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Michael Burry bets against Nvidia and Palantir; portfolio manager says 'valuations are ridiculous'
英伟达英伟达(US:NVDA) Youtube·2025-11-05 00:32

Obviously, there are some questions about the valuation side of it. Um, to Dan's point, and it looks like one of the people hinting in that direction is one of the people who made his name during the financial crisis. >> Yeah, Michael Bur, the hedge fund manager who called out that 2007 financial crisis and the collapse of the US housing market back in 2007, has now put a sour note on this AI trade.perhaps one of the biggest calls on this bubble race that we've gotten so far that kind of puts a little realn ...