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 acto

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.