@michaeljburry Cassandra Unchained

Cassandra Unchained posts on X about $pltr, ai, palantir, this is the most. They currently have [---------] followers and [---] posts still getting attention that total [----------] engagements in the last [--] hours.

Engagements: [----------] #

Mentions: [---] #

Followers: [---------] #

CreatorRank: [------] #

Social Influence

Social category influence stocks #216 technology brands #1469 finance cryptocurrencies #1051 social networks automotive brands countries musicians #3759 celebrities fashion brands

Social topic influence $pltr #2, ai #3584, palantir #15, this is #2597, pltr #184, youtube #8140, gme #8, in the #5459, $gme #21, history #4029

Top accounts mentioned or mentioned by @amitisinvesting @fetzinvests @hodlmagoo @grok @jawwwn_ @wsj @bloomberg @krossroads @zahertpi @cnbc @staypredictable @hrvatski_kanal @youtube @pltrs_palantir @barrons @etienne_breton @gregiskitty @brkmystery @arny_trezzi @longrivercm

Top assets mentioned Palantir Technologies Inc. (PLTR) GameStop, Corp. (GME) NVIDIA Corp. (NVDA) Tesla, Inc. (TSLA) Microsoft Corp. (MSFT) IBM (IBM) Bitcoin (BTC) Spotify Technology (SPOT) Metadium (META) Alphabet Inc Class A (GOOGL)

Top Social Posts

Top posts by engagements in the last [--] hours

"I bought [-----] of these things for $1.84 each. Now each of those things is [---] of the doodads. So I spent $9240000. Not $912000000. @CNBC @FT @WSJ Now each of those doodads would let me sell $PLTR at $50 in [----]. So well you know. In any event it is all said and done and on to better things"
X Link 2025-11-13T00:46Z 1.5M followers, 96K engagements

"But its Baidu 2021:Useful life 4-5 years for servers 2024: Useful life 5-6 years for servers Took a RMB [----] billion impairment on RMB 30.1B net PPE. (over 50%) Had RMB 8-11 billion cap ex each of last [--] years and Depreciation RMB [---] billion in [----] In [----] net income rose over 50% as a result of the useful life change. https://twitter.com/i/web/status/1990977620360430000 https://twitter.com/i/web/status/1990977620360430000"
X Link 2025-11-19T02:57Z 1.7M followers, 933.6K engagements

"1st page of the Buffet Partnership closing letter May [--] [----]. A year later the S&P [---] was down 30%. A decade later the S&P was down 3.4% from the date of his letter. The purchasing power of the dollar fell 54% and so did the value the S&P [---] in dollars. So the total inflation-included loss for investors over that decade was over 57%"
X Link 2025-11-19T18:59Z 1.7M followers, 683.4K engagements

"The idea of a useful life for depreciation being longer because chips from more than 3-4 years ago are fully booked confuses physical utilization with value creation. Just because something is used does not mean it is profitable. GAAP refers to economic benefits. Airlines keep old planes around for overflow during Thanksgiving or Christmas but are only marginally profitable on the planes all the same and not worth much at all. A100s take 2-3x more power per FLOP (compute unit) so cost 2-3x more in electricity alone than H100s. And Nvidia claims H100 is 25x less energy efficient than Blackwell"
X Link 2025-11-19T23:35Z 1.7M followers, 884.7K engagements

"Straw men do poorly in battle $NVDA Part [--] The Heretics Guide to the AI Stars Bubbles and Cockroaches https://michaeljburry.substack.com/p/unicorns-and-cockroaches-blessed https://michaeljburry.substack.com/p/unicorns-and-cockroaches-blessed"
X Link 2025-11-26T02:13Z 1.6M followers, 27.9K engagements

"My [----] free to all https://open.substack.com/pub/michaeljburry/p/foundations-my-1999-and-part-of-2000r=4repfn&utm_medium=ios https://open.substack.com/pub/michaeljburry/p/foundations-my-1999-and-part-of-2000r=4repfn&utm_medium=ios"
X Link 2025-11-28T13:13Z 1.6M followers, 26.9K engagements

