Studies Reveal Burry Bets Against Nvidia While DeepSeek Outperforms OpenAI

Investor Michael Burry, known for predicting the 2008 housing market crash, has placed a significant $1.1 billion bet against AI companies Nvidia and Palantir. His hedge fund, Scion Asset Management, dedicated 66% of its portfolio to Palantir put options and 14% to Nvidia put options, signaling his belief that the AI market might be in a dangerous bubble, drawing comparisons to the dot-com era. Burry's concerns for Palantir stem from its high valuation, while for Nvidia, he eyes potential competition from companies like Broadcom and Marvell Technologies, alongside export limits to China.Amidst these market cautions, the AI sector continues to evolve rapidly. Chinese AI models QWEN3 MAX and DeepSeek notably outperformed OpenAI's ChatGPT in autonomous crypto trading, with QWEN3 MAX achieving a 7.5% return compared to ChatGPT's 57% capital loss. In the crypto space, DeepSnitch AI is gaining traction, having raised over $496,000 at a price of $0.02157. This platform offers operational intelligence infrastructure, including whale tracking and contract audits, and has seen a 43% increase in value, attracting investors as the NFT market experienced a 46% decline.Meanwhile, major tech players are making strategic AI moves. Apple is reportedly nearing a deal to integrate Google's AI model into a revamped Siri, potentially paying Alphabet's Google $1 billion annually to bolster Apple Intelligence, which has faced delays and talent migration. In other sectors, Procore Technologies reported a strong third quarter with sales reaching $234.6 million, surpassing Wall Street estimates, and introduced new AI-powered features alongside a $300 million share buyback program.SoundHound AI, combining voice recognition with generative AI, saw its stock increase by 250% over the last year, with second-quarter revenue tripling to $42.7 million, driven by partnerships with brands like Stellantis, Mercedes, Krispy Kreme, and Red Lobster. However, the company's operating loss for the second quarter increased to $78.1 million, and its stock recently slipped 2% despite raising its full-year fiscal 2025 sales forecast to between $165 million and $180 million. Further demonstrating AI's reach, CommanderAI secured $5 million in seed funding to expand its AI-driven sales intelligence platform for the waste hauling industry, already generating over 30,000 new business leads. Not all AI-related ventures fared well, as robotaxi companies Pony AI and WeRide experienced poor debuts on the Hong Kong stock exchange, with shares declining 9.3% and 10% respectively, marking some of the worst opening days for major listings this year. Costco, however, reported strong October sales, with U.S. core comparable sales up 6.7%, even as Nvidia and Meta Platforms saw market drops.

Key Takeaways

• Michael Burry placed a $1.1 billion bet against Nvidia and Palantir, with 66% of his fund's portfolio in Palantir put options and 14% in Nvidia put options, citing concerns about an AI market bubble.
• Chinese AI models QWEN3 MAX and DeepSeek significantly outperformed OpenAI's ChatGPT in autonomous crypto trading, with QWEN3 MAX achieving a 7.5% return while ChatGPT lost 57% of its capital.
• DeepSnitch AI raised over $496,000 and is gaining traction in the crypto market with its operational intelligence infrastructure, offering tools like whale tracking and contract audits, amidst a 46% decline in the NFT market.
• Apple is nearing a deal to integrate Google's AI model into Siri, potentially involving a $1 billion annual payment to Alphabet's Google, to enhance Apple Intelligence.
• Procore Technologies reported strong Q3 sales of $234.6 million, surpassing estimates, and introduced new AI-powered features along with a $300 million share buyback program.
• SoundHound AI's stock increased 250% in the last year, with Q2 revenue tripling to $42.7 million, driven by voice and generative AI in automotive and restaurant sectors.
• Despite its growth, SoundHound AI's Q2 operating loss increased to $78.1 million, and its stock recently slipped 2% even after raising its full-year fiscal 2025 sales forecast to $165 million-$180 million.
• CommanderAI secured $5 million in seed funding to expand its AI-driven sales intelligence platform, which has already generated over 30,000 new business leads for the waste hauling industry.
• Robotaxi companies Pony AI and WeRide experienced poor Hong Kong stock exchange debuts, with shares declining 9.3% and 10% respectively.

Michael Burry bets big against Nvidia and Palantir AI stocks

Michael Burry, the investor famous for predicting the 2008 housing market crash, has placed a large bet against AI companies Nvidia and Palantir. He invested over $1 billion in put options, signaling his belief that the AI market might be in a bubble. Burry's actions suggest caution for investors in expensive AI stocks. He compares the current AI boom to past market bubbles, including the dot-com era.

Michael Burry bets $1 billion against AI giants Nvidia Palantir

Michael Burry, famous for predicting the 2008 financial crisis, is now betting $1.1 billion against AI companies Nvidia and Palantir. He believes the AI sector is in a dangerous bubble, similar to the dot-com era and the 2008 housing market. Burry's hedge fund, Scion Asset Management, revealed these large bets after his return to social media on October 31, 2025. He warns that current valuations for companies like Nvidia and Palantir are too high and could lead to a market correction.

Michael Burry places large bets against Palantir and Nvidia AI stocks

Billionaire Michael Burry, known for his 2008 housing market prediction, has taken significant short positions against AI stocks Palantir and Nvidia. His hedge fund, Scion Asset Management, dedicated 66% of its portfolio to Palantir and 14% to Nvidia put options. Burry believes Palantir's stock is too expensive despite its strong growth and recognition as a leader in AI/ML platforms. He also bets against Nvidia, a dominant AI infrastructure company, possibly due to concerns about competition and export limits to China.

