Ngokutsho kweSina Finance, uMichael Burry wathengisa iindlela zokubeka (put options) zakhe zeDisemba 2026 kwiNvidia nasePalantir ngoLwesithathu, ngelixa egcina iindlela zokubeka ezibambe ixesha elide. Kwakhona wehlise zonke ezinye izikhundla ukuze zibe ngumngcipheko ophantsi.

Ngokutsho kwalo myalezo ovela ku-@burrytracker, uBurry wagcina iindlela zokubeka (put options) ePalantir eziphela ngo-2027 kunye neendlela zokubeka kwi-Invesco QQQ Trust (Nasdaq: QQQ). Kutshanje uBurry uthe wayenexhala malunga nezenzo zemali zikaPalantir, ebhala ukuba amandla ayo okuthethathethana ayesehla kwaye kwakukho iingxaki zokufaka izinto ngeendlela zokwandisa ukuthengiswa (channel-stuffing). Wathi i-akhawunti ezifunwayo (accounts receivable) zikaPalantir zikhule ngokukhawuleza kunengeniso kwiikota ezisithoba kwezili-12 ezidlulileyo.

NgoLwesibini, uPalantir kunye neNebius Group babhengeze intsebenziswano yobuchule, bechaza uNebius njengomboneleli wabo okhethwayo wesiseko se-AI yobukhosi (sovereign AI infrastructure) kaPalantir.