The man who called the 2008 housing crash is now betting Palantir — Wall Street's AI darling, will lose 70%+ of its value, armed with a 10,000-word Substack, hand-drawn charts, and put options expiring in 2027. His case: the numbers are real, but the price tag is pure fantasy. In November 2025, Michael Burry filed his quarterly 13F with the SEC. Hidden inside: put options on 5 million shares of Palantir Technologies. The notional value of those contracts — $912 million.