Michael Burry adds to Nvidia and Palantir shorts while loading up on Molina Healthcare, which is down 54% from its high

At the same time, he added a long stake in Molina Healthcare, a health‑insurer whose shares were reported to be 54 % below their recent peak. A separate report from Investing.com noted that Burry also doubled his short exposure to Nebius after that company’s stock jumped 34 % following an earnings release. The reports detail the specific stocks and the magnitude of price changes that accompanied Burry’s trades. Yahoo Finance highlighted the contrast between the expanding shorts on high‑growth tech names and the purchase of a heavily discounted healthcare stock.

Investing.com focused on the Nebius short, linking the increased bet to the 34 % earnings‑driven rally. The reported actions occur against a backdrop of heightened market volatility, where tech equities such as Nvidia and Palantir have experienced recent price swings, while healthcare stocks like Molina have endured steep declines. Short positions signal expectations of further price weakness, whereas buying a stock down 54 % from its high suggests a view that the price may be undervalued or poised for recovery. The juxtaposition of short bets in tech and a long position in a healthcare stock underscores the divergent performance of these sectors at the time of reporting.

Future attention will likely focus on price trajectories of Nvidia, Palantir, Molina Healthcare, and Nebius to gauge the effectiveness of Burry’s repositioning. Monitoring upcoming earnings releases, analyst commentary, and broader sector trends will indicate whether the short bets gain traction or if the Molina stake benefits from any rebound. Coverage does not specify Burry’s next steps, so market observers will watch for any further adjustments reported by the same financial news outlets.