Michael Burry Thinks Anthropic is Eating the Lunch of Palantir — Is He Right?

Michael Burry Thinks Anthropic is Eating the Lunch of Palantir — Is He Right?

The post Michael Burry Thinks Anthropic is Eating the Lunch of Palantir — Is He Right? appeared first on 24/7 Wall St.. Quick Read Palantir (PLTR) faces pressure from bearish investor Michael Burry who argues Anthropic’s AI could disrupt the company’s business model, but broader market rally in March and software sector recovery are supporting a counterargument as the S&P 500 reaches new all-time highs. Markets may be overreacting to disrupti…

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Michael Burry is reportedly bearish on Palantir, arguing its valuation exceeds fundamentals. His stance reflects ongoing debate about high-growth tech valuations in a changing rate environment.... Article link