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Burry Media Critique

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Burry Media Critique

B
Benzinga

3 Views • Mar 17, 2026

Description

Michael Burry pushed back on media coverage of his Palantir short, saying outlets missed his core valuation and accounting concerns. He argues Palantir is a low-margin consulting firm dressed as an AI platform, flagging rising accounts receivable, heavy stock dilution, and a fair value of ~$46/share — implying a 60–65% downside. CEO Alex Karp dismissed the claims.