The ‘Massive Quick’ investor Michael Burry is thought for his no-holds-barred criticism, and this time, it pointed in the direction of Palantir inventory (NASDAQ: PLTR). The millionaire, in his self-styled, posted a characteristically blunt message on X, that AI startup Anthropic (ANTH.PVT) is “consuming Palantir’s lunch.”
The Scion Asset Administration founder then deleted his tweet, however the injury was already achieved. Palantir inventory plunged 7.26% on Thursday following his daring assertion. Only a month in the past, Michael Burry warned that Google’s Alphabet inventory is about to face severe bother.
Michael Burry’s Blunt Tackle Palantir Inventory Stirrs the Hornet’s Nest
Michael Burry doesn’t blurt out daring proclamations with out backing them up with concrete knowledge. His tweet was not an issue within the inventory market circles, particularly for Palantir, however the knowledge he identified struck a chord in Wall Avenue. He first make clear Anthophic’s explosive progress, explaining that it climbed from $9 billion to $30 billion in annual recurring income (ARR) in only a few months.
He confused that companies are transferring towards cheaper choices to maintain revenues. That’s proof that enterprises need “simpler, cheaper, (and) intuitive” options, he stated. Nevertheless, this isn’t the case for Palantir, he stated, which took 20 years to achieve $5 billion. “It took (Palantir inventory) PLTR 20 years to get to $5 billion,” he wrote.
This isn’t the primary time that Michael Burry has had a beef with Palantir. In September 2025, he disclosed a major ‘quick place’ in Palantir inventory, remaining assured of its decline. He forecasted that the corporate would have a multiyear decline and shorted it by way of long-dated put choices. “PLTR can have authorities, which is low margin and small,” Burry wrote within the deleted submit. He additionally stated that Antrophic is rising at lightning pace, hinting that it may very well be the subsequent massive factor.
