Michael Burry Reaffirms Nvidia and Stock Market Predictions
Investor Michael Burry has reiterated his stance on Nvidia and his broader outlook for the stock market.
151 stories found
Investor Michael Burry has reiterated his stance on Nvidia and his broader outlook for the stock market.
Michael Burry, the investor renowned for foreseeing the 2008 housing market collapse, has expressed skepticism regarding the elevated valuations of AI company Anthropic and aerospace firm SpaceX. He suggests that investor interest is driven more by hype than by fundamental business principles, particularly concerning Anthropic's AI model operations.
Michael Burry, known for his 'Big Short' fame, has reportedly labeled Nvidia's chip deal with SpaceX as 'fugazi,' raising questions about the transaction.
Jamie Dimon, CEO of JPMorgan Chase, has warned of 'too much exuberance' in the markets, suggesting a looming correction. He also predicted that artificial intelligence will soon replace traditional bankers in managing money.
Michael Burry, known for predicting the 2008 financial crash, has reportedly issued a strong warning to the U.S. Securities and Exchange Commission.
Michael Burry, known for his investment insights, has expressed confidence in PayPal stock, though its broader trajectory remains volatile.
Investor Michael Burry, known for 'The Big Short,' has expressed a bullish outlook on Fiserv Inc. (FISV) stock.
Investor Michael Burry has issued a warning that the current AI debt bubble bears similarities to the dot-com era, suggesting potential market risks.
Investor Michael Burry has reportedly added several new companies to his portfolio, including PayPal, MercadoLibre, Adobe, and Lululemon Athletica.
Investor Michael Burry, known for predicting the 2008 financial crisis, warned that the current surge in top stocks, up 784% in a year, dwarfs the dot-com boom. He suggested that 'the end is nigh' for the market.
Investors in artificial intelligence stocks, currently sitting on significant gains, are faced with a decision to either continue holding their positions or heed Michael Burry's warning about a potential market bubble.
Michael Burry, the investor renowned for 'The Big Short,' has issued a new warning as the S&P 500 continues to climb, prompting speculation about potential market risks that Wall Street might be overlooking. His cautionary stance suggests a divergence from the prevailing optimistic market sentiment.
The upcoming earnings report for JD.com (JD) is anticipated to be a crucial test for Michael Burry's bullish investment thesis on the Chinese e-commerce giant.
Michael Burry, a prominent investor, has included Alibaba Group (BABA) among the stocks he is supporting in 2026. This indicates his belief in the Chinese e-commerce giant's future performance.

Michael Burry, the investor known for predicting the 2008 financial crisis, warns that current markets resemble 'the scene of a bloody car crash, just before it happens'.

Investor Michael Burry, known for predicting the 2008 financial crisis, has issued fresh warnings about an impending stock market crash, stating that the current tech jump echoes the 2000 peak. He advises investors to significantly reduce positions in parabolic stocks, believing the market is at the precipice of a major reversal.
Investor Michael Burry has reportedly purchased shares in MercadoLibre following a slump, anticipating a 15% return on his investment.
Investor Michael Burry, who once advised GameStop to emulate Warren Buffett, has sold all his shares in the company, reportedly due to concerns over its debt.
Investor Michael Burry has reportedly sold his GameStop holdings after a surprise merger bid involving eBay, expressing regret over his previous investment.
Investor Michael Burry has reportedly divested his holdings in GameStop stock, a move that comes after an eBay bid.
Financial analysts note that Michael Burry is not alone in investing heavily in PayPal, suggesting it might be time for others to follow this 'smart money' trend.
Michael Burry, known for his successful market predictions, has reportedly invested in undervalued software companies. The article provides recommendations for two specific software stocks based on his strategy.
Investor Michael Burry reportedly disagrees with the prevailing AI narrative, making investments in Microsoft stock and two other unexpected companies.
Investor Michael Burry has reportedly taken a long position on Microsoft, prompting questions about potential overlooked market opportunities.
Investor Michael Burry, known for 'The Big Short,' claims to have uncovered a $1.7 trillion 'earnings illusion' within tech stocks after analyzing over a thousand reports.
Michael Burry, known for his investment insights, is reportedly planning to buy Salesforce stock for a crucial, undisclosed reason.
PayPal stock has seen a significant decline of over 80% in the past five years, prompting investor Michael Burry to buy the dip.

