment opportunity, with Wedbush endorsing the dip as a buy. PLTR's FQ3 2025 results showed 63% revenue growth and triple-digit EPS expansion, reinforcing bullish sentiment and continued AI-driven demand.
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We're entering a new period in the market. Call it what you want – a paradigm shift or simply shifting investor sentiment – but it's clear that valuations now matter.
‘If I was wrong about Palantir, I would have nothing': Palentir speculators buy corporate swag, post on Reddit and pitch their parents on Alex Karp.
Editor's note: Any and all references to time frames longer than one trading day are for purposes of market context only, and not recommendations of any holding time frame. Daily rebalancing ETFs are not meant to be held unmonitored for long periods.
Palantir has put up remarkable business results, and growth continues to accelerate. But the stock's valuation has reached levels that rarely end well.
Palantir Technologies (NASDAQ: PLTR) has grown into a dominant force in AI-driven data analytics, securing lucrative government contracts and expanding its mission-critical intelligence business.
Palantir's market value has reached $369 billion after an incredible run in the past year, but AppLovin and Shopify could top that figure by 2028. AppLovin has distinguished itself among adtech companies with sophisticated artificial intelligence models for campaign targeting.
Palantir shares have fallen 25% since hitting a record high in early November, due in part to hedge fund manager Michael Burry disclosing a big bet against the stock. CEO Alex Karp recently accused short sellers of market manipulation, arguing it makes no sense to bet against what he sees as America's most important software company.
PLTR's expanded UK alliance with PwC boosts its AI platform's role in national-scale transformation and strengthens its competitive edge.
Palantir Technologies (PLTR) stock has declined by 5.8% in a single day. This recent decline indicates renewed worries regarding Palantir's high valuation and concerns about a potential slowdown in the AI market.