Here’s What Michael Burry Sees in His Palantir Short That Others Don’t

Michael Burry has increased his Palantir Technologies (PLTR) short “in some size,” extending a position he has held since late 2025, despite periods when the stock has moved sharply against him. His focus is on how the company’s growth is accounted for, rather than whether the growth itself is genuine. However, Palantir’s recent results give the bulls solid data to challenge that view, making the short thesis one of the more closely contested debates around the stock.

Burry Expands His Bearish AI and Semiconductor Bets