The Pope dismissed rumors of a feud with Donald Trump, clarifying that his recent remarks were not intended as a debate with the former president. He emphasized his focus on peace and his mission in Africa.
Veteran strategist Paul Dietrich supports Warren Buffett's substantial cash reserves and Michael Burry's doubts regarding AI stocks, suggesting these positions are prudent in the current market environment.
Wedbush analysts assert that Michael Burry's bearish stance on Palantir (PLTR) will be proven wrong, prompting discussion on whether investors should consider buying the stock.
Noted investor Michael Burry has reportedly increased his holdings in JD.com stock, prompting speculation among other investors.
Investor Michael Burry, known from 'The Big Short,' has reportedly sent a signal regarding Nvidia stock. His actions often draw significant attention in financial markets.
Noted investor Michael Burry is reportedly holding a short position on Palantir stock, even after the company's shares saw a boost attributed to former President Trump.
Michael Burry has issued a new critique of Palantir, which has reportedly contributed to a $23 billion reduction in the company's market value.
Palantir's stock experienced a decline on April 9 following a warning from investor Michael Burry about increasing competition from AI company Anthropic.
Noted investors Michael Burry and Bill Ackman have highlighted a "rare" and "stupidly cheap" investment opportunity in Fannie Mae and Freddie Mac. They advise investors to disregard bearish sentiments surrounding the mortgage finance companies.
Investor Michael Burry, known from 'The Big Short,' suggests that President Trump's decisions regarding the Iran war are being driven by factors other than traditional foreign policy considerations.

Legendary investor Michael Burry suggests that US President Donald Trump's greatest weakness in the Iran war is his fear of falling stock prices on the New York Stock Exchange, calling the stock market Trump's 'kryptonite'.
Investor Michael Burry alleges that Nvidia paid $150 million to block AMD from securing a major AI data center contract with Oracle for OpenAI. Burry claims Nvidia's actions are 'mafia-like' and warrant an antitrust investigation, highlighting intense competition in the tech sector.
Investor Michael Burry, known from 'The Big Short,' made a successful million-dollar bet on gold, prompting questions about whether the gold rush will continue into 2026.
Investor Michael Burry has highlighted a 'vulnerability' within Chinese technology companies and cautioned about Hong Kong's role as a 'Cayman Islands shell' trap.
Investor Michael Burry issued a warning that Nvidia's current market position bears a striking resemblance to Cisco's just before the dot-com bubble burst.
A side-by-side image of Nvidia CEO Jensen Huang and famed short-seller Michael Burry. Ezra Acayan/Getty Images; Jim Spellman/WireImage Michael Burry of "The Big Short" has warned of a red flag in…
Investor Michael Burry has accused major tech companies like Microsoft, Google, and Meta of using 'sinister' accounting practices to conceal AI costs and inflate profits by 20%.
Investor Michael Burry has raised concerns about the substantial $660 billion AI infrastructure spending by major tech companies like Amazon, Google, Meta, and Microsoft, warning of cash burn and aggressive depreciation.
Investor Michael Burry has initiated a debate regarding AI spending, while also defending his past investment record against critics questioning his timing.
Michael Burry, the former hedge-fund manager chronicled in “The Big Short” for his bets against the housing market during the subprime-mortgage crisis, went through Palantir’s 10-K.
Michael Burry has issued a warning regarding Palantir stock, prompting investors to consider whether to heed his advice or continue buying shares.
Big Short investor Michael Burry, known for his market predictions, has reportedly become an open book, expressing skepticism regarding the current artificial intelligence boom.
Investor Michael Burry has once again expressed a critical view on Palantir stock, suggesting that the market might be overlooking broader implications despite his assessment.
Investor Michael Burry has once again expressed his bearish outlook on the data analytics company Palantir.
'Big Short' investor Michael Burry has warned that the SEC's plan to trade stocks like crypto could create a nightmare for investors. He also stated his belief that neither SpaceX nor Anthropic is worth $1 trillion.
Warren Buffett's Berkshire Hathaway is reportedly holding a record $397 billion in cash, while investor Michael Burry has placed a $1 billion short bet against AI, drawing parallels to the 1999 tech bubble.
Investor Michael Burry expresses concern that the SEC's proposed plan to allow stock trading similar to cryptocurrency could create significant problems for investors.
Renowned 'Big Short' investor Michael Burry has expressed concerns that the market has 'jumped the shark,' indicating his belief that investors are making fundamental errors in their current strategies.
Investor Michael Burry has reportedly made a significant and unexpected move concerning GameStop Corp. (GME).
Renowned investor Michael Burry, famous for his prediction of the 2008 housing crash, has issued a warning that the current boom in AI stocks constitutes an asset bubble. He points to excessive venture capital and debt funding for many unprofitable AI startups.
JPMorgan Chase CEO Jamie Dimon has joined other forecasters like Michael Burry in warning that markets exhibit 'too much exuberance,' signaling a potential correction.
Soros Fund Management disclosed new stakes in companies like Talkspace and increased holdings in Nvidia and Warner Bros. Discovery during the first quarter. Separately, Michael Burry's Scion Asset Management revealed new investments in a pharma giant and an oil stock.
Investor Michael Burry has reportedly purchased shares in a struggling fintech company following its recent earnings report.
Michael Burry, Paul Tudor Jones, and a Nobel laureate are among those who foresee an impending reckoning in the stock market.
Noted investor Michael Burry is reportedly increasing his holdings in Lululemon Athletica (LULU) stock, acquiring shares while the company's valuation is at multi-year lows.
Investor Michael Burry has issued a new warning, stating that the current stock market environment feels akin to the final months leading up to the dotcom bubble burst.

