Palantir Stock Sell-Off: Burry vs Ives Sparks AI Debate - Palantir Technologies (NASDAQ:PLTR)
The selloff erased more than $23 billion in market value as Michael Burry kept his long-dated bearish bets and highlighted rising AI competition.
10 Articles
10 Articles
Michael Burry Still Doesn't Like Palantir. New Critique Wipes Away $23 Billion in Value
The post Michael Burry Still Doesn’t Like Palantir. New Critique Wipes Away $23 Billion in Value appeared first on 24/7 Wall St.. Quick Read Palantir Technologies (PLTR) reported Q4 2025 revenue rising 70% year-over-year to $1.4B with U.S. commercial revenue surging 137% to $507M, while Anthropic grew annual recurring revenue from $9B to $30B in four months and launched Claude Managed Agents claiming 10x faster time-to-production than custom s…
Trump and Wall Street gang up on Mike Burry over latest bearish prediction on Palantir
Michael Burry is still standing against Palantir, even after Trump stepped in and gave the stock a public boost. The fight got louder on Friday when Michael said he still holds long-dated put options on Palantir and is not closing the trade. He said he first started betting against Palantir in the fall of 2025 and has kept rolling the position forward. His latest post showed he now holds June 17, 2027 $50 puts and December 19, 2026 $100 puts. M…
Palantir shares sink as Michael Burry revives AI competition fears
Palantir (PLTR) fell sharply after Michael Burry put a familiar pressure point back in front of investors: competition in enterprise AI. Business Insider,quotingBurry’s now-deleted X post, said he argued that Anthropic is “eating Palantir’s lunch” and pointed to Anthropic’s rapid…
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