Posts

Showing posts from November, 2025

Nvidia’s Q3 Results Break Records and Strengthen Its Lead in AI

Nvidia has once again delivered a powerful performance , reporting a record Q3 revenue of $57 billion and a 65% jump in profit to $31.9 billion . The results crushed analyst expectations and proved that global demand for AI chips is stronger than ever. CEO Jensen Huang confirmed that the company’s latest Blackwell chips and cloud GPUs are seeing extraordinary demand, with supplies booked out across the board. This momentum also helped Nvidia reach a historic $4 trillion market valuation , making it the first company in the world to hit this milestone. Despite concerns that AI hype may be cooling, Nvidia’s results tell a different story. The company continues to benefit from massive AI investments by giants like Microsoft, Amazon, Google, and Meta, which together make up over 40% of Nvidia’s sales. Even though some investors remain cautious, Nvidia’s stock continues to rise, reflecting strong confidence in the company’s long-term growth. As the AI race accelerates, the market is watch...

Michael Burry Shorting AI Stocks? The Truth Behind His Nvidia and Palantir Bet

Image
Michael Burry, the investor famous for predicting the 2008 housing crash, has reportedly taken bearish positions against two major AI stocks, Nvidia and Palantir, according to his latest 13F filing. On the surface, it appears that nearly 80% of Scion Asset Management’s portfolio is shorting AI, but the reality may be more complex. The filing only shows bought options, not the full structure of his trades, meaning Burry’s actual exposure could be smaller or part of a hedged strategy rather than a bold bet against AI. While his puts on Palantir highlight concerns over its high valuation and slowing growth, this doesn’t necessarily mean Burry is fully “shorting AI.” His move could simply be a protective hedge. For investors , the key takeaway is to avoid copying such trades blindly. 13F filings are backward-looking and lack full context. Instead, focus on long-term fundamentals and understand that even contrarian geniuses like Burry often make nuanced, risk-managed plays. For more inform...

Michael Burry’s Big Short on AI Stocks: Is He Predicting an AI Bubble in 2025?

Image
  Michael Burry, the legendary investor behind The Big Short, is once again making headlines this time for betting against some of the biggest names in artificial intelligence , including NVIDIA and Palantir. Through his firm, Scion Asset Management, Burry has reportedly taken large put-option positions worth over a billion dollars combined. His move comes after years of explosive AI-driven growth, with NVIDIA soaring more than 1,300% and Palantir up over 1,700% in just five years. As excitement around AI reaches a fever pitch, Burry’s contrarian stance has sparked debates across financial platforms like Stockxpo, Reddit, and X. While some view this as “The Big Short 2.0,” others see it as a cautious hedge against overvalued tech stocks. Regardless, experts warn retail investors not to blindly follow Burry’s bold play. Betting against high-momentum AI giants is risky, and even seasoned investors can face heavy losses. The smarter move for everyday investors? Stay diversified, avoi...