Is the "Big Short" striking again? The Michael Burry current portfolio 2025 update has revealed a massive bearish bet against the two darlings of the AI boom: Nvidia and Palantir. In this episode, we debate whether Burry is early, wrong, or the only sane voice in a room full of hype. We break down his $1.1 billion "put option" wager, the "bubble" signals he’s seeing, and why he believes the AI party is about to end. Tune in to decide whose side you're on: the momentum or the math.

This episode includes AI-generated content.