The creator strongly advises against shorting Palantir, calling it a bet against AI that is not worth the risk for retail investors.
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EVERY Stock Michael Burry Is Buying Right Now (Ranked)
Jun 9, 2026
The creator analyzes Salesforce (CRM) as a potential buy, highlighting its sticky enterprise sales, deep integrations, and potential for AI to build on top of its platform rather than replace it. Despite some risks with new pricing models, the stock is considered cheap at 16 times earnings with steady growth.
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Tickers discussed in this post
The creator strongly advises against shorting Nvidia, calling it a bet against AI that is not worth the risk for retail investors.
MercadoLibre is a high-quality, fast-growing 'Amazon of South America' with a wide moat, placed in 'A tier' despite concerns about credit risk and geopolitics.
Adobe is a high-quality business, but the consumer creator side faces significant competition, making it a riskier bet than its enterprise business.
Autodesk is placed in C-tier due to fair valuation and cyclical construction software business, making it not a personal buy.
MSCI is a high-quality, capital-light business at a fair price, with potential to become cheaper and is a strong 'A tier' pick.
PDD (Pinduoduo) is noted as extremely cheap with potential tailwinds, but is grouped with other Chinese tech stocks facing significant risks.
JD.com is a high-quality retailer that appears cheap, but faces similar China risks as Alibaba, leading to a 'too hard' classification.
Alibaba is a high-quality business in retail, e-commerce, and cloud, but China risk and regulatory uncertainty make it a 'too hard' pile for the creator.
PayPal is a potential deep value play at 7x earnings, with strong buyback math but concerns about management and growth, making it a hold for now.
