Investor Michael Burry, known for his prescient housing market call in *The Big Short*, is short on Nvidia, Palantir Technologies, and Tesla. The article argues for buying Nvidia, holding Palantir, and selling Tesla. Burry reportedly doubts that hyperscalers are getting strong returns on their AI investments, which could lead them to cut infrastructure spending. However, the article notes no sign of slowing, citing Alphabet increasing its 2026 forecast and planning to spend significantly more in 2027, and Taiwan Semiconductor Manufacturing upping its spending on new fabs. Nvidia is described as trading at a valuation of just above 15 times fiscal 2028 analyst earnings estimates. Palantir trades at a forward price-to-sales multiple of nearly 39.5 and a forward P/E of 86, but the article suggests it could become one of the largest companies in the world over the next decade, making it a hold.