Michael Burry Is Back with Two Bets Against Nvidia and Palantir
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skeptical
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mixed
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Michael Burry has made bets against Nvidia and Palantir, sparking discussion among HN users about the implications and credibility of his investment decisions, with some questioning the significance of his actions.
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- 01Story posted
Nov 5, 2025 at 9:38 AM EST
22 days ago
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Nov 5, 2025 at 10:04 AM EST
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Nov 5, 2025 at 10:28 PM EST
21 days ago
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That said I'm not convinced with these famous investors. I worry the big short kind of broke his brain, he's obsessed with these landfall cases now and I'm not sure they're really going to pan out. His last big one was water and I can't imagine he's doing much better than just farmers renting the land he owns.
Actually turning a bubble into money is another question entirely, however, especially since he himself popularized shouting the emperor has no clothes at every turn. When the market will believe someone is a different story.
With Burry I think the redeeming part is that he is mostly, AFAIK, running his own capital since that time so there's no point criticizing him for his weird picks.
Paulson spent the last decade burning investor capital using the reputation, good for him I guess.
Eisman didn't do so well the last decade either, but at least his Youtube / podcast is light years ahead of the garbage that rich VCs are doing in terms of education.
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