Semiconductor stocks, including AMD, Qualcomm, and Intel, have delivered strong quarterly results, leading to concerns from star investor Michael Burry who warns of a potential market bubble.
Investor Michael Burry has compared the current Nasdaq surge to the dot-com bubble of the late 1990s, noting that SNDK's performance is surpassing the 1999 QCOM record.

Investor Michael Burry stated that the current market conditions feel like "the last months of the 1999-2000 bubble," suggesting that stock movements are not driven by jobs or consumer sentiment.
Investor Michael Burry, known for predicting market crashes, is reportedly betting against artificial intelligence stocks and instead doubling down on other specific investments, citing potential market bubbles.

Noted 'Big Short' investor Michael Burry has exited his entire position in GameStop. This move comes after a significant eBay bid and amid reports of him also shorting Palantir.
Investor Michael Burry, known from 'The Big Short,' confirmed that he has sold his position in GameStop and is now shorting Palantir.
Investor Michael Burry, known for 'The Big Short,' has reportedly made another significant short bet as the historic rally in chip stocks concludes.
Michael Burry, known from 'The Big Short,' has reportedly made a significant investment move, prompting discussion on whether others should follow his strategy.
Investor Michael Burry suggests that tech stocks may be more expensive than they appear, prompting a debate on whether their perceived value is an illusion.

Investor Michael Burry has expanded his portfolio with a new bet on Microsoft and is doubling down on what he perceives as undervalued software and fintech payment stocks.
Michael Burry, known from 'The Big Short,' has reportedly dismissed fears of a 'SaaS Armageddon' and disclosed his investments in three specific software stocks.
Avis Budget Group's stock continues to rise significantly, a performance that investor Michael Burry has controversially described as 'dumb luck'.
Michael Burry, the investor known from 'The Big Short', has stated that a sudden market crash following a record surge would lead to uncharted economic territory.

