Executive Summary
Michael Burry disclosed put positions in NVIDIA and Palantir in early November 2025, marking the first time since his subprime mortgage short that he's taken such a high-profile contrarian stance. Neither stock has set a new high since his disclosure, despite both companies delivering strong 2025 performance (NVDA +40%, PLTR +140%). The timing appears prescient: both companies show pure insider selling patterns over the past 90 days, with NVDA insiders selling 3.2 million shares and PLTR insider...
Key Investment Opportunity
AI Bubble Deflation Trade
Burry's contrarian positioning against AI darlings coincides with technical breakdown patterns and insider selling, suggesting potential for significant correction in overextended AI names
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