5 ms·

Palantir's valuation is far more egregious than Nvidia's. Palantir is Becky (IBM) with the good hair.

piltdownman 1y ago
You're betting against a middle-east Marshall Plan and AIPAC lobbyists vs. a company that just set up its AI industrial Hub in Europe and has some serious compute-engine hosting cost sticker-shock incoming. As far as I can see, shorting Thiel is shorting Israel at the moment. Don't do it while Trump is in Cabinet and pressuring Tel Aviv to pardon Bibi.
- devJdeed 1y ago
  SHORT SHORT SHORT. Someone has to pay the price for the G side.
- impossiblefork 1y ago
  But how would those guys keep the stock price up?
- UltraSane 1y ago
  I will never understand what it is about Israel that makes people lose their minds.
  - pphysch 1y ago
    Not minds; lives.
    - UltraSane 1y ago
      Thank you for proving my point
      - deleted 1y ago
        [deleted]
      - pphysch 1y ago
        People are opposed to Israel due to its ongoing mass murder (and rape) campaign. Normal people are opposed to those violent acts and may even get angry about them.
        UltraSane 1y ago
        "People are opposed to Israel due to its ongoing mass murder (and rape) campaign." But the same people tend to completely ignore or outright support Hamas doing the exact same thing.
        willis936 1y ago
        Because one is actively sponsored by their own nation while the other is not. Their tax dollars are being spent for those atrocities. Or is that not something people should quibble about?
        UltraSane 1y ago
        Again, thanks for proving my point.
        willis936 11mo ago
        This isn't the kafka trap you think it is because any reasonable reader would see the glaring false equivalence. Supporting atrocities is upsetting and something we have agency over. How do you not see this?
        UltraSane 11mo ago
        I honestly don't understand how this relates to people actively supporting Hamas attacking Israel and killing civilians.
        willis936 11mo ago
        It relates to people ignoring Hamas. We have nothing to do with Hamas. People support the human rights of Palestinians because they support the human rights of all humans. I didn't address supporting Hamas because it wouldn't have been a generous interpretation of your argument. Where have you seen Hamas support? I have only seen it when Palestinian support is equated to Hamas support to justify atrocities.
  - JumpCrisscross 1y ago
    > never understand what it is about Israel that makes people lose their minds Availability heuristic [1]. Flat earthers and folks deep in their small-country national politics do the same thing, overestimating the causal weight of the thing they’re obsessing about to any effect. The useful takeaway is to recognize when you do it in smaller doses. What’s the first explanation you tend to have a hunch for explaining phenomena which are too diverse to be reasonably explained by a single factor. [1] https://en.wikipedia.org/wiki/Availability_heuristic https://en.wikipedia.org/wiki/Availability_heuristic
  - sndjdbs 1y ago
    [dead]
- ivape 1y ago
  That was actually my own gut reaction to Palantir's valuation. There is some massive entity that is propping that up, and I can easily see it being a state actor. NVDA on the other hand ... What are you going to really do about something that posts 40B+ in revenue every quarter? Okay, you can short it I suppose. You'd have to time it with the expected drop off in AI compute spend, which means if you have a history of being early (which Burry does), you will lose.
blitzar 1y ago
> 5 million Palantir shares worth $912 million, and 1 million Nvidia shares worth $187 million The Nvidia trade is a rounding error compared to Palantir (which looks a bit oversized given it is 1/400th of the entire market cap)
- mvdtnz 1y ago
  20% is not a rounding error...
spencerflem 1y ago
They’re betting the Govt will print a trillion dollars for their buddy.
kristianp 1y ago
> Palantir is Becky (IBM) with the good hair I've googled "becky with the good hair" [1] and I still have no idea what that sentence means. [1] https://en.wikipedia.org/wiki/Sorry_(Beyonc%C3%A9_song) https://en.wikipedia.org/wiki/Sorry_(Beyonc%C3%A9_song)
- prodigycorp 11mo ago
  It goes a lot better if you don't think about it. But this is HN, I'll explain the logic. I split Becky into two: IBM is Vanilla Becky. Palantir is Becky with the good hair. But don't get it twisted, they are both Becky. Don't fall for Becky.