Investor Michael Burry has reportedly bought the dip in Salesforce and other software stocks following an AI-fueled sell-off. He expressed confidence that technical pressures from private credit and software debt issues would not significantly affect these stocks for much longer.
Michael Burry has reportedly added to his Nvidia put options, prompting market discussion on whether investors should buy, sell, or hold NVDA stock.
Billionaire investor Michael Burry has expressed his opinion that Anthropic poses a serious competitive threat to Palantir stock.
Michael Burry has reportedly characterized retirement savings as 'exit liquidity' for insiders, a comment made in the context of SpaceX's potential impact on 401(k)s.
"Big Short" investor Michael Burry argues that high-flying tech stocks are more richly valued than commonly perceived, attributing this to the impact of stock-based compensation.
Michael Burry's Scion Asset Management has reportedly purchased shares in JD.com and Alibaba, while also increasing its put options on Nvidia, indicating specific investment moves by the renowned investor.
Wedbush has dismissed Michael Burry's bear case for Palantir as 'fictional,' even as the company's stock saw a $23 billion reduction in value.
Shares of Palantir Technologies have declined after comments made by investor Michael Burry, prompting discussions among investors about buying the dip.
"Big Short" investor Michael Burry has publicly supported billionaire Bill Ackman's prediction of a significant return on investment for Fannie Mae and Freddie Mac.
Investor Michael Burry has stated that initial public offerings (IPOs) for Fannie Mae and Freddie Mac could occur in 2027 "at best."
An analysis explores whether investor Michael Burry's predictions regarding AI stocks might prove correct, even if his initial reasoning was flawed.
Investor Michael Burry has issued a warning that the market is like a 'coiled spring,' suggesting it is set for a violent crash.
Michael Burry of "The Big Short" fame said markets have become "more fragile." Jim Spellman/Getty Images; Tyler Le/BI Pricey US stocks are long overdue for a painful correction, Michael Burry wrote on his Substack. He warned that a return to historical valuations would require the S&P 500 to be cut in half. The "Big Short" investor said the index-fund and buyback booms have supported stocks but may falter. US stocks could suffer a devastating crash as the forces propping them up falter, Mic...
Investor Michael Burry, known for predicting the 2008 financial crisis, has compared Nvidia's substantial purchase commitments to the speculative peak of Cisco during the dot-com bubble, warning of significant risk.
Investor Michael Burry, known from 'The Big Short,' has issued a warning that Nvidia's current stock trajectory resembles Cisco's during the dot-com bubble, suggesting a potential market correction.
Michael Burry, known from 'The Big Short', has expressed a significant regret concerning his investment in Apple back in 1998.
An article discusses famed 'Big Short' investor Michael Burry's dire prediction about Palantir stock, with the author disagreeing with his assessment.
Michael Burry, known for 'The Big Short,' is reportedly increasing his scrutiny of Palantir, suggesting a continued bearish stance on the company.
Vinod Khosla says stock prices aren't the way to evaluate AI bubbles. Mert Alper Dervis/Anadolu via Getty Images Vinod Khosla says the rise of AI might warrant steeper taxes on capital and none for most workers. The billionaire VC wrote on X that AI displacing workers could shrink the labor part of the economy. Khosla wrote that some popular tax breaks were "special interest goodies" and not "true capitalism." If artificial intelligence eliminates millions of jobs, it might make sense to scrap income taxes for the vast majority of Americans and target capital instead, Vinod Khosla says. "AI will transform economies and need a rethink of capitalism & equity," the billionaire venture capitalist wrote in an X post on Monday. "Labor portion of economy (vs capital) will decline sharply. Should we eliminate preferential treatment of capital gains tax and equalize to ordinary income?" Khosla — who cofounded Sun Microsystems and made the first VC investment in OpenAI — was making the point that AI replacing labor on a grand scale might warrant greater taxes on assets such as stocks and real estate. The veteran financier, who founded Khosla Ventures after leaving Kleiner Perkins, attached a video highlighting some of the jobs that could be taken by AI, from accountants and therapists to truck drivers and chip designers. AI will transform economies and need a rethink of capitalism & equity. Labor portion of economy (vs capital) will decline sharply. Should we eliminate preferential treatment of capital gains tax and equalize to ordinary income? 40% of capital gains taxes are paid by those with… pic.twitter.com/7oSA9xj5Ko — Vinod Khosla (@vkhosla) February 16, 2026 Khosla said in a follow-up post that ramping up taxes on capital would generate so much revenue that the government could scrap taxes for most of the roughly 150 million US taxpayers. "Could easily eliminate bottom 125 million taxpayers from the tax rolls and be revenue neutral at the same time with a capital gains tax equal to ordinary income and a few other tweaks," he wrote. He added that tax breaks such as carrying over tax losses and tax-free borrowing against unrealized gains — which he called a "true abuse!" — are "special interest goodies inserted by lobbyists and campaign contributions, not true capitalism." Khosla didn't address common critiques of higher taxes, including that they can discourage entrepreneurship and investment, that collecting them can be tricky, and that wealthy people may leave the country to avoid them. Khosla has previously underscored that the advent of AI may require sweeping policy changes. He estimated in late 2024 that in 25 years' time, AI could be doing 80% of the work in 80% of all jobs, and universal basic income might be needed to compensate for job destruction. "As AI reduces the need for human labor, UBI could become crucial, with governments playing a key role in regulating AI's impact and ensuring equitable wealth distribution," he wrote on his firm's website. Khosla isn't alone in predicting AI will change the fabric of society. Elon Musk suggested late last year that work could become "optional" and money might become "irrelevant" if advances in AI and robotics generate abundant resources for all. Moreover, the Tesla and SpaceX CEO recently said that retirement savings may not be needed in 10 or 20 years, as everyone might have "whatever stuff they want." However, skeptics such as Michael Burry of "The Big Short" fame have cautioned the AI boom is a speculative bubble, tech companies are overinvesting in microchips and data centers that will quickly become obsolete, and true AI is further away than many think. Read the original article on Business Insider
Investor Michael Burry has reportedly issued a rare technical warning regarding Palantir stock, drawing attention to potential market concerns.
Michael Burry, known for 'The Big Short,' has labeled Nvidia's AI spending as 'fugazi,' suggesting billions in GPUs are hidden through a complex financing structure.
Investor Michael Burry, known for predicting the 2008 financial crisis, has reportedly made 'bombshell' comments regarding the potential IPOs of SpaceX and OpenAI. His remarks are drawing attention from the financial and tech communities.
Michael Burry, known for 'The Big Short,' has issued a warning about Nvidia stock, suggesting it faces a historically high risk of an 'aggressive fall,' and criticized the trend of AI 'tokenmaxxing.'
Investor Michael Burry has reportedly doubled down on his predictions regarding the stock market and the role of artificial intelligence for the year 2026.
Noted investor Michael Burry has reportedly acquired shares in a struggling, overlooked fintech company, signaling a potential contrarian investment strategy.
Renowned investor Michael Burry has indicated that he sees an attractive entry point for investing in JD.com Inc. (JD).
Investor Michael Burry has indicated a positive sentiment towards Autodesk Inc. (ADSK) stock.
Warren Buffett's Berkshire Hathaway is reportedly sitting on a record $397 billion in cash, while 'Big Short' investor Michael Burry has placed a $1 billion bet against artificial intelligence stocks, drawing parallels to the 1999 tech bubble.

