This Wall Street Legend Just Dropped A $1.1B Nuke On Nvidia and Palantir (Biblical Crash Ahead?)

He’s baaaaaack…

If you think I’m about to say Roaring Kitty… well, sorry not sorry. You can go back to your moms basement. Instead, I’m talking about the G.O.A.T. Michael Burry who just came back to twitter to inform all of us degens that we are royally f*cked. 

(Source: Giphy) 

In short, after almost two years away, Burry dropped a single post, and left the internet staring at three charts like they were prophecy. The post is basically receipts as to why his recent 13F shows five million puts on Palantir and another million on Nvidia... a.k.a., a 1.1 billion bet that the AI dream turns into the next Pets.com documentary LOL. 

(Source: Investing.com) 

For context, the tweet contains three pictures that should make every tech wannabe investor clench. Why? Because cloud growth is collapsing. Amazon’s AWS averaged 36% growth from 2018–2022 is now only at 17% between 2023 and 2025. Alphabet’s cloud fell from 45% to 29%. Even Microsoft’s iron fortress slipped from 22% to 20%. Meaning, the cloud boom… the real infrastructure behind AI (during the midst of the AI boom illusion, I might add)... is losing immense altitude. 

Additionally, tech capex growth just hit the same level it did in 1999. Which means… which means… Burry is basically pointing out the fact that the last time it looked like this… half of Silicon Valley was funded by PowerPoint slides and cocaine. Now add in the fact that the Bloomberg spiderweb showing Nvidia, OpenAI, Oracle, and everyone else funneling hundreds of billions through each other is a legit feedback loop of GPU addiction. Nvidia invests $100 billion in OpenAI; OpenAI rents $300 billion in cloud from Oracle; Oracle buys billions in Nvidia chips. Every arrow points back to the same place: circular money chasing circular logic.

(Source: X) 

Which is why it doesn’t take a genius to see exactly the reason Nvidia’s market cap is now equal to 16% of the U.S. GDP. One chipmaker valued like a sovereign nation. You don’t need to short that because it’s “overvalued.” You short it because physics exists. Meaning, Burry’s bet is simple… when every major company starts talking about “AI infrastructure,” they’re not describing growth. They’re describing leverage. And when that leverage snaps, it’s going to look less like a correction and more like a biblical demolition.

So yeah… Burry’s back. Not necessarily to warn anyone… he knows nobody listens until it’s too late. He’s just positioning himself for the scene after the credits, when the servers are still humming but the lights are out. On the bright side, if you’re a Lululemon investor, the King of Chaos is more bullish on it than my bougie wife. So that’s a plus. Of course, Burry could be wrong… who knows, but you can’t not take note of it. So place your bets accordingly, friends. Until next time… 

At the time of publishing, Stocks.News holds positions in Alphabet, Amazon, and Microsoft as mentioned in the article.