π¨ BURRY VS. KARP: The Big Short Renews $PLTR War! ππ³
Michael Burry isn't backing down. The legendary "Cassandra" just doubled down on his Palantir bear thesis as the stock tanks 8% in a single session. π»π»
π The Bear Flow:
- Competition: Burry claims Anthropic is "eating Palantir's lunch" with its new Claude Managed Agents. Faster, cheaper, simpler. π₯ͺβ‘οΈ
- Valuation: $PLTR trading at 109x forward P/E? Burry calls it an "AI bubble" losing structural integrity. ππ
- The Target: Technicals suggest a move toward $60βa massive 50%+ downside from current levels. ππ―
The Takeaway: While CEO Alex Karp calls the bearishness "batsh*t crazy," Burryβs Scion fund is sitting on a $900M+ Put position. The battle for AI supremacy just got personal. ππ₯
u/michaeljburry u/PalantirTech u/AnthropicAI #PLTR #Palantir #MichaelBurry #ShortSelling #AI #StockMarket #BigShort
Posted Apr 9, 2026, 9:11 PM UTC
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