"My [----] free to all https://open.substack.com/pub/michaeljburry/p/foundations-my-1999-and-part-of-2000r=4repfn&utm_medium= https://open.substack.com/pub/michaeljburry/p/foundations-my-1999-and-part-of-2000r=4repfn&utm_medium="
X Link 2025-11-28T13:16Z 1.6M followers, 28.5K engagements

"I never said I was short $TSLA in my SS post. @fortune @bloomberg The article also reports on an older $500 million bet. No it was $5 million. 13Fs and journalists The full text of what I wrote about Tesla in my SS post: Outgrowing dilution for purposes of achieving maximum present value for an enterprise is not easy. Tesla dilutes its shareholders at about 3.6% per year with no buybacks. The chart above shows the kind of present value destruction that this level of dilution can impart. With recent news of Elon Musks $1 trillion dollar pay package dilution is certain to continue. Teslas"
X Link 2025-12-02T14:32Z 1.6M followers, 30.1K engagements

"I never said I was short $TSLA in my SS post. @fortune @bloomberg The article also reports on an older $500 million bet. No it was $5 million. 13Fs and journalists The full text of what I wrote about Tesla: Outgrowing dilution for purposes of achieving maximum present value for an enterprise is not easy. Tesla dilutes its shareholders at about 3.6% per year with no buybacks. The chart above shows the kind of present value destruction that this level of dilution can impart. With recent news of Elon Musks $1 trillion dollar pay package dilution is certain to continue. Teslas market"
X Link 2025-12-02T14:35Z 1.6M followers, 31.7K engagements

"I never said I was short $TSLA in my SS post. @fortune @bloomberg The article also reports on an older $500 million bet. No it was $5 million. 13Fs and journalists The full text of what I wrote: Outgrowing dilution for purposes of achieving maximum present value for an enterprise is not easy. Tesla dilutes its shareholders at about 3.6% per year with no buybacks. The chart above shows the kind of present value destruction that this level of dilution can impart. With recent news of Elon Musks $1 trillion dollar pay package dilution is certain to continue. Teslas market capitalization is"
X Link 2025-12-02T14:40Z 1.6M followers, 34K engagements

"Available today author Michael Lewis (Liars Poker Moneyball etc.j interviews me for his podcast Against the Rules. https://www.pushkin.fm/podcasts/against-the-rules/michael-burry-speaks https://www.pushkin.fm/podcasts/against-the-rules/michael-burry-speaks"
X Link 2025-12-02T14:53Z 1.6M followers, 75K engagements

"Fun facts [--]. Even a $1 Trillion OpenAI raising $60B would not be near enough even though it would be the largest IPO raise in history by more than 2x. And will not change its Netscape fate. [--]. Over 90% of subscribers on Substack are free so almost every estimate of Substack revenue you see is 10x too much. [--]. I did not know there would be video released for my podcast with Michael Lewis- that much will be obvious if you come across it. [--]. Palantir is DiamondCluster. https://open.substack.com/pub/michaeljburry/p/michael-lewis-against-the-rules-podcastr=4repfn&utm_medium=ios"
X Link 2025-12-07T02:17Z 1.7M followers, 709.5K engagements

"If a point is worth making it is worth making twice"
X Link 2025-12-07T05:35Z 1.7M followers, 628.5K engagements

"I beat this drum hard in early [----]. "Prepare for #inflation" Burry tweeted on February [--] [----]. "#Inflation pressure building. The Fed is monetizing $80 billion of Treasury debt per month and now comes $Trillions in stimulus/debt + reopening" he tweeted four days later."#History is not useless" he said in another tweet. "This text explores the 1970s American #inflation which is more relevant today than one might think." https://markets.businessinsider.com/news/stocks/big-short-michael-burry-predicted-inflation-spike-investor-warned-tweets-2021-5-1030430103"
X Link 2025-12-07T06:25Z 1.7M followers, 374.8K engagements

"I published Fannie & Freddie Toxic Twins No More No More. It is a [--] min read not a light lift. My Excel models for these two are downloadable at the end of the article. https://open.substack.com/pub/michaeljburry/p/fannie-and-freddie-toxic-twins-nor=4repfn&utm_campaign=post&utm_medium=web https://open.substack.com/pub/michaeljburry/p/fannie-and-freddie-toxic-twins-nor=4repfn&utm_campaign=post&utm_medium=web"
X Link 2025-12-08T19:51Z 1.7M followers, 50.9K engagements

