Legendary 'Big Short' investor Michael Burry has triggered a sharp market correction, issuing a blunt public warning against Palantir Technologies Inc. (NASDAQ: PLTR). His latest critique, targeting the AI-focused data analytics firm, sent PLTR shares tumbling over 10% in Thursday's session, erasing billions in market value. Burry, founder of Scion Asset Management, posted a characteristically direct message on social media platform X before deleting it, but the damage was already done. This follows his recent warning against Google's parent Alphabet, signaling a broader skepticism toward major tech equities. The swift market reaction underscores Burry's continued influence and the heightened volatility surrounding AI and big-data stocks.

Michael Burry’s Blunt Take on Palantir Stock Stirrs the Hornet’s Nest

Michael Burry does not blurt out bold proclamations without backing them up with concrete data. His tweet was not a problem in the stock market circles, especially for Palantir, but the data he pointed out struck a chord in Wall Street. He first shed light on Anthophic’s explosive growth, explaining that it climbed from $9 billion to $30 billion in annual recurring revenue (ARR) in just a few months.

He stressed that businesses are moving toward cheaper options to sustain revenues. That’s proof that enterprises wantsolutions, he said. However, this isn’t the case for Palantir, he said, which took 20 years to reach $5 billion. “he wrote.

This is not the first time that Michael Burry has had a beef with Palantir. In September 2025, he disclosed a significant ‘short position’ in Palantir stock, remaining confident of its decline. He forecasted that the company would have a multiyear decline and shorted it through long-dated put options.Burry wrote in the deleted post. He also said that Antrophic is growing at lightning speed, hinting that it could be the next big thing.