You're betting against a middle-east Marshall Plan and AIPAC lobbyists vs. a company that just set up its AI industrial Hub in Europe and has some serious compute-engine hosting cost sticker-shock incoming. As far as I can see, shorting Thiel is shorting Israel at the moment. Don't do it while Trump is in Cabinet and pressuring Tel Aviv to pardon Bibi.

devJdeed 1y ago
SHORT SHORT SHORT. Someone has to pay the price for the G side.
impossiblefork 1y ago
But how would those guys keep the stock price up?
UltraSane 1y ago
I will never understand what it is about Israel that makes people lose their minds.
- pphysch 1y ago
  Not minds; lives.
  - UltraSane 1y ago
    Thank you for proving my point
    - deleted 1y ago
      [deleted]
    - pphysch 1y ago
      People are opposed to Israel due to its ongoing mass murder (and rape) campaign. Normal people are opposed to those violent acts and may even get angry about them.
      - UltraSane 1y ago
        "People are opposed to Israel due to its ongoing mass murder (and rape) campaign." But the same people tend to completely ignore or outright support Hamas doing the exact same thing.
        willis936 1y ago
        Because one is actively sponsored by their own nation while the other is not. Their tax dollars are being spent for those atrocities. Or is that not something people should quibble about?
        UltraSane 1y ago
        Again, thanks for proving my point.
        willis936 11mo ago
        This isn't the kafka trap you think it is because any reasonable reader would see the glaring false equivalence. Supporting atrocities is upsetting and something we have agency over. How do you not see this?
        UltraSane 11mo ago
        I honestly don't understand how this relates to people actively supporting Hamas attacking Israel and killing civilians.
        willis936 11mo ago
        It relates to people ignoring Hamas. We have nothing to do with Hamas. People support the human rights of Palestinians because they support the human rights of all humans. I didn't address supporting Hamas because it wouldn't have been a generous interpretation of your argument. Where have you seen Hamas support? I have only seen it when Palestinian support is equated to Hamas support to justify atrocities.
- JumpCrisscross 1y ago
  > never understand what it is about Israel that makes people lose their minds Availability heuristic [1]. Flat earthers and folks deep in their small-country national politics do the same thing, overestimating the causal weight of the thing they’re obsessing about to any effect. The useful takeaway is to recognize when you do it in smaller doses. What’s the first explanation you tend to have a hunch for explaining phenomena which are too diverse to be reasonably explained by a single factor. [1] https://en.wikipedia.org/wiki/Availability_heuristic https://en.wikipedia.org/wiki/Availability_heuristic
- sndjdbs 1y ago
  [dead]
ivape 1y ago
That was actually my own gut reaction to Palantir's valuation. There is some massive entity that is propping that up, and I can easily see it being a state actor. NVDA on the other hand ... What are you going to really do about something that posts 40B+ in revenue every quarter? Okay, you can short it I suppose. You'd have to time it with the expected drop off in AI compute spend, which means if you have a history of being early (which Burry does), you will lose.

blitzar 1y ago

> 5 million Palantir shares worth $912 million, and 1 million Nvidia shares worth $187 million The Nvidia trade is a rounding error compared to Palantir (which looks a bit oversized given it is 1/400th of the entire market cap)

mvdtnz 1y ago
20% is not a rounding error...

spencerflem 1y ago

They’re betting the Govt will print a trillion dollars for their buddy.

kristianp 1y ago

> Palantir is Becky (IBM) with the good hair I've googled "becky with the good hair" [1] and I still have no idea what that sentence means. [1] https://en.wikipedia.org/wiki/Sorry_(Beyonc%C3%A9_song) https://en.wikipedia.org/wiki/Sorry_(Beyonc%C3%A9_song)

prodigycorp 11mo ago
It goes a lot better if you don't think about it. But this is HN, I'll explain the logic. I split Becky into two: IBM is Vanilla Becky. Palantir is Becky with the good hair. But don't get it twisted, they are both Becky. Don't fall for Becky.