"The Supply-Side Gluttony Recurrence: Queries and Quibbles has been published. I took questions from the comment section of The Cardinal Sign of A Bubble: Supply-Side Gluttony and did my best to answer them long form. I cover $NVDA of course defend my chart and expand on misconceptions re: the demand/revenue side for generative AI among other topics. https://open.substack.com/pub/michaeljburry/p/the-supply-side-gluttony-recurrencer=4repfn&utm_medium=ios https://open.substack.com/pub/michaeljburry/p/the-supply-side-gluttony-recurrencer=4repfn&utm_medium=ios"
X Link 2025-12-12T03:47Z 1.7M followers, 30.2K engagements

"@BO8CAT Thank you and oh yes"
X Link 2025-12-16T14:24Z 1.7M followers, 43.1K engagements

"@MorgenHatton Thank you for taking time with it. I included primary source material for the reasons you mention"
X Link 2025-12-16T19:37Z 1.7M followers, 42.7K engagements

"@LouiseSmithNZ @YouTube Thank you for sharing Louise"
X Link 2025-12-17T08:42Z 1.7M followers, [----] engagements

"@Putsncoffee Appreciate that tidbit. Thank you"
X Link 2025-12-18T04:43Z 1.7M followers, [----] engagements

"@y7_y00ts I believe I mentioned here and on Substack that I am long MOH LULU and FOUR as positions I bought personally have been buying recently. When I had the fund I would often trade around SEC filing dates to avoid disclosure"
X Link 2025-12-18T07:11Z 1.7M followers, 10.2K engagements

"@Lil_Burry @YouTube Picked up the sticks again just today. Toms tuned [--] years ago still right there"
X Link 2025-12-18T08:10Z 1.7M followers, [----] engagements

"@diamondapeGme No"
X Link 2025-12-18T08:14Z 1.7M followers, 45.8K engagements

"Just some history .Around 1982-83 a friend (future Microsoft coder) and me created a stock market game (semi-random number generator) using Basic and his familys new IBM PC. We printed up and sold stock certificates to friends. He and I co-founded the Computer Science club at Santa Teresa High in [----]. I learned Pascal apl and HTML. APL when I worked in IBM at the Almaden Research Facility and Cottle Road campuses in HDA R&D circa [----] to [----]. The internal IBM network was all terminal based no WYSIWYG. Debugging was horrific. But we were used to using typewriters for long essays too. The"
X Link 2025-12-18T17:57Z 1.7M followers, 286.9K engagements

"@janeumayet @GregIsKitty In [----] when that book was written he was a force of nature. Reading that book made me understand what it took to be great like him and a certainty I could never do it. But I could try"
X Link 2025-12-18T23:33Z 1.7M followers, [----] engagements

"@Ricardo_Celini I believe Buffett was also responding to the valuation of Microsoft and other big tech of the time. He was getting beaten up in the press about not being in this stuff. ANd he gave a very nuanced answer that was not anti-tech at all"
X Link 2025-12-19T22:23Z 1.7M followers, 17.9K engagements

"I gave an interview to Barrons in late June [----] honestly trying to warn people about an imminent meme stock collapse. Barrons published the interview July [----] near the top for AMC. Within a month or two all were crashing and by year end [----] they had all collapsed. https://open.substack.com/pub/michaeljburry/p/foundations-the-big-short-squeezer=4repfn&utm_medium=ios https://open.substack.com/pub/michaeljburry/p/foundations-the-big-short-squeezer=4repfn&utm_medium=ios"
X Link 2025-12-20T05:17Z 1.7M followers, 53.2K engagements

"Exactly and sadly Exactly but sadly as I have said and emphasized many times on this topic and on Nvidia in general Nvidia is basically the gangster of the AI neighborhood and it has made sure to shut down any narrative that even hints at reducing GPU demand. Jensen has made it clear to every Exactly but sadly as I have said and emphasized many times on this topic and on Nvidia in general Nvidia is basically the gangster of the AI neighborhood and it has made sure to shut down any narrative that even hints at reducing GPU demand. Jensen has made it clear to every"
X Link 2025-12-21T07:42Z 1.7M followers, 396.7K engagements

