I think situation is slightly

mark2012

I think situation is slightly different from 2008. Subprime mortgages were always going to fail, when you loan money to everybody and anybody and to people who can't pay.

Ai companies who are returning real financial returns.

The real value is real savings for company profits.

I think it's just market jitters. Money printing is the real problem.

Mister Market, Please pay my dividends in gold thanks

Michael Burry Challenges the AI Trade with Big Short Bets on Nvidia and Palantir

Disclaimer: Investing carries risk. This is not financial advice. The above content should not be regarded as an offer, recommendation, or solicitation on acquiring or disposing of any financial products, any associated discussions, comments, or posts by author or other users should not be considered as such either. It is solely for general information purpose only, which does not consider your own investment objectives, financial situations or needs. TTM assumes no responsibility or warranty for the accuracy and completeness of the information, investors should do their own research and may seek professional advice before investing.

Comments

We need your insight to fill this gap

Leave a comment

{"i18n":{"language":"en_US"},"detailType":1,"isChannel":false,"data":{"magic":2,"id":496635679617368,"tweetId":"496635679617368","gmtCreate":1762271453975,"gmtModify":1762272221411,"author":{"id":4217445003125362,"idStr":"4217445003125362","authorId":4217445003125362,"authorIdStr":"4217445003125362","name":"mark2012","avatar":"https://community-static.tradeup.com/news/default-avatar.jpg","vip":1,"userType":1,"introduction":"","boolIsFan":false,"boolIsHead":false,"crmLevel":12,"crmLevelSwitch":0,"currentWearingBadge":{"badgeId":"a83d7582f45846ffbccbce770ce65d84-1","templateUuid":"a83d7582f45846ffbccbce770ce65d84","name":"Real Trader","description":"Completed a transaction","bigImgUrl":"https://static.tigerbbs.com/2e08a1cc2087a1de93402c2c290fa65b","smallImgUrl":"https://static.tigerbbs.com/4504a6397ce1137932d56e5f4ce27166","grayImgUrl":"https://static.tigerbbs.com/4b22c79415b4cd6e3d8ebc4a0fa32604","redirectLinkEnabled":0,"hasAllocated":1,"isWearing":1,"stampPosition":0,"hasStamp":0,"allocationCount":1,"allocatedDate":"2025.08.16","individualDisplayEnabled":0},"individualDisplayBadges":[],"fanSize":5,"starInvestorFlag":false},"themes":[],"images":[],"coverImages":[],"title":"","html":"<html><head></head><body>I think situation is slightly different from 2008. Subprime mortgages were always going to fail, when you loan money to everybody and anybody and to people who can't pay.\nVs\n&nbsp;Ai companies who are returning real financial returns.\n \n&nbsp;The real&nbsp;value is real savings for company&nbsp; profits.\nI think it's just market jitters. Money printing&nbsp; is the real problem.\nMister Market,&nbsp;Please pay my dividends in gold thanks</body></html>","htmlText":"<html><head></head><body>I think situation is slightly different from 2008. Subprime mortgages were always going to fail, when you loan money to everybody and anybody and to people who can't pay.\nVs\n&nbsp;Ai companies who are returning real financial returns.\n \n&nbsp;The real&nbsp;value is real savings for company&nbsp; profits.\nI think it's just market jitters. Money printing&nbsp; is the real problem.