2025-12-28 02:25:46

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.

This page may contain third-party content, which is provided for information purposes only (not representations/warranties) and should not be considered as an endorsement of its views by Gate, nor as financial or professional advice. See Disclaimer for details.

10 Likes

Reward
10
5
Repost
Share

Comment

0/400

TokenomicsDetective

· 10h ago

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.

View OriginalReply0

consensus_whisperer

· 10h ago

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.

View OriginalReply0

BlockBargainHunter

· 10h ago

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.

View OriginalReply0

OnchainFortuneTeller

· 10h ago

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.

View OriginalReply0

CryptoPunster

· 11h ago

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.

View OriginalReply0