THE APEX TIMES
A recent market note attributed to Michael Burry says he is short Nvidia, Palantir and Tesla, while also arguing that only Nvidia appears comparatively attractive for new buying versus the other two names.
Michael Burry, the hedge-fund investor known for high-profile contrarian bets, is again drawing attention to a three-stock basket that includes Nvidia, Palantir, and Tesla. In a market commentary published by The Motley Fool on July 29, Burry said he is short all three companies, and he laid out a relative view that, at least at the time of the note, singled out Nvidia as the only one that “looks like a buy” while Palantir and Tesla were treated more negatively.
The post frames Burry’s stance as a spread across different directions rather than a single blanket view of the technology sector. While the headline emphasizes the short positions, the same article also describes what he would do with each stock if he were choosing among them: it characterizes one name as the buying opportunity, another as a position to hold, and the third as one he would sell. The article’s summary wording indicates Nvidia is the outlier he considers most attractive relative to the other two.
Palantir Technologies, the company associated with the PLTR ticker, sells software designed to help organizations make decisions using large volumes of data. The company has long been associated with government and defense customers as well as commercial enterprises, and its core sales motion typically depends on data integration and ongoing deployment work rather than a simple hardware upgrade cycle. That profile can make investor expectations sensitive to the rate at which contracts convert into recurring revenue and to the pace of adoption by large customers.
In Burry’s framing, Palantir is part of the group he is betting against. The Motley Fool post does not provide new operational details about Palantir in the text available here beyond the characterization of his positions and his relative ranking among the three stocks. Without additional disclosures, it is not possible to tell from this note alone what specific fundamentals drove his Palantir view, such as contract timing, customer retention, margin trajectory, or the durability of demand for its platforms.
The broader tension for investors is that Burry’s comment uses “relative” language, but his headline position is “absolute” bearishness through a short stance. In practice, that means the market could interpret the note in two different ways: either Burry believes Palantir will underperform even if parts of the AI and enterprise software market remain strong, or he believes positioning among the three names matters more than the sector’s overall direction.
For Palantir shareholders and traders, the immediate takeaway is not a change to company guidance or a new business update, but a reminder that prominent investors can simultaneously hold directional exposures and still recommend different actions across peers. What matters next is whether Palantir’s upcoming disclosures, such as quarterly results, contract wins, and commentary on commercial adoption, align with the concerns embedded in a bearish stance.
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