\nMister Market,&nbsp;Please pay my dividends in gold thanks</body></html>","text":"I think situation is slightly different from 2008. Subprime mortgages were always going to fail, when you loan money to everybody and anybody and to people who can't pay. Vs Ai companies who are returning real financial returns. The real value is real savings for company profits. I think it's just market jitters. Money printing is the real problem. Mister Market, Please pay my dividends in gold thanks","highlighted":1,"essential":1,"paper":1,"likeSize":3,"commentSize":0,"repostSize":0,"favoriteSize":0,"link":"https://ttm.financial/post/496635679617368","repostId":2580788056,"repostType":2,"repost":{"id":"2580788056","kind":"highlight","weMediaInfo":{"introduction":"Dow Jones publishes the world’s most trusted business news and financial information in a variety of media.","home_visible":0,"media_name":"Dow Jones","id":"106","head_image":"https://static.tigerbbs.com/150f88aa4d182df19190059f4a365e99"},"pubTimestamp":1762257600,"share":"https://ttm.financial/m/news/2580788056?lang=en_US&edition=fundamental","pubTime":"2025-11-04 20:00","market":"us","language":"en","title":"Michael Burry Challenges the AI Trade with Big Short Bets on Nvidia and Palantir","url":"https://stock-news.laohu8.com/highlight/detail?id=2580788056","media":"Dow Jones","summary":"Michael Burry, hedge fund manager of “The Big Short” fame, is calling the top in two of the stock market’s favorite plays — and somewhat contradicting himself in the process.","content":"<html><head></head><body>Michael Burry, hedge fund manager of “The Big Short” fame, is calling the top in two of the stock market’s favorite plays — and somewhat contradicting himself in the process.Burry’s Scion Asset Management has bought put options covering 5 million shares of <a href=\"https://laohu8.com/S/PLTR\">Palantir</a>, a trade valued at about $912 million, and puts for 1 million shares of <a href=\"https://laohu8.com/S/NVDA\">Nvidia</a>, valued at about $187 million, a regulatory filing for the quarter ending Sept. 30 shows.Equity put options allow the purchaser to buy a stock at a lower level, the strike price, by a specified time, the expiry date. Such positions are usually taken if the buyer expects the stock price to fall.Burry’s 13-F filing to the Securities and Exchange Commission, which was sent about a week ahead of deadline, shows that the two short positions account for 80% of Scion’s portfolio and therefore constitute a significant bet on a souring of the extremely popular AI trade.Burry’s skepticism over the AI frenzy was shown in a new social media post late Monday when he highlighted the sector’s circular capex.<img src=\"https://community-static.tradeup.com/news/5d61bef382a59ee048f7f13f9e70b615\" tg-width=\"826\" tg-height=\"823\"/>Other positions for Scion include a $153 million call option bet on <a href=\"https://laohu8.com/S/PFE\">Pfizer</a>, and $61.5 million call bet position on <a href=\"https://laohu8.com/S/HAL\">Halliburton</a>.Shares of both Nvidia, which makes AI-chips, and Palantir, an AI-focused software group, hit record highs on Monday, having gained 48% and 305% respectively over the last 12 months.However, many analysts have warned that Palantir in particular is very richly valued. The software group went into Monday’s results announcement on 2025 price-to-earnings multiple of just over 300, according to FactSet.And despite delivering forecast-beating numbers, Palantir shares are down 4% in pre-market action on Tuesday. Nvidia’ shares are slipping fractionally.The Scion Asset Management filing does not specify the details of the puts purchased, but option market observers on social media focused on some big trades occurring recently in out-of-the money contracts expiring later in 2026.Such a timeline would match with Burry’s famous bets against subprime assets ahead of the 2007-08 financial crisis, when he realized it might take a while for the market to finally crack.However, Burry’s move may be seen as contradicting what he said just last week. In a social media post he implied there was a stock market bubble, but that “sometimes, the only winning move is not to play.”Burry’s latest “Big Short” shows he is playing with much gusto.