The legendary investor who famously predicted the 2008 financial crisis is making bold moves again—this time shorting both Nvidia and Palantir.
What's the thesis? For Nvidia, concerns center on AI hype getting ahead of fundamentals and potential saturation in the GPU market. Palantir, meanwhile, faces questions about valuation and sustainable growth.
This isn't just noise. When contrarian bets like this hit the market, it tends to shake sentiment. Whether you're bullish or bearish on these names, the positioning is worth watching—especially as macro conditions continue shifting.
The bigger picture: major players constantly reassessing their positions. Keep an eye on how institutions respond over the next few quarters.
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ChainProspector
· 2025-12-31 00:28
Is it the same old trick again? When the big players are bearish, do we have to follow suit? Nvidia's recent surge definitely has some bubbles, but isn't it that exaggerated?
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DefiSecurityGuard
· 2025-12-30 23:48
honestly the AI hype thesis is a red flag pattern i've seen before. saturation signals incoming. DYOR on your nvidia bags fr
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TokenomicsDetective
· 2025-12-28 02:55
Damn, this guy is dumping again. He really made a killing during that 2008 wave... But shorting Nvidia and Palantir this time? I think it's a bit of a reckless move.
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consensus_whisperer
· 2025-12-28 02:55
AI hype has peaked, and this time the bears might really have hit the mark... But is Nvidia's fundamentals really that fragile? It's a bit uncertain.
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BlockBargainHunter
· 2025-12-28 02:55
Oh no, another short attack. This guy really is a market prophet... But I've been complaining about the AI bubble for a while now. Nvidia's current valuation is indeed outrageous.
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OnchainFortuneTeller
· 2025-12-28 02:51
Here we go again. Every time this guy makes a move, there's always a fuss. I'm tired of hearing about the AI bubble, but honestly, NVDA's valuation is really starting to stretch... But shorting Palantir? That's a bit too much.
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CryptoPunster
· 2025-12-28 02:43
Haha, the big shots are shorting again. This time it's Nvidia and Palantir taking the hit... To be honest, I'm tired of hearing the term "AI bubble," just like hearing someone say "this time is different" every day. Whenever this brother makes a move, retail investors start trembling, laughing as they lose everything on this trade.
The legendary investor who famously predicted the 2008 financial crisis is making bold moves again—this time shorting both Nvidia and Palantir.
What's the thesis? For Nvidia, concerns center on AI hype getting ahead of fundamentals and potential saturation in the GPU market. Palantir, meanwhile, faces questions about valuation and sustainable growth.
This isn't just noise. When contrarian bets like this hit the market, it tends to shake sentiment. Whether you're bullish or bearish on these names, the positioning is worth watching—especially as macro conditions continue shifting.
The bigger picture: major players constantly reassessing their positions. Keep an eye on how institutions respond over the next few quarters.