emergencyBreaking NewsTax Cuts and Deportations Pull Social Security Insolvency Forward to 2032ARK Invest Rotates Capital From Medical Hardware Into Genomic Data and Cloud InfrastructureOil Inflation Triggers Bond Sell-Off and Market SlideHousing inventory growth is nearing zero — and could turn negative as mortgage rates hover below 6.5%A $226 million stock purchase signals that Berkshire’s new leadership sees value where others see riskTax Cuts and Deportations Pull Social Security Insolvency Forward to 2032ARK Invest Rotates Capital From Medical Hardware Into Genomic Data and Cloud InfrastructureOil Inflation Triggers Bond Sell-Off and Market SlideHousing inventory growth is nearing zero — and could turn negative as mortgage rates hover below 6.5%A $226 million stock purchase signals that Berkshire’s new leadership sees value where others see risk

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Home/Briefs/equities

BriefApril 10, 2026 · 02:18 PM

Anthropic's ARR growth reveals Palantir's scale inefficiency

Palantir stock faces a forecasted multiyear decline. This projection follows Michael Burry's identification of Anthropic's annual recurring revenue climbing from $9 billion to $30 billion in a few months. Burry notes that enterprises are shifting toward cheaper and more intuitive AI solutions. Palantir took 20 years to reach $5 billion in annual recurring revenue. Burry has positioned for this decline through long-dated put options.

Carson Covington

EquitiesShort SellingAI Market Share

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Housing inventory growth is nearing zero — and could turn negative as mortgage rates hover below 6.5%

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