"Two banks failed market fell I corrected myself at the bottom and suggested it was all clear to buy again"
X Link 2025-12-28T04:19Z 1.7M followers, 105.4K engagements

"@foxenflask @WSJ It will not be this month. I have more friends and family to celebrate the holidays with than I thought. So just getting back into the writing flow now"
X Link 2025-12-28T07:07Z 1.7M followers, 35.5K engagements

"@TrevorIRL @foxenflask @WSJ Definitely"
X Link 2025-12-28T08:09Z 1.7M followers, 37K engagements

"@toy59496 @BillAckman There is no competition here"
X Link 2025-12-31T06:48Z 1.7M followers, 14.7K engagements

"@jupiters_string @toy59496 @BillAckman Pretty dang ex"
X Link 2025-12-31T07:14Z 1.7M followers, [----] engagements

"Just about one more day to make donations for [----] and take the deduction. If one has significant gains in the market this year a donation seems just and right. Donate Now at the link below. https://togethercalifornia.org/giving/ https://togethercalifornia.org/giving/"
X Link 2025-12-31T07:26Z 1.7M followers, 197.3K engagements

"@7heDuke_ My sincere condolences for your loss and thank you"
X Link 2025-12-31T08:06Z 1.7M followers, [----] engagements

"@jazzplane @Hank_xbt [--] ft exactly so not tall not short I was [--] after back surgery forced me on my back for a long while But then gravity crammed me down to [--] even again I am short though next to my two [--] brothers"
X Link 2025-12-31T18:02Z 1.7M followers, 18.3K engagements

"@Roaringalpaca4 @Keith_Wasserman @jazzplane @Hank_xbt 3rd in line"
X Link 2026-01-01T18:21Z 1.7M followers, [----] engagements

"A little history free to anyone that so wishes. Foundations: My Summer of [----] https://open.substack.com/pub/michaeljburry/p/foundations-my-summer-of-1994r=4repfn&selection=7b9363cf-a0e5-4b29-b388-9dec084e411e&utm_campaign=post-share-selection&utm_medium=web&aspectRatio=square&textColor=%23ffffff&bgImage=true https://open.substack.com/pub/michaeljburry/p/foundations-my-summer-of-1994r=4repfn&selection=7b9363cf-a0e5-4b29-b388-9dec084e411e&utm_campaign=post-share-selection&utm_medium=web&aspectRatio=square&textColor=%23ffffff&bgImage=true"
X Link 2026-01-01T22:32Z 1.7M followers, 23K engagements

"@littlewishesorg I hope this helps You all are amazing"
X Link 2026-01-07T21:34Z 1.7M followers, 28.6K engagements

"Jack Clark @jackclarkSF Dwarkesh Patel @dwarkeshpodcast and I had a good discussion and it has been published free to all at the link below. I greatly admire both Jack and Dwarkesh and was happy to participate. The AI revolution is here. Will the economy survive the transition https://open.substack.com/pub/post/p/the-ai-revolution-is-here-will-theutm_campaign=post-expanded-share&utm_medium=post%20viewer https://open.substack.com/pub/post/p/the-ai-revolution-is-here-will-theutm_campaign=post-expanded-share&utm_medium=post%20viewer"
X Link 2026-01-09T18:54Z 1.7M followers, 14.7K engagements

"@amitisinvesting @JDVance @realDonaldTrump @DonaldJTrumpJr @GovRonDeSantis @LeaderJohnThune My proposal is this needs to happen for national security economic growth and future innovation regardless of how AI plays out"
X Link 2026-01-09T20:52Z 1.7M followers, 56.9K engagements

"@VandelayIndCEO @JDVance @realDonaldTrump @DonaldJTrumpJr @GovRonDeSantis @LeaderJohnThune Put Elon or me in charge of it. Or someone else that will simply not allow costs to spiral. And will move mountains to make sure the buildout happens"
X Link 2026-01-09T20:53Z 1.7M followers, 35.2K engagements

"@qurlt1 True true"
X Link 2026-01-09T23:30Z 1.7M followers, 20.5K engagements

"@RealNickMugalli @amitisinvesting @JDVance @realDonaldTrump @DonaldJTrumpJr @GovRonDeSantis @LeaderJohnThune Zero. This isn't about my pocketbook"
X Link 2026-01-09T23:58Z 1.7M followers, [----] engagements

