Micron Technology & Palantir

Micron Technology: Experienced volatile trading but surged on strong AI demand. Stock remains up significantly for the year.

Palantir: Raised its annual revenue forecast after reporting 'otherworldly' growth. Stock surged nearly 30%.

Micron Technology: Micron is a memory chip maker benefiting from AI data center demand. Burry added to his short position, but the company's outlook remains strong due to robust demand.

Palantir: Palantir is a data analytics company with AI exposure. Burry holds put options on the stock, reflecting his bearish view on AI valuations.

Micron Technology: Micron Technology's stock price moved lower despite better-than-expected quarterly results, contributing to the general trend of investor rotation out of AI chip stocks and into AI software stocks.

Palantir: Palantir stock price increased due to a new strategic collaboration with Nvidia and a general investor rotation into AI software stocks. The company will help U.S. government agencies run Nvidia's Nemotron models in secure environments.

Micron Technology: Micron is used as a valuation comparison; not directly impacted.

Palantir: Palantir's post-IPO performance is used as a comparison.