Michael Burry a.k.a. "Big Short",discloses $1.1B bet against Nvidia&Palantir

#1

Post by selim17 » Tue, Nov 04, 2025, 5:44 PM UTC

Michael Burry a.k.a. "Big Short",discloses $1.1B bet against Nvidia&Palantir
sherwood.news

Re: Michael Burry a.k.a. "Big Short",discloses $1.1B bet against Nvidia&Palantir

#2

Post by springjjj » Tue, Nov 04, 2025, 5:51 PM UTC

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Re: Michael Burry a.k.a. "Big Short",discloses $1.1B bet against Nvidia&Palantir

#3

Post by dh2022 » Tue, Nov 04, 2025, 5:55 PM UTC

Thanks for sharing. Michael Bury also shorted S&P 500 in Sep 2023 and closed his position in Nov 2023 for a nice payoff… he seems to know what he is doing.

Re: Michael Burry a.k.a. "Big Short",discloses $1.1B bet against Nvidia&Palantir

#4

Post by prodigycorp » Tue, Nov 04, 2025, 6:02 PM UTC

Palantir's valuation is far more egregious than Nvidia's. Palantir is Becky (IBM) with the good hair.

Re: Michael Burry a.k.a. "Big Short",discloses $1.1B bet against Nvidia&Palantir

#5

Post by abcd_f » Tue, Nov 04, 2025, 6:03 PM UTC

The market will correct before mid-terms next year. This is almost a certainty. By how much and when exactly - now, that's where the shorting profits are.

PS. Burry infamously made several more bets after the "big short", bets that misfired. That is, his record is far from being 100% right.

Re: Michael Burry a.k.a. "Big Short",discloses $1.1B bet against Nvidia&Palantir

#6

Post by _f9cu » Tue, Nov 04, 2025, 6:03 PM UTC

how to do such betting ?

Re: Michael Burry a.k.a. "Big Short",discloses $1.1B bet against Nvidia&Palantir

#7

Post by bgirard » Tue, Nov 04, 2025, 6:04 PM UTC

dh2022 wrote: post #3

Thanks for sharing. Michael Bury also shorted S&P 500 in Sep 2023 and closed his position in Nov 2023 for a nice payoff… he seems to know what he is doing.

I'm legitimately curious what his overall performance is. Are those just cherry picked trades?

Re: Michael Burry a.k.a. "Big Short",discloses $1.1B bet against Nvidia&Palantir

#8

Post by ambicapter » Tue, Nov 04, 2025, 6:04 PM UTC

abcd_f wrote: post #5

The market will correct before mid-terms next year. This is almost a certainty. By how much and when exactly - now, that's where the shorting profits are. PS. Burry infamously made several more bets after the "big short", bets that misfired. That is, his record is far from being 100% right.

What makes it an (almost) certainty?

Re: Michael Burry a.k.a. "Big Short",discloses $1.1B bet against Nvidia&Palantir

#9

Post by lordnacho » Tue, Nov 04, 2025, 6:05 PM UTC

I'm not sure the bet is as big as it seems from the headline. When you buy options, you pay a fixed premium to get the right to buy/sell a very large value of shares, called the notional. But the notional is not what you are losing if it goes wrong, you lose the premium. The premium can be quite a small number compared to the notional.

Re: Michael Burry a.k.a. "Big Short",discloses $1.1B bet against Nvidia&Palantir

#10

Post by JKCalhoun » Tue, Nov 04, 2025, 6:05 PM UTC

abcd_f wrote: post #5

The market will correct before mid-terms next year. This is almost a certainty. By how much and when exactly - now, that's where the shorting profits are. PS. Burry infamously made several more bets after the "big short", bets that misfired. That is, his record is far from being 100% right.

Well, maybe a whale making waves? Already happening today to Palantir—Nvidia to a lesser degree (whole market to a lesser degree).

By close though the market they may well all end higher. We seem to live in a meme economy.