</body></html>","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>Michael Burry Challenges the AI Trade with Big Short Bets on Nvidia and Palantir</title>\n<style type=\"text/css\">\na,abbr,acronym,address,applet,article,aside,audio,b,big,blockquote,body,canvas,caption,center,cite,code,dd,del,details,dfn,div,dl,dt,\nem,embed,fieldset,figcaption,figure,footer,form,h1,h2,h3,h4,h5,h6,header,hgroup,html,i,iframe,img,ins,kbd,label,legend,li,mark,menu,nav,\nobject,ol,output,p,pre,q,ruby,s,samp,section,small,span,strike,strong,sub,summary,sup,table,tbody,td,tfoot,th,thead,time,tr,tt,u,ul,var,video{ font:inherit;margin:0;padding:0;vertical-align:baseline;border:0 }\nbody{ font-size:16px; line-height:1.5; color:#999; background:transparent; }\n.wrapper{ overflow:hidden;word-break:break-all;padding:10px; }\nh1,h2{ font-weight:normal; line-height:1.35; margin-bottom:.6em; }\nh3,h4,h5,h6{ line-height:1.35; margin-bottom:1em; }\nh1{ font-size:24px; }\nh2{ font-size:20px; }\nh3{ font-size:18px; }\nh4{ font-size:16px; }\nh5{ font-size:14px; }\nh6{ font-size:12px; }\np,ul,ol,blockquote,dl,table{ margin:1.2em 0; }\nul,ol{ margin-left:2em; }\nul{ list-style:disc; }\nol{ list-style:decimal; }\nli,li p{ margin:10px 0;}\nimg{ max-width:100%;display:block;margin:0 auto 1em; }\nblockquote{ color:#B5B2B1; border-left:3px solid #aaa; padding:1em; }\nstrong,b{font-weight:bold;}\nem,i{font-style:italic;}\ntable{ width:100%;border-collapse:collapse;border-spacing:1px;margin:1em 0;font-size:.9em; }\nth,td{ padding:5px;text-align:left;border:1px solid #aaa; }\nth{ font-weight:bold;background:#5d5d5d; }\n.symbol-link{font-weight:bold;}\n/* header{ border-bottom:1px solid #494756; } */\n.title{ margin:0 0 8px;line-height:1.3;color:#ddd; }\n.meta {color:#5e5c6d;font-size:13px;margin:0 0 .5em; }\na{text-decoration:none; color:#2a4b87;}\n.meta .head { display: inline-block; overflow: hidden}\n.head .h-thumb { width: 30px; height: 30px; margin: 0; padding: 0; border-radius: 50%; float: left;}\n.head .h-content { margin: 0; padding: 0 0 0 9px; float: left;}\n.head .h-name {font-size: 13px; color: #eee; margin: 0;}\n.head .h-time {font-size: 11px; color: #7E829C; margin: 0;line-height: 11px;}\n.small {font-size: 12.5px; display: inline-block; transform: scale(0.9); -webkit-transform: scale(0.9); transform-origin: left; -webkit-transform-origin: left;}\n.smaller {font-size: 12.5px; display: inline-block; transform: scale(0.8); -webkit-transform: scale(0.8); transform-origin: left; -webkit-transform-origin: left;}\n.bt-text {font-size: 12px;margin: 1.5em 0 0 0}\n.bt-text p {margin: 0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\nMichael Burry Challenges the AI Trade with Big Short Bets on Nvidia and Palantir\n</h2>\n\n<h4 class=\"meta\">\n\n\n<div class=\"head\" \">\n\n\n<div class=\"h-thumb\" style=\"background-image:url(https://static.tigerbbs.com/150f88aa4d182df19190059f4a365e99);background-size:cover;\"></div>\n\n<div class=\"h-content\">\nDow Jones \n2025-11-04 20:00\n</div>\n\n</div>\n\n\n</h4>\n\n</header>\n<article>\n<html><head></head><body>Michael Burry, hedge fund manager of “The Big Short” fame, is calling the top in two of the stock market’s favorite plays — and somewhat contradicting himself in the process.Burry’s Scion Asset Management has bought put options covering 5 million shares of <a href=\"https://laohu8.com/S/PLTR\">Palantir</a>, a trade valued at about $912 million, and puts for 1 million shares of <a href=\"https://laohu8.com/S/NVDA\">Nvidia</a>, valued at about $187 million, a regulatory filing for the quarter ending Sept. 