Guan Cha Zhe Wang·2025-11-05 02:16Group 1: Investment Actions - Michael Burry's Scion Asset Management has significantly shorted NVIDIA and Palantir, with these positions making up 80% of its investment portfolio [1][3] - The nominal value of put options for Palantir is $912.1 million (5 million shares), while for NVIDIA it is $186.6 million (1 million shares) [4] - Burry's actions align with his previous warnings about an AI bubble, drawing parallels to the 1999-2000 internet bubble [5] Group 2: Company Responses - Palantir's CEO Alex Karp criticized Burry's shorting strategy, arguing that both Palantir and NVIDIA are highly profitable companies [3] - Burry's short positions are currently facing losses as both NVIDIA and Palantir's stock prices have risen since the end of September [5] Group 3: Market Trends and Insights - The AI storage market is experiencing structural changes due to demand driven by AI computing needs, with SK Hynix announcing new AI storage products [14][15] - The robotics industry in China has seen a revenue increase of 29.5% in the first three quarters of the year, driven by manufacturing upgrades and new industry demands [16]