"@BBessolo Thank you Barbara for your comment - interesting"
X Link 2026-01-11T00:26Z 1.7M followers, [----] engagements

"@BBessolo That is a lot Barbara. What do you mean merger in q424"
X Link 2026-01-11T10:42Z 1.7M followers, [----] engagements

"@mmlionfund Thank you. I appreciate that"
X Link 2026-01-11T10:55Z 1.7M followers, 24.2K engagements

"@Mr_Mr_z1 @EuPatrunjel Post is coming. Patience"
X Link 2026-01-11T11:04Z 1.7M followers, 59.1K engagements

"@BadAssBabyYoda @jackclarkSF @claudeai @dwarkeshpodcast YouTube"
X Link 2026-01-12T05:50Z 1.7M followers, [----] engagements

"@dorb2sQ Thank you"
X Link 2026-01-16T03:16Z 1.7M followers, 19K engagements

"@BearstoneWriter Your content is terrific"
X Link 2026-01-16T21:21Z 1.7M followers, 31.4K engagements

"No doubt industrial concentration has increased and monopoly rents are in abundance due to the oligopoly/duopoly/monopoly structure of most industries today. Yet some of the largest in the index are now spending many times their cash flow and even preparing to borrow to defend against real threats. Capital is always fighting to be recycled"
X Link 2026-01-17T19:45Z 1.7M followers, [----] engagements

"@bpfeig @YouTube Of course"
X Link 2026-01-19T00:12Z 1.7M followers, [----] engagements

"@bpfeig @YouTube HahaMetallica https://youtu.be/kF7U1zlletcsi=ZWKFfCM-tiNhYHZr https://youtu.be/kF7U1zlletcsi=ZWKFfCM-tiNhYHZr"
X Link 2026-01-19T00:38Z 1.7M followers, [----] engagements

"@bpfeig @YouTube More underrated Metallica https://youtu.be/qo5iUD2WOF4si=uKvB6B3j_rOWuTb2 https://youtu.be/qo5iUD2WOF4si=uKvB6B3j_rOWuTb2"
X Link 2026-01-19T16:11Z 1.7M followers, [----] engagements

"One reason Greenland is strategically important to the US is in fact twofold: [--]. Its the best place to set up anti-missile defenses to intercept ICBMs coming from Russia / China [--]. Its a very good place to set up offensive missile capabilities to threaten Russia / China The WSJ had a good graphic out a few days ago showing the trajectory of missiles from ICBM sites around Russia to the US would fly overhead or near Greenland which also happens to be almost directly beneath where those missiles would reach their highest points (apogee) which is when they are most vulnerable to interception"
X Link 2026-01-20T15:29Z 1.7M followers, 40.8K engagements

"It was complicated with $GME. In some ways I wasn't really done in 4Q 2019"
X Link 2025-11-27T15:59Z 1.7M followers, 1.2M engagements

"My thoughts on the market in short form Jan 12th https://open.substack.com/pub/michaeljburry/p/short-thoughts-january-12-2026r=4repfn&utm_medium=ios https://open.substack.com/pub/michaeljburry/p/short-thoughts-january-12-2026r=4repfn&utm_medium=ios"
X Link 2026-02-15T06:20Z 1.7M followers, 59.2K engagements

"July [--] [----] CNBC reports my warning that meme stocks were set to crash. The red arrow belows points to July [--] [----] https://www.cnbc.com/2021/07/01/michael-burry-reportedly-says-meme-stocks-are-set-to-crash.html https://www.cnbc.com/2021/07/01/michael-burry-reportedly-says-meme-stocks-are-set-to-crash.html"
X Link 2025-12-07T06:18Z 1.7M followers, 366K engagements

"The post has been free. I have made the decision to put it back behind the paywall. There are a number of reasons for this"
X Link 2025-12-17T07:03Z 1.7M followers, 287.8K engagements

