‘Big Short' M. Burry bet against top AI companies; Here's how Palantir and Nvidia stock performed since

The article says Michael Burry’s bearish bets against Nvidia and Palantir appear to be diverging in outcome. His larger put position on Palantir has benefited as PLTR fell from $200.47 at the end of Q3 2025 to $132.07 by June 9, 2026, a 34.12% drop. By contrast, Nvidia has risen since Burry’s filing, making his smaller NVDA put position less profitable and recently negative. The piece also notes that Scion Asset Management has been deregistered, so Burry’s current exposure cannot be confirmed, though his personal posts suggest the short positions may still be in place. Overall, the article frames Burry’s AI short as a high-profile contrarian trade that has worked well on Palantir but poorly on Nvidia.