Michael Burry bets against AI leaders Palantir and Nvidia

Michael Burry, the billionaire investor famous for predicting the 2008 housing crash, has placed large bets against AI companies Palantir and Nvidia. His hedge fund, Scion Asset Management, holds significant short positions, with 66% of its portfolio in Palantir and 14% in Nvidia put options. Burry likely sees Palantir's high valuation as unsustainable, despite its strong performance and recognition by Forrester Research. For Nvidia, he may be concerned about competition from Broadcom and Marvell Technologies, and export restrictions affecting its business in China.

Chinese AI outperforms ChatGPT in crypto trading DeepSnitch AI rises

Chinese AI models QWEN3 MAX and DeepSeek significantly outperformed OpenAI's ChatGPT in autonomous crypto trading. QWEN3 MAX achieved a 7.5% return, while ChatGPT lost 57% of its capital. Meanwhile, DeepSnitch AI is gaining attention with its operational intelligence infrastructure, offering tools like whale tracking and contract audits. The platform uses five AI agents to process crypto data faster and smarter, providing real-time updates and security analysis. DeepSnitch AI has raised over $496,000 at a price of $0.02157 and has passed security audits from Coinsult and SolidProof.

DeepSnitch AI gains traction as NFT market drops 46%

The NFT market experienced a sharp decline, with a 46% crash in the last month, causing traders to seek new opportunities. Many blue-chip NFTs like CryptoPunks and Bored Ape Yacht Club dropped by as much as 60%. Investors are now focusing on projects with real utility, such as DeepSnitch AI, which is considered a top crypto presale for 2025. DeepSnitch AI uses powerful agents to track whale wallets and social buzz, helping traders identify scams and market changes. The project has already seen a 43% increase and aims to solve information inequality for ordinary traders.

Procore Technologies boosts forecasts and launches new AI tools

Procore Technologies reported a strong third quarter, surpassing Wall Street's sales estimates with $234.6 million. The construction software company also introduced new AI-powered features to improve user productivity and efficiency. Procore announced a $300 million share buyback program, showing management's confidence in the company's future growth. This strategic move into AI and its partnership with AWS reflect a larger trend of software companies using advanced tools to drive digital transformation in construction.

Robotaxi companies Pony AI WeRide fall in Hong Kong debuts

Robotaxi companies Pony AI and WeRide experienced poor debuts on the Hong Kong stock exchange on Thursday. Pony AI's shares declined 9.3% to HK$126.10, while WeRide's shares dropped 10% to HK$24.40. These were among the worst opening days for major listings in Hong Kong this year.

SoundHound AI stock rises with voice and generative AI growth

SoundHound AI is gaining attention by combining voice recognition with generative AI, leading to a 250% stock increase in the last year. The company's revenue more than tripled to $42.7 million in the second quarter, boosted by its core automotive and restaurant businesses and the acquisition of Amelia. SoundHound AI partners with major brands like Stellantis, Mercedes, Krispy Kreme, and Red Lobster for voice assistants and drive-thru technology. Despite rapid growth and new partnerships, the company is burning cash, with its second-quarter operating loss increasing to $78.1 million.

SoundHound AI stock dips despite higher sales forecast

SoundHound AI's stock slipped 2% in extended trading on Thursday, even though the company raised its sales outlook. The voice recognition software firm now expects full-year fiscal 2025 sales to be between $165 million and $180 million. This new forecast is an increase from its previous predictions.

CommanderAI raises $5 million for AI sales platform

CommanderAI secured $5 million in seed funding to expand its AI-driven sales intelligence platform for the waste hauling industry. The funding round was led by 11 Tribes Ventures and Watchfire Ventures. Based in Los Angeles, CommanderAI's platform helps waste haulers find and prioritize new business opportunities. The company has quickly gained dozens of customers and generated over 30,000 new business leads. CommanderAI plans to use the capital to grow its sales, support, and engineering teams, and to extend its platform to other service industries.

Apple AI plans improve Costco sales strong DraftKings partners ESPN

Apple's AI future looks promising as it nears a deal to use Google's AI model for a revamped Siri, potentially paying Alphabet's Google $1 billion annually. This partnership aims to boost Apple Intelligence, which has faced delays and talent loss to companies like Meta. Meanwhile, Costco reported strong October sales, with U.S. core comparable sales up 6.7%, despite overall market declines where Nvidia and Meta Platforms dropped. Separately, DraftKings will become ESPN's new official sportsbook and odds provider starting December 1, replacing Penn Entertainment.

Sources

• Michael Burry Bet Against Nvidia and Palantir—Is it Time to Get Out?
• 'The Big Short' Michael Burry bets $1 billion on Nvidia and Palantir's collapse: Is the AI boom heading for a crash? | World News - The Times of India
• News Flash: Billionaire Michael Burry Bets Big Against AI Stocks Palantir and Nvidia
• News Flash: Billionaire Michael Burry Bets Big Against AI Stocks Palantir and Nvidia
• Pepe Coin Price Prediction: Chinese AI Crushes ChatGPT in Trading as DOGE and DeepSnitch AI Surge
• Best Crypto Presale 2025: Traders Turn Attention to DeepSnitch AI After NFT Markets Tank 46% in a Month
• Procore Technologies Ups Forecasts And Launches AI Tools In Strong Quarter
• Pony, WeRide Fall in HK Debuts After Dueling Robotaxi Listings
• Where Will SoundHound AI Stock Be in 5 Years?
• Apple's AI roadmap looks brighter — plus, Costco delivers upbeat sales numbers
• SoundHound AI slips even as it boosts outlook (SOUN:NASDAQ)
• CommanderAI: $5 Million Seed Funding Closed To Advance AI-Based Sales Platform For Waste Haulers