Group 1 - Investor Michael Burry has bet against Palantir and Nvidia, which has prompted a strong response from Palantir's CEO Alex Karp, who criticized Burry's short positions as irrational [1][2] - Palantir's stock price fell 8% despite the company exceeding Wall Street expectations for Q3 and providing an optimistic outlook, reflecting investor caution regarding high valuations in AI-related stocks [1][2] - Palantir's stock has increased by 173% this year, with a projected P/E ratio of 228, while Nvidia's stock has risen over 50% but still saw a 4% decline recently [1] Group 2 - Burry's hedge fund, Scion Asset Management, disclosed put options with a nominal value of approximately $187 million against Nvidia and $912 million against Palantir as of September 30 [1] - There is uncertainty regarding whether Burry profited from the recent stock price drop, and he has not commented on his positions [2] - Karp expressed skepticism about the motivations behind Burry's short positions, suggesting they may be a form of market manipulation [2]
被“大空头”做空后,AI新贵CEO点名狂喷:疯子一个!