30 shows.Equity put options allow the purchaser to buy a stock at a lower level, the strike price, by a specified time, the expiry date. Such positions are usually taken if the buyer expects the stock price to fall.Burry’s 13-F filing to the Securities and Exchange Commission, which was sent about a week ahead of deadline, shows that the two short positions account for 80% of Scion’s portfolio and therefore constitute a significant bet on a souring of the extremely popular AI trade.Burry’s skepticism over the AI frenzy was shown in a new social media post late Monday when he highlighted the sector’s circular capex.<img src=\"https://community-static.tradeup.com/news/5d61bef382a59ee048f7f13f9e70b615\" tg-width=\"826\" tg-height=\"823\"/>Other positions for Scion include a $153 million call option bet on <a href=\"https://laohu8.com/S/PFE\">Pfizer</a>, and $61.5 million call bet position on <a href=\"https://laohu8.com/S/HAL\">Halliburton</a>.Shares of both Nvidia, which makes AI-chips, and Palantir, an AI-focused software group, hit record highs on Monday, having gained 48% and 305% respectively over the last 12 months.However, many analysts have warned that Palantir in particular is very richly valued. The software group went into Monday’s results announcement on 2025 price-to-earnings multiple of just over 300, according to FactSet.And despite delivering forecast-beating numbers, Palantir shares are down 4% in pre-market action on Tuesday. Nvidia’ shares are slipping fractionally.The Scion Asset Management filing does not specify the details of the puts purchased, but option market observers on social media focused on some big trades occurring recently in out-of-the money contracts expiring later in 2026.Such a timeline would match with Burry’s famous bets against subprime assets ahead of the 2007-08 financial crisis, when he realized it might take a while for the market to finally crack.However, Burry’s move may be seen as contradicting what he said just last week. In a social media post he implied there was a stock market bubble, but that “sometimes, the only winning move is not to play.”Burry’s latest “Big Short” shows he is playing with much gusto.</body></html>\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"LU0306806265.USD":"SCHRODER ISF GLOBAL DIVIDEND MAXIMISER \"A\" ACC","IE00B19Z3581.USD":"Legg Mason ClearBridge - Value A Acc USD","LU2322448957.HKD":"ALLIANZ GLOBAL INTELLIGENT CITIES INCOME \"AMG\" (HKD) INC","PFE":"辉瑞","NVDA":"英伟达","LU2461242641.AUD":"WELLINGTON US QUALITY GROWTH \"A\" (AUDHDG) ACC","LU0265550946.USD":"BGF SYSTEMATIC GLOBAL ENHANCED EQUITY YIELD \"A5\" (USD) INC","LU0256863811.USD":"ALLIANZ US EQUITY \"A\" INC","IE00BK4W5M84.HKD":"HSBC GLOBAL FUNDS ICAV US EQUITY INDEX \"HC\" (HKD) ACC","SG9999001424.SGD":"United E-Commerce Fund SGD","BK4587":"ChatGPT概念","LU1261432733.SGD":"Fidelity World A-ACC-SGD","BK4613":"AI应用软件","LU0868494617.USD":"UBS (LUX) EQUITY SICAV - US TOTAL YIELD SUSTAINABLE \"P\" (USD) ACC","LU2592432038.USD":"WELLINGTON MULTI-ASSET HIGH INCOME \"A\" (USD) ACC","PLTR":"Palantir Technologies Inc.","LU0345769631.USD":"NINETY ONE GSF GLOBAL EQUITY \"A\" (USD) INC","LU2272731865.HKD":"ALLIANZ GLOBAL INTELLIGENT CITIES INCOME \"AM\" (HKD) INC","LU0053666078.USD":"摩根大通基金-美国股票A（离岸）美元","LU2750360997.AUD":"INVESCO GLOBAL EQUITY INCOME ADVANTAGE \"A\" (AUDHDG) INC","HAL":"哈里伯顿","LU2213496289.HKD":"ALLIANZ INCOME AND GROWTH \"AT\" (HKD) ACC","LU0082616367.USD":"摩根大通美国科技A（dist）","LU0345770993.USD":"NINETY ONE GSF GLOBAL STRATEGIC EQUITY \"A\" (USD) INC","LU0077335932.USD":"FIDELITY AMERICAN GROWTH \"A\" INC","LU0719512351.SGD":"JPMorgan Funds - US Technology A (acc) SGD","LU1145028129.USD":"ALLIANZ INCOME AND GROWTH \"AQ\" (USD) INC","LU1496350171.SGD":"FRANKLIN DIVERSIFIED BALANCED \"A\" (SGDHDG) ACC","LU1803068979.SGD":"FTIF - Franklin Technology A (acc) SGD-H1","LU1814569148.SGD":"WELLINGTON GLOBAL QUALITY GROWTH \"D\" (SGDHDG) ACC","LU2272731782.SGD":"Allianz Global Intelligent Cities AM Dis H2-SGD","LU1084165304.USD":"FIDELITY WORLD \"A\" (USD) ACC","LU0965509283.SGD":"AB LOW VOLATILITY EQUITY PORTFOLIO \"AD\" (SGDHDG) INC","SG9999014914.USD":"UNITED GLOBAL QUALITY GROWTH (USDHDG) INC","LU1119994496.HKD":"FIDELITY WORLD \"A\" (HKD) ACC"},"source_url":"https://dowjonesnews.com/newdjn/logon.aspx?AL=N","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"2580788056","content_text":"Michael Burry, hedge fund manager of “The Big Short” fame, is calling the top in two of the stock market’s favorite plays — and somewhat contradicting himself in the process.Burry’s Scion Asset Management has bought put options covering 5 million shares of Palantir, a trade valued at about $912 million, and puts for 1 million shares of Nvidia, valued at about $187 million, a regulatory filing for the quarter ending Sept. 30 shows.Equity put options allow the purchaser to buy a stock at a lower level, the strike price, by a specified time, the expiry date. Such positions are usually taken if the buyer expects the stock price to fall.Burry’s 13-F filing to the Securities and Exchange Commission, which was sent about a week ahead of deadline, shows that the two short positions account for 80% of Scion’s portfolio and therefore constitute a significant bet on a souring of the extremely popular AI trade.Burry’s skepticism over the AI frenzy was shown in a new social media post late Monday when he highlighted the sector’s circular capex.Other positions for Scion include a $153 million call option bet on Pfizer, and $61.5 million call bet position on Halliburton.Shares of both Nvidia, which makes AI-chips, and Palantir, an AI-focused software group, hit record highs on Monday, having gained 48% and 305% respectively over the last 12 months.However, many analysts have warned that Palantir in particular is very richly valued. The software group went into Monday’s results announcement on 2025 price-to-earnings multiple of just over 300, according to FactSet.And despite delivering forecast-beating numbers, Palantir shares are down 4% in pre-market action on Tuesday. Nvidia’ shares are slipping fractionally.The Scion Asset Management filing does not specify the details of the puts purchased, but option market observers on social media focused on some big trades occurring recently in out-of-the money contracts expiring later in 2026.Such a timeline would match with Burry’s famous bets against subprime assets ahead of the 2007-08 financial crisis, when he realized it might take a while for the market to finally crack.However, Burry’s move may be seen as contradicting what he said just last week. In a social media post he implied there was a stock market bubble, but that “sometimes, the only winning move is not to play.”Burry’s latest “Big Short” shows he is playing with much gusto.","news_type":1,"symbols_score_info":{"PFE":2,"NVDA":2.1,"PLTR":2.1,"HAL":2}},"isVote":1,"tweetType":1,"viewCount":368,"commentLimit":10,"likeStatus":false,"favoriteStatus":false,"reportStatus":false,"symbols":[],"verified":2,"subType":0,"readableState":1,"langContent":"EN","currentLanguage":"EN","warmUpFlag":false,"orderFlag":false,"shareable":true,"causeOfNotShareable":"","featuresForAnalytics":[],"commentAndTweetFlag":false,"andRepostAutoSelectedFlag":false,"upFlag":false,"length":337,"optionInvolvedFlag":false,"xxTargetLangEnum":"ORIG"},"commentList":[],"isCommentEnd":true,"isTiger":false,"isWeiXinMini":false,"url":"/m/post/496635679617368"}