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Non-Tech : Kirk's Market Thoughts

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To: da_spot who wrote (26398)	11/4/2025 8:57:03 AM
From: Kirk ©	1 Recommendation Recommended By da_spot Read Replies (3) of 26438

Alex Karp is going nuts over that short and calling people "bat shit crazy" without getting blooped on CNBC because the individual investor is finally getting VC type returns with PLTR while the "experts" are losing their asses by being short. finance.yahoo.com Michael Burry buys puts on Nvidia, Palantir Vlad Schepkov Tue, November 4, 2025 at 5:17 AM PST Investing.com -- Michael Burry’s Scion Asset Management has placed bearish bets on Nvidia Corp. and Palantir Technologies Inc. in Q3, according to regulatory filings released Monday. The hedge fund manager, known for his successful bet against the US housing market in 2008, purchased put options on both companies, which would profit if their stock prices decline. The 13F filings also revealed that Burry’s firm took call options positions on Halliburton Co. and Pfizer Inc. The disclosure comes just days after Burry posted a cryptic warning on social media platform X. His post included an image of his character from The Big Short movie along with the message "sometimes, we see bubbles." On Monday evening, Burry shared additional images on his X account, including a graphic from a Bloomberg News story about circular financing concerns related to Nvidia and other companies. Burry’s fund previously disclosed a puts position on Nvidia back in Q1 of 2025, but the first-quarter filing included a statement that the puts being disclosed "may serve to hedge long positions which are not eligible to be reported" in the 13F. The third-quarter filing released Monday did not contain a similar statement.

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