Investor Michael Burry disclosed short positions in Palantir, Nebius, and Micron, citing concerns over an oversupplied memory market and its impact on semiconductor stocks. Despite Burry's short on Palantir, its shares rose 2%, while Nebius and Micron declined, reflecting mixed market reactions. Burry highlighted risks from expanding low-cost Chinese memory production and warned about heavy concentration in the NASDAQ 100, but he stopped short of calling a market top. Investors should watch how these stocks perform amid ongoing debates on memory supply and AI infrastructure valuations.
Micron Technology leads the group with a market cap of $1.24 trillion, while Palantir holds $444.54 billion and Nebius $64.19 billion as of Sep 23, 2026 21:24 WIB. On Pluang, Palantir shares gained 2.32% with a volume of 21,859,169, contrasting with Nebius and Micron, which fell 2.61% and 2.21% respectively. Despite the selling pressure on Nebius and Micron, Palantir's typical hold time on Pluang is notably longer at 77 days, indicating differing investor engagement levels amid the market shifts.
Cybersecurity stocks including CrowdStrike, Palo Alto Networks, Okta, and Palantir each rose about 4% while large-cap tech stocks declined. This movement is attributed to a rotation into cybersecurity and AI-adjacent enterprise software, as investors...
Investor Michael Burry has increased his short positions in Micron Technology, Palantir, Nebius Group, and the iShares Semiconductor ETF, expressing skepticism about the sustainability of the current AI and semiconductor market boom. He highlights co...
Investor Michael Burry has increased his bearish bets on AI and semiconductor stocks like Micron and Palantir, citing concerns over inflated valuations due to anticipated supply easing from increased chip production, especially in China. Simultaneous...
Palantir is approaching a significant turning point in monetizing its AI technology, driven by growing demand for complex AI workloads and enterprise needs for secure, scalable AI management. Strategic partnerships, especially with Nvidia, and new pr...
Palantir's stock surged from a 52-week low of $106.37 to over $200, driven by strong Q2 earnings and growing demand for sovereign AI. Analysts remain divided, with a 24/7 Wall St. price target of $186, suggesting limited upside after a recent 60% ral...
