Sep. 10 at 2:44 PM
$NVDA $PLTR Not surprised. He missed his best opportunity and
$PLTR was back at about the place where he took out his short position (
$180-ish). By the time December rolls around, I expect he will have sold his 2027 position. As I’ve said before, he’s way premature on betting on the collapse of what is essentially a ground-breaking industry/technology. His big short was taken out just before the peak of the mortgage boom and the timing was good.
Not his time, this time. The peak is many quarters, if not years, away.