Little-known fact: Since the arrogant short seller Michael Burry started shorting $PLTR , $PLTR 's stock price has fallen 36%.

And his bearish stance is not just talk. In Q3 2025, Scion's 13F disclosed approximately 5 million shares of Palantir put options with a notional value of about $912 million.
At the time, many media outlets thought he was heavily shorting with $900 million, but Burry personally clarified:
He actually spent about $9.2 million to buy long-term puts expiring in 2027 with a strike price of $50.
The most ironic part is, the market initially mocked him for being too early on the AI bubble.
But what the big short seller is best at is not guessing the top, but calculating how long this game can last when everyone is most excited.
The market bets that: Palantir is the new operating system of the AI era.
Burry bets that: valuation, accounts receivable, stock incentives, and narratives will ultimately return to fundamentals.
Who do you think will win this time?