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Sharp Money
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Sharp, real-money disagreements — every day

We tell you which genius is about to be wrong.

When the legends split, someone brilliant is about to be wrong. Sharp Money finds the day's sharpest fight, lays out both cases at full strength, and calls the tell.

How Sharp Money works

The shouting is the show. The tell is the trade.

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Find the fight

Every day we scan real, disclosed, real-money positions for the sharpest disagreement in the market — legend against legend, or one great investor breaking from the crowd.

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Show the money

Both cases at full strength. Who is long, who is short, how much, and whether each side is adding or backing out. No hand-waving.

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Call the tell

We find the one thing one side sees that the market has priced wrong, call which way it breaks, and tell you what it means for your money.

Today's live fight

On the table right now

See every fight →
Live Fight

Burry vs. The Crowd: $1.1B against Nvidia and Palantir

Michael Burry bet $1.1 billion that two of the market's most crowded AI trades are priced for a perfection that won't arrive. Half a year in, the scoreboard is split.

Michael Burry — Scion Asset Management

Put options against Nvidia and Palantir — betting the AI trade is priced for perfection that won't hold.

The Crowd — Consensus / index flows

Held across index funds and retail portfolios on the thesis that AI infrastructure spend keeps compounding.

Michael Burry short
long The Crowd
$1.1B notional · Adding Broad consensus · Holding
Read the full call

The Tell

Michael Burry The Crowd

Split scoreboard — the fight is still live

Built for the fight

Three tools, one verdict.

The Tell Meter

Our editorial conviction gauge — which way we think the fight breaks, and how hard.

Bear case Bull case

Leaning bull

Money Flow

Who's long, who's short, how much, and who's adding versus backing out — visualized at a glance.

Bears · 38% Bulls · 62%

The Ledger

Every call, tracked in the open. When we're right, it's on the record. When we miss, the scorecard says so.

View the scorecard

Accountability

The scorecard, in the open

Full ledger →
Date The Fight The Tell Scorecard
2026-08-20 Burry vs. The Crowd — Nvidia & Palantir AI capex growth deceleration, next two reports Live
Archive Ackman vs. Icahn — Herbalife Regulatory catalyst never arrived; capital outlasted the story Wrong

Sharp Money just launched — this ledger will grow with every fight we call. The Herbalife entry is a historical case study, not a Sharp Money call. See our methodology.

Come sit at the table.

Be the one who saw it coming. One fight, one call, one email a day.