Michael Burry Is Staying Short Nvidia, Palantir, and Tesla, Warning of a Possible "1987-Type Fall" for AI Stocks. Should Investors Take the Bet Seriously?
Key Points Burry’s concerns about leverage are valid. Investors have been happily ramping up their margins, while leveraged ETFs add additional debt to the market. His bearishness on AI stocks doesn’t make as much sense. Strong fundamentals, multiyear tailwinds, and rising profit margins do not bode well for the bearish thesis. Burry has made several ...












