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Burry Doubles Down on Nvidia Puts as AI Bubble Fears Grow

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The Story

News Summary

  • Michael Burry maintains bearish Nvidia and Palantir puts, increases Micron short, and boosts QQQ puts amid AI bubble concerns.
  • However, analysts like BofA's Arya remain structurally bullish on Nvidia's new financing platform strengthening its CUDA ecosystem.
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