short selling

Palantir crushed Q1 earnings with 85% revenue growth and Rule of 40 score of 145%, but stock fell 7% on valuation worries despite raised guidance.

Michael Burry bets Palantir stock falls 63% to below $50 per share by 2026, citing unsustainable 100x earnings valuation versus analyst consensus of $191.

Michael Burry bets against Palantir ($PLTR), predicting 60% decline from $128 to below $50, citing overvaluation despite strong AI demand fundamentals.

Michael Burry escalates short thesis against Palantir, citing Anthropic's explosive enterprise AI growth capturing 73% of new spending versus Palantir's consulting-dependent model.

Eric Jackson shorts SaaS stocks with excessive AI mentions, citing 5.4% underperformance. He favors cybersecurity and infrastructure plays showing tangible AI benefits.

Software stocks down 30% since November amid AI disruption concerns, despite solid earnings and 19% projected 2026 growth. Analysts see buying opportunity.

Short interest surges in hospitality and EV stocks as investors bet against overvalued companies. Choice Hotels, Lucid, and Avis lead with over 48% short positions.