"For those that do not know Nick is the Fed Whisperer. True story. And "totally inexcusable" is a euphemism for what the Bureau of Labor Statistics did in calculating CPI. From @fcastofthemonth "This is totally inexcusable. The BLS just assumed rent/OER were zero for October. I am sure they have a good technical explanation for this but the only way you get a two-month average for rent of 0.06% and OER at 0.135% is assuming October was zero. From @fcastofthemonth "This is totally inexcusable. The BLS just assumed rent/OER were zero for October. I am sure they have a good technical explanation"
X Link 2025-12-18T18:10Z 1.7M followers, 474.5K engagements

"In early [----] I banged the inflation drum hard but I had called it in [----] when the lockdowns started due to the inevitable impact of supply chain disruption. Michael Burry said as early as April last year weeks after the first lockdowns in the US that the post-pandemic reopening could cause inflation to spike. His prediction was proved right this week by data showing that consumer prices had jumped by 4.2% year-on-year last month the sharpest increase in [--] years. "Prepare for #inflation" Burry tweeted on February [--]. "#Inflation pressure building. The Fed is monetizing $80 billion of"
X Link 2025-12-20T05:25Z 1.7M followers, 73.8K engagements

"October [----] many stocks bottomed many more than bottomed in March [----]. October of [----] I wrote to my investors it was time to buy pounding the table very hard. No one responded withdrawals continued and I closed the fund"
X Link 2025-12-20T05:35Z 1.7M followers, 186.5K engagements

"And one from before"
X Link 2025-12-23T03:06Z 1.7M followers, 113.1K engagements

"Molina Healthcare: Ghosts of GEICO Past The MOH post is up. https://open.substack.com/pub/michaeljburry/p/molina-healthcare-ghosts-of-geicoselection=9a3f6f8e-a37d-450d-90c1-cebea977e2d0&r=4repfn&utm_medium=ios https://open.substack.com/pub/michaeljburry/p/molina-healthcare-ghosts-of-geicoselection=9a3f6f8e-a37d-450d-90c1-cebea977e2d0&r=4repfn&utm_medium=ios"
X Link 2025-12-30T18:43Z 1.7M followers, 459.7K engagements

"https://open.substack.com/pub/michaeljburry/p/foundations-the-tragic-algebra-ofselection=2573d31c-8ea8-4bda-ac5d-24d99458655b&r=4repfn&utm_medium=ios https://open.substack.com/pub/michaeljburry/p/foundations-the-tragic-algebra-ofselection=2573d31c-8ea8-4bda-ac5d-24d99458655b&r=4repfn&utm_medium=ios"
X Link 2026-01-01T07:42Z 1.7M followers, 90.3K engagements

"Ice Nine Kills put on a killer show. Been to two shows including the Silver Scream Con in Worcester MA back in September. If they are playing near me I'm getting a ticket. The best metal show going now. https://www.youtube.com/watchv=JZMlDGdzysk https://www.youtube.com/watchv=JZMlDGdzysk"
X Link 2026-01-01T19:04Z 1.7M followers, 233.8K engagements

"I had the ear @JDVance @realDonaldTrump @DonaldJTrumpJr @GovRonDeSantis @LeaderJohnThune I would ask them to take a trillion dollars (since trillions just get thrown around like millions now) and bypass all the protests and regulations and dot the whole country with small nuclear reactors while also building a brand-new state-of-the-art grid for everyone. Do this as soon as possible and secure it all from attack with the latest physical and cybersecurity; maybe even create a special Nuclear Defense Force that protects each facility funded federally. This is the only hope of getting enough"
X Link 2026-01-09T19:46Z 1.7M followers, 23.1K engagements

"@AlexDVoss True true. That part is simple logistics though if one is doing the rest"
X Link 2026-01-10T03:56Z 1.7M followers, 27.6K engagements

"@BBessolo Thank you Barbara. This is all remarkable. I have been spending the morning working on this and so far all of this is checking out. I will keep working through it. Thank you again"
X Link 2026-01-11T17:26Z 1.7M followers, 10.8K engagements

"Short Thoughts new today. I cover Medicaid fraud/Molina Shift4 Fannie Mae the job market and AI etc. On that last point during COVID Medicaid redetermination that is re-confirming participant qualifications to be part of Medicaid were suspended and this continued for over [--] years About 25% of Molinas membership is in California where Medicaid enrollment is 10x bigger than Minnesota. https://open.substack.com/pub/michaeljburry/p/short-thoughts-january-12-2026r=4repfn&utm_medium=ios&shareImageVariant=split"
X Link 2026-01-12T21:50Z 1.7M followers, 340.3K engagements