"Big Short" investor Michael Burry has issued a warning that the current artificial intelligence boom bears a strong resemblance to the dot-com bubble. Concurrently, Burry has been increasing his investments in several beaten-down stocks.
Investor Michael Burry has issued a warning about a potential dot-com bubble forming in the Nasdaq, prompting questions about Bitcoin's role as a hedge or a potential casualty in such a scenario.
Michael Burry, known from 'The Big Short,' and renowned economist Ed Yardeni present starkly different predictions for the stock market, with one forecasting a significant rise and the other an imminent crash.
Investor Michael Burry suggests the stock market has reached a critical point, implying a potential downturn, and advises on an ETF that could be affected if his prediction is correct.
The Federal Home Loan Mortgage Corporation (FMCC) has been identified as one of Michael Burry's top investment picks for 2026.
Michael Burry reportedly maintains his support for Adobe Inc (ADBE) even in the face of recent analyst downgrades.
MercadoLibre's stock has fallen below its 50% retracement level following recent earnings reports. Noted investor Michael Burry has reportedly capitalized on the dip by purchasing shares.
Michael Burry, the investor famously depicted in 'The Big Short,' has expressed concerns that the current market has 'jumped the shark,' outlining what he believes investors are misinterpreting.
Investor Michael Burry has weighed in on GameStop's eBay bid, describing it as "hostile," following claims made by Ryan Cohen, drawing attention to the ongoing corporate drama.
Michael Burry, the 'Big Short' investor, has clarified on his Substack why he divested his GameStop holdings, citing Ryan Cohen's bid for eBay as a key factor in his decision.
Investor Michael Burry has reportedly sold his entire stake in a surging meme-stock giant, a move that has drawn significant attention in the financial markets.
GameStop has made an unsolicited $56 billion bid to acquire the online auction giant eBay, stirring significant social media hype and market speculation. This bold move has led to legendary investor Michael Burry reportedly selling his shares in the company.
Investor Michael Burry, known for his role in 'The Big Short,' has reportedly sold his entire stake in GameStop. This move marks a significant development for the stock that experienced a dramatic surge earlier in the year.
An analysis explores whether investors should follow Michael Burry's lead and purchase Microsoft stock ahead of its third-quarter earnings report.
Michael Burry's recent investment strategy is drawing attention to growing concerns of a market "melt-up," characterized by technology megacaps pushing benchmark indexes to new highs while the broader market underperforms.
Famed investor Michael Burry, known for his predictions, has reportedly purchased shares in a major technology company that has seen its stock price decline.
Renowned investor Michael Burry has reportedly acquired Salesforce stock, seemingly shrugging off broader concerns about a 'software apocalypse' and prompting questions for other investors.
Famed 'Big Short' investor Michael Burry has once again stated that 'shorts are not forever,' offering his perspective on current market trends and future predictions.
Investor Michael Burry, known for predicting the 2008 financial crisis, has reportedly delivered a 'shocking verdict' on the current state of software stocks.
Michael Burry, the investor renowned for "The Big Short," has stated that he does not anticipate the current robust stock market rally to crash out immediately.
Investor Michael Burry, after analyzing over a thousand reports, claims to have identified a $1.7 trillion 'earnings illusion' within the tech stock market.
Renowned 'Big Short' investor Michael Burry has expressed a bearish outlook on Palantir, stating it is worth less than $50 a share and betting against it for 2026.
Noted investor Michael Burry has reportedly bought Alibaba stock, leading to speculation and advice on whether other investors should follow suit.
Michael Burry, the investor famed for 'The Big Short,' has issued a warning about the potential for an artificial intelligence bubble in the market. He advises against betting on a single dominant winner in the AI sector, suggesting such a strategy could backfire.

