These software stocks are well-positioning for any AI scenario: Citi

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DA Davidson: 'We read all 10,000 words in Michael Burry's newsletter and found no new reason to worry about Palantir'

February 12, 2026 11:54 AM EST

DA Davidson: 'We read all 10,000 words in Michael Burry's newsletter and found no new reason to worry about Palantir'.

The analyst comments "We will start by saying we appreciate and respect Michael Burry and follow his work closely. We find his criticism of the AI cycle thoughtful and well founded, specifically on the topic of data center deprecation. Having said that, we believe this morning's report regarding Palantir does not present new evidence or an argument that would cause us to change our positive view on... More