Burry May Be Short, But BoA Sees Nvidia and Palantir Moving Higher

Core Viewpoint - Dr. Michael Burry holds bearish positions on Nvidia and Palantir, expressing concerns that the AI trade is in a bubble [1] Company Analysis - Nvidia (NASDAQ: NVDA) is identified as a company with bearish positions from Dr. Burry, indicating potential overvaluation or market concerns [1] - Palantir (NASDAQ: PLTR) is also mentioned as a company where Dr. Burry has taken a bearish stance, suggesting skepticism about its future performance [1] Industry Insights - The AI trade is characterized by Dr. Burry as being in a bubble, raising alarms about the sustainability of current valuations and market enthusiasm [1]