Michael Burry is vocal about his short positions in Palantir and Nvidia, while Micron benefits from HBM demand and Amazon invests in AI infrastructure.

The entities involved

• Michael Burry →

  American hedge fund manager

  • Michael Burry has added Fannie Mae and Freddie Mac to his positions while maintaining bearish bets against Caterpillar Inc.Wed 17:59
• Palantir Technologies →

  American software and services company, specializing in data analysis

  • Palantir's stock gain on October 24, 2026, is reported to be in line with the performance of the S&P 500 index.Sat 08:12
  • MarketBeat expects Palantir to crush expectations as Citi raises its price target citing TipRanks.Sat 05:21
• Nvidia →

  American multinational technology company

  • Simultaneous developments include Houthi activity in Yemen, European stock pressures, and geopolitical threats involving Trump and chipmakers.06:24
  • Market reacts to geopolitical uncertainty from the Iran war, while Congress shake-ups and financial research track post-midterm gains.04:55

Related events

• SpaceX committed to exclusive use of Nvidia GPUs, while Nvidia is developing the Vera Rubin chip, amidst Burry's market warnings.Aug 6
• Donald Trump bought Nvidia stock year to date and sold Micron Technology stock year to date on July 14th.Jul 14
• Chris Martenson warned of unsustainable market behaviors as Nvidia rose to an all-time high and Meta Platforms gained significantly.Oct 8
• Nvidia earnings are being scrutinized as a potential indicator of the financial viability of hyperscalers' massive AI infrastructure investments.Jul 8
• Nvidia is identified as a low PEG AI infrastructure stock.Oct 8