"@t_is_for_ton @YouTube Working on it and it is a doozy"
X Link 2026-01-19T00:12Z 1.7M followers, 135K engagements

"Before Scion Before Valuestocks Before MSN my summer of [----]. I delved into what drives healthcare in the U.S. https://open.substack.com/pub/michaeljburry/p/foundations-my-summer-of-1994utm_campaign=post-expanded-share&utm_medium=web https://open.substack.com/pub/michaeljburry/p/foundations-my-summer-of-1994utm_campaign=post-expanded-share&utm_medium=web"
X Link 2026-01-19T03:50Z 1.7M followers, 317.3K engagements

"@toutontoast Yes I mentioned that"
X Link 2026-01-20T19:30Z 1.7M followers, 37.2K engagements

"@na_option Truth hurts dont it You missed the banking crisis that followed. You missed my buy signal at the very bottom during that banking crisis"
X Link 2026-01-29T18:10Z 1.7M followers, 88.4K engagements

"@RosellaStrang @na_option Because it is beyond words"
X Link 2026-01-30T05:22Z 1.7M followers, 36.9K engagements

"If you are already a Cassandra Unchained Substack subscriber or subscribe in the next [--] hours (until Feb 1) your rate will be $39/month and $379/year for the life of your subscription as long as it is renewed. New rates for new subscriber from Feb [--] are $49/month and $439/year. In the subscriber-only Final Stop GameStop Chat I posted my working list of possible GameStop acquisition targets. https://open.substack.com/chat/posts/2fc728f5-7f72-4cf2-aa05-9686370a3797 https://open.substack.com/chat/posts/2fc728f5-7f72-4cf2-aa05-9686370a3797"
X Link 2026-01-31T06:06Z 1.7M followers, 399.8K engagements

"@longriverCM It is a good question. The difference to me is minimal. But serial price increases reduce churn and build better community. I am already thrilled with the educated genial community in our chats and discussions. Paywalls are great for blocking troublemakers"
X Link 2026-01-31T16:16Z 1.7M followers, [----] engagements

"$GME CEO Ryan Cohen will give his 3rd interview in [--] business days - this one live- on Charles Paynes FoxBusiness show at 2pm Eastern on Monday. I think many are wondering why now I have an idea. I will publish a Short Thoughts SS post containing my specific recommendations as to targets and strategy well before that interview airs. https://twitter.com/i/web/status/2017633851720487411 https://twitter.com/i/web/status/2017633851720487411"
X Link 2026-01-31T16:19Z 1.7M followers, 490.7K engagements

"@phillipsapp18 Could be Apple in-app purchasing - the fees from Apple IAP are insane. Or could be VAT"
X Link 2026-01-31T17:45Z 1.7M followers, [----] engagements

"@phillipsapp18 Thank you Phillip"
X Link 2026-01-31T19:59Z 1.7M followers, [----] engagements

"@tech_interloper @longriverCM True. I have only seen one troll on the annual plan. But a number think $39 is just the ticket. I believe the community is getting to a point where trolls will not be tolerated. Really happy about that"
X Link 2026-01-31T21:00Z 1.7M followers, [----] engagements

"Short Thoughts February [--] [----] just published. I address in depth Bitcoin/crypto precious metals the AI buildouts accounting shenanigans Molina Healthcare $MOH and GameStops potential M&A strategy including possible targets. $GME CEO Ryan Cohen cancelled his appearance on Charles Payne so more to discuss here. https://open.substack.com/pub/michaeljburry/p/short-thoughts-february-2-2026utm_campaign=post-expanded-share&utm_medium=web https://open.substack.com/pub/michaeljburry/p/short-thoughts-february-2-2026utm_campaign=post-expanded-share&utm_medium=web"
X Link 2026-02-02T19:09Z 1.7M followers, 402.2K engagements

"@lukecannon727 That is not my claim"
X Link 2026-02-03T00:38Z 1.7M followers, [----] engagements