Palantir Technologies (PLTR) stock experienced a sudden recovery after a period of decline, with factors including mentions by Donald Trump, though investor Michael Burry of "Big Short" fame stated he continues to hold long-dated put options against the company, even as Trump praised the company while its stock was down and an Iran conflict dragged on.
Palantir's shares have sunk as investor Michael Burry's comments have revived fears about intense competition in the artificial intelligence sector, impacting the company's market valuation.
Palantir's stock experienced a significant drop after investor Michael Burry suggested that AI company Anthropic is outperforming Palantir.
Investor Michael Burry has publicly disputed the prevailing narrative of a housing shortage and called for significant reform of Government-Sponsored Enterprises (GSEs).
Investor Michael Burry's recent "Lights Out" comment is being interpreted as an ominous sign for the stock market, prompting concerns among investors.

Opinion pieces continue to explore former President Donald Trump's political style, influence, and legacy, including his public persona, his role in 'giving America back its heroes,' his Iran claims, and the war's preparedness, alongside essential insights into the Iran War. Investor Michael Burry also weighed in, stating that falling stock prices are Trump's 'kryptonite' in the Iran war, indicating a key vulnerability for the former president.
Famed investor Michael Burry has accused Nvidia of 'mafia-like' behavior, alleging it blocked AMD from a major Oracle AI deal and forced OpenAI to abandon Oracle's data center plans due to chip unavailability.
An investment article provides recommendations on three stocks to sell, drawing inspiration from the investment strategies of renowned investor Michael Burry.
Michael Burry, known for 'The Big Short,' states he will exit his position if GameStop proceeds with any acquisition of Bed Bath & Beyond.

