Burry Shifts Strategy Amid Palantir Surge

Michael Burry, the famed 2008 crash predictor, is recalibrating his bets—halving his Palantir short while boosting stakes in JD.com and Adobe, and exiting Alibaba entirely. His recent moves follow a fiery public spat with Palantir CEO Alex Karp, who called his billion-dollar put options “bats--- crazy.” Yet Palantir’s fundamentals are soaring: 85% YoY revenue growth, triple-digit U.S. expansion, soaring margins, and a Rule of 40 score of 145%. The company also raised its full-year forecast, and analysts are bullish. Burry still holds some exposure and hasn’t fully ruled out a short-term rally—his shift signals confidence in Palantir’s turnaround, even if he’s not fully convinced yet. Support the show:Get a discount at https://solipillow.com/discount/dnn. Advertise on DNN:[email protected] This is an automated, high-level news summary based on public reporting.Report issues to [email protected]. View sources & latest updates:https://sources.thednn.ai/448f75556625d8c3