Michael Burry, known for “The Big Short,” is bearish on Nvidia and Palantir, while Warren Buffett added Alphabet stock to Berkshire Hathaway’s portfolio. Burry’s short-term trade logic contrasts with Buffett’s long-term AI investment strategy. The debate arises: who got the AI trade right, Buffett or Burry? Buffett’s recent AI debut with Alphabet indicates a deeper motivation behind his decision. The contrasting views of Burry and Buffett on AI reveal insights into their investment philosophies and potential outcomes. Buffett’s choice of Alphabet suggests a long-term view on AI’s resilience and growth potential. Burry’s skepticism centers on concerns over Palantir’s high valuation and Nvidia’s accounting practices in the AI industry. While Burry’s short positions on Palantir and Nvidia may have yielded short-term gains, Buffett’s move to invest in Alphabet reflects a strategic long-term approach to the AI revolution. Buffett’s contrarian investing style and focus on established AI leaders like Alphabet may prove to be more profitable in the long run. The discussion between Buffett and Burry exemplifies the contrasting perspectives on AI investments and the potential outcomes over time.

Read more at Nasdaq: Warren Buffett and Michael Burry Are on Opposite Sides of Artificial Intelligence (AI). Here’s What Burry Might Be Missing.