Burry may be right that PLTR and NVDA are priced for near-perfect execution, but skepticism alone doesn’t make the AI thesis wrong. Nvidia is still benefiting from massive AI infrastructure demand, while Palantir is showing strong commercial AI adoption.
For me, the real warning sign would be AI spending slowing while valuations stay elevated. Until that happens, I’d rather own the leaders with real revenue growth than bet against the entire AI cycle. 📈🤖
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