Big Short investor Michael Burry resurfaced on X after two years, warning of an AI-driven bubble and revealing short bets against Nvidia (NVDA) and Palantir (PLTR). His fund, Scion Asset Management, also added stakes in Halliburton, Molina, and SLM. Burry's caution comes as Nvidia is up 54% and Palantir 175% in 2025 amid AI market euphoria.