Michael Burry Resurfaces With a Substack and a Warning: The AI Bubble Has Only Begun to Deflate

Palantir (PLTR) Stock: Michael Burry's $46 Warning Shocks AI Investors

TLDR Michael Burry estimates Palantir’s fair value at $46 per share with a range between $21 and $146 based on fundamental analysis. Burry holds put options on PLTR but is not shorting the stock directly, maintaining a bearish stance on current valuation levels. Technical analysts project PLTR could fall below $100 with a potential target around $70 before finding sustainable support. Burry’s critique focuses on valuation disconnect, arguing th…

Michael Burry Resurfaces With a Substack and a Warning: The AI Bubble Has Only Begun to Deflate

The man who famously bet against the U.S. housing market before the 2008 financial crisis has emerged from relative public silence — not with a cryptic tweet or a deleted post on X, but with a full-blown newsletter. Dr. Michael Burry, the hedge fund manager immortalized in Michael Lewis’s book and the subsequent film The Big Short, has launched a Substack publication, and his early writings are drawing intense scrutiny from institutional investo…