Is GOOG Stock a Buy or Sell as Michael Burry Accuses Hyperscalers of ‘Fraud’?

Michael Burry, best known for betting against the U.S. housing market from 2005 onwards when the sector was red hot but eventually crashed in 2008, is now betting against artificial intelligence (AI) plays. 13F filings reveal that his Scion Asset Management bought put options on both Nvidia (NVDA) and Palantir (PLTR) in Q3 2025. Both these stocks have been at the forefront of the AI trade, and betting against them is nearly blasphemous for a section of the market, even as Burry has suggested that he has closed his Palantir short position 

Burry is not very active on social media and often posts cryptic tweets, including a one-word tweet, “sell,” in early 2023, only to subsequently admit that he was “wrong.” U.S. stocks rallied spectacularly in both 2023 and 2024 and look on track for double-digit returns in 2025 as well.