Cassandra Unchained (@michaeljburry) / X

Cassandra Unchained

1,076 posts

Cassandra Unchained

@michaeljburry

Official X account for Michael Burry, MD, called "Cassandra" by Warren Buffett. Now on Substack with the full story.

lỗ nhớ

Joined November 2011

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1.9M

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Cassandra Unchained
@michaeljburry
Jul 3
Read the latest Trading Post - a new short and additions to five longs. open.substack.com/pub/michaeljbu…
190K
Cassandra Unchained
@michaeljburry
Oct 31, 2025
Sometimes, we see bubbles. Sometimes, there is something to do about it. Sometimes, the only winning move is not to play.
15M
Cassandra Unchained
@michaeljburry
Nov 12, 2025
Me then, me now. Oh well. It worked out. It will work out
8.5M
Cassandra Unchained
@michaeljburry
Nov 10, 2025
Understating depreciation by extending useful life of assets artificially boosts earnings -one of the more common frauds of the modern era. Massively ramping capex through purchase of Nvidia chips/servers on a 2-3 yr product cycle should not result in the extension of useful
5.6M
Cassandra Unchained
@michaeljburry
Nov 13, 2025
So, I bought 50,000 of these things for $1.84. Each of those things is 100 doodads. So I spent $9,200,000, Not $912,000,000. @CNBC @WSJ @FT Each of those doodads let me sell $PLTR at $50 in 2027. That was done last month. On to much better things Nov 25th.
8.2M
Cassandra Unchained
@michaeljburry
Nov 4, 2025
Fake news! I am not 5’6” (not that there is anything wrong with that). And journalists reporting on 13Fs, none more fake.
2.2M
Cassandra Unchained
@michaeljburry
Nov 3, 2025
These aren’t the charts you are looking for. You can go about your business.
2.4M
Cassandra Unchained
@michaeljburry
Nov 10, 2025
Doesn’t surprise me one bit that Alex Karp and his “ontology” @PalantirTech cannot crack a simple 13F. A fundamental principle of any rigorous ontological/epistemological model - whether philosophical or in data science – is recognizing when your information set is insufficient
1.7M
Cassandra Unchained
@michaeljburry
Nov 8, 2025
2025 study, 2020 tweet, my first and last words on COVID. sciencedirect.com/science/articl…
670K
Cassandra Unchained
@michaeljburry
Nov 3, 2025
Replying to @michaeljburry
Move along
727K
Cassandra Unchained
@michaeljburry
Nov 17, 2025
Author Michael Lewis has a terrific podcast called Against the Rules available on Apple, Spotify etc. Michael is interviewing me very soon for the 10th anniversary of the movie $TheBigShort and the 15th anniversary of his book. This will be part of a series of podcasts called
open.spotify.com
Against the Rules with Michael Lewis
Podcast · Pushkin Industries · Journalist and bestselling author Michael Lewis explores the figures in American life who rely on the public's trust, whether in sports, in business, in the courtroom,...
765K