"@x @safety This is a fraud. TaleX is an international crypto/web3 piracy platform and is using an account on X to promote its piracy of my content and its intent to monetize it by impersonating me on its own site It is also using the comment section of my (this) X account Cassandra Unchained to promote its piracy and impersonate me. https://twitter.com/i/web/status/2018494132025721006 https://twitter.com/i/web/status/2018494132025721006"
X Link 2026-02-03T01:17Z 1.7M followers, 21.5K engagements

"An international crypto/web3 platform called TaleX is republishing my paywalled articles on its site and attempting to monetize the articles using my name and likeness on its site. TaleX is promoting its pirated content on my account in the message area. Beware"
X Link 2026-02-03T01:22Z 1.7M followers, 69.2K engagements

"@EmptyEggBasket Not the first thing but I do. In every respect this is a stellar charity and the dollars raised directly help women in dire need"
X Link 2026-02-03T19:37Z 1.7M followers, [----] engagements

"@MyTsla @StanleyPopsicle @AlexZarac @CoyoteKn0wsBest @Useless_Cog Haha. I believe I said I dont see a way for that to work. In any event it is not my opinion that the thesis about NOLs somehow works"
X Link 2026-02-04T16:35Z 1.7M followers, 103.5K engagements

"@felix2603 See my post just below this one"
X Link 2026-02-05T15:42Z 1.7M followers, 17.4K engagements

"@Yukoner79 @GuyAdamiFan He probably should have just pulled guidance like every other company in the space did last year. [----] is a trough year was always going to be"
X Link 2026-02-06T03:50Z 1.7M followers, 12.7K engagements

"@Yukoner79 @GuyAdamiFan I have updated in the chats there as well as the discussion for the main article"
X Link 2026-02-06T04:37Z 1.7M followers, 37.8K engagements

"@farrmacro @NeutrinoWave @foolrushingin @TheProphetBill The way it almost kissed 60k was too pretty"
X Link 2026-02-07T05:51Z 1.7M followers, [----] engagements

"Some miners not all. But would force $BTC selling"
X Link 2026-02-08T03:27Z 1.7M followers, 73K engagements

"@1CoastalJournal @zeroshorts @RealJimChanos Yup"
X Link 2026-02-12T20:53Z 1.7M followers, [----] engagements

"Incurious crickets eh @cnbc @wsj @Bloomberg @FT"
X Link 2026-02-12T21:23Z 1.7M followers, 288.3K engagements

"Stupid is not reading what I wrote and responding to it. .@chamath on @michaeljburry: The Palantir short is stupid. I think those people will lose money. Palantir is both unique and well-run. And theres no clear alternative. They are the only competitor for what they offer Im not long nor short. I was long in the private https://t.co/fkcNwefHOe .@chamath on @michaeljburry: The Palantir short is stupid. I think those people will lose money. Palantir is both unique and well-run. And theres no clear alternative. They are the only competitor for what they offer Im not long nor short. I was long"
X Link 2026-02-13T04:15Z 1.7M followers, 16.7K engagements

"Palantirs New Clothes: Foundry AIP & the Failure of Reason https://open.substack.com/pub/michaeljburry/p/palantirs-new-clothes-foundry-aiputm_campaign=post-expanded-share&utm_medium=web https://open.substack.com/pub/michaeljburry/p/palantirs-new-clothes-foundry-aiputm_campaign=post-expanded-share&utm_medium=web"
X Link 2026-02-13T04:19Z 1.7M followers, 122.9K engagements

"@RealMattMoney Another bozo that did not read it. There's a million of them out there apparently"
X Link 2026-02-14T03:09Z 1.7M followers, 15.2K engagements

"Uh I am trying. BREAKING 🚨Sec Scott Bessent stuns America by encouraging whistle blowers to expose fraud. They will receive 10-30% of the fines THIS IS A MASSIVE WIN 🔥 https://t.co/SJ4EnU2Urr BREAKING 🚨Sec Scott Bessent stuns America by encouraging whistle blowers to expose fraud. They will receive 10-30% of the fines THIS IS A MASSIVE WIN 🔥 https://t.co/SJ4EnU2Urr"
X Link 2026-02-14T03:45Z 1.7M followers, 472.4K engagements

"@RealMattMoney I spoke with FDEs and even cited with quotes. Congratulations you just proved