Michael Burry has been shorting NVDA since November, stock is up 30% since then. At what point do we stop treating this guy like a prophet?

Original-Reporter101 · 2026-07-27T22:03:11+00:00

=== SUMMARY === - The post questions Michael Burry’s repeated short positions against NVDA and PLTR, noting the stocks have rallied despite his warnings, and argues that being “early” for too long effectively means being wrong. - The author acknowledges the AI bubble thesis but suggests Burry’s track record on timing (e.g., Tesla short) is mixed, and that retail sentiment (like the “Save Wendy’s” meme) can defy fundamentals. - Quality assessment: Speculation mixed with anecdotal performance review; not a data-driven deep dive but a thoughtful critique of a famous investor’s recent calls. === SENTIMENT === MIXED === TRADE IDEAS === No actionable trade ideas in this post. The author does not propose a specific position; instead, he critiques following a single investor’s bets. The comments highlight Burry’s successful timing on other names (MU, PLTR tops; VEEV, ADBE bottoms) but do not offer a clear directional thesis for NVDA or PLTR. === COMMENTS SUMMARY === The community largely defends Burry, noting he shorted PLTR and AMAT near their highs and bought VEEV, MELI at bottoms, suggesting he is a skilled timer, not a false prophet. Commenters also caution that being correct on a short thesis requires surviving volatility and that Burry’s deep pockets allow him to wait out the noise.

AI Summary

Summary

The post questions Michael Burry’s repeated short positions against NVDA and PLTR, noting the stocks have rallied despite his warnings, and argues that being “early” for too long effectively means being wrong.
The author acknowledges the AI bubble thesis but suggests Burry’s track record on timing (e.g., Tesla short) is mixed, and that retail sentiment (like the “Save Wendy’s” meme) can defy fundamentals.
Quality assessment: Speculation mixed with anecdotal performance review; not a data-driven deep dive but a thoughtful critique of a famous investor’s recent calls.

Score 189

Comments 78

Upvote % 91%

Summary

▶ Full Post Text

More from Reddit — r/wallstreetbets