Michael Burry has bet against Palantir, indicating a bearish outlook on the stock.
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This Has "ALWAYS" Ended in a Stock Market Crash. It's Here Again
May 23, 2026
The creator discusses extreme market concentration, citing historical parallels to major crashes. They highlight Warren Buffett's significant cash position and net selling of stocks over the past 12 quarters as a signal of caution, suggesting Buffett isn't finding attractive stock valuations. The creator also mentions Michael Burry's short position against the AI market and Paul Tudor Jones's bearish outlook on the S&P 500.
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Nvidia is mentioned as one of the top 5 companies making up 25% of the S&P 500's market value, contributing to extreme market concentration.
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