"This is not business as usual. This is risk," Burry said of Nvidia's surge in purchase obligations.
Michael Burry, known for 'The Big Short,' has stated that Palantir is worth $46, significantly lower than its current trading price of $130, prompting questions about the stock's true value.
A data center executive has publicly challenged prominent AI skeptics, including investors Michael Burry and Jim Chanos, comparing them to Lex Luthor's monkey army in 'Superman' for their warnings about artificial intelligence.
Investor Michael Burry has voiced concerns regarding Palantir, specifically highlighting CEO Alex Karp's substantial $17.2 million private jet expenses.
GameStop CEO Ryan Cohen GameStop GameStop CEO Ryan Cohen channeled Warren Buffett in a fiery post titled "The Hollow Men" on X. He took aim at directors, executives, and managers who collect big money and shirk responsibility. Michael Burry said Cohen has "rougher edges than Buffett," but he's "more modern in approach." Ryan Cohen seems to be doing his best Warren Buffett impression, just like Michael Burry suggested. The billionaire GameStop CEO and Chewy cofounder channeled the legendary investor in a lengthy X post titled "The Hollow Men" on Wednesday. Cohen railed against a "new, parasitic class of corporate bureaucrat: The Risk-Free Insider." He lambasted independent directors who don't dare rock the boat and risk losing their cushy, well-paid jobs. He berated corporate bosses who balk at tying their fortunes to their company's success — they collect big bonuses if its stock price rises, and receive huge payouts if they tank the business and leave. He also chastised managers who avoid accountability by hiring expensive consultants to blame if things don't work out. Cohen labeled those three groups the "hollow men of the boardroom" who "wear the right suits" and "say the right buzzwords" but have little skin in the game. Risking your own bottom line is the "only thing that keeps a business honest," Cohen wrote. He called for a return to an "owner's mentality," where bosses treat shareholders' money as if it were their own. He warned that failure to change would mean "iconic American franchises hollowed out by fees, managed for the benefit of the Insiders, while the true owners — the shareholders — are left holding the bag." Ryan has rougher edges than Buffett, but that just makes him more modern in approach. https://t.co/p0R06M2Ojr — Cassandra Unchained (@michaeljburry) February 18, 2026 Burry shared Cohen's post and wrote: "Ryan has rougher edges than Buffett, but that just makes him more modern in approach." The investor-turned-writer of "The Big Short" fame and GameStop shareholder has been touting the opportunity for Cohen to transform GameStop through acquisitions, drawing parallels to how Buffett reshaped Berkshire Hathaway from a failing textile mill into a $1 trillion conglomerate over six decades. Following Buffett's lead Buffett, who recently stepped down as Berkshire's CEO, has frequently taken aim at crony directors, overpaid executives, and costly consultants. In his shareholder letter for 2019, he bemoaned that many independent directors don't spend a penny of their own money on shares of the companies they're overseeing — and high fees heavily incentivize them to be compliant in the hope of landing additional, lucrative board seats. "When seeking directors, CEOs don't look for pit bulls," Buffett wrote. "It's the cocker spaniel that gets taken home." Buffett joked that he was the "Typhoid Mary of compensation committees," as he'd only ever been appointed to one despite sitting on 18 different boards up to that point. Time and again, Buffett has espoused an owner's mentality, underpinned by having more than 99% of his net worth in Berkshire stock. "We want to make money only when our partners do and in exactly the same proportion," he and the late Charlie Munger wrote in their "Owner's Manual" for Berkshire shareholders. "Moreover, when I do something dumb, I want you to be able to derive some solace from the fact that my financial suffering is proportional to yours," Buffett added. Cohen has diverged from Buffett's playbook in some ways, such as buying bitcoin for GameStop last year, and recently agreeing a compensation package worth tens of billions if he hits certain market-value and profit milestones. But he's also refused a salary as GameStop CEO, built a roughly 9% stake in the video-game retailer, urged frugality across the business, and even modeled its investor-relations website on Berkshire's homepage. Cohen's tirade against the "Risk-Free Insider" is certainly rooted in Buffett's philosophy too, even if he's harsher in his wording as Burry said. Read the original article on Business Insider
Michael Burry's assessment that Palantir is only worth $46 per share is being disputed by analysts.
Here are some basic technical metrics that every investor should be aware of. They can be used as a check on our fundamental analysis.