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Michael Burry Says Nvidia and Palantir Are Overvalued — Should Investors Sell?
- Location: United States
Burry may believe current fundamentals cannot justify AI valuations, particularly if growth slows. Yet long-term investors must consider whether today’s AI spending is early in the cycle. Most AI demand is currently led by hyperscale cloud providers, whose balance sheets are strong — suggesting the AI stock bubble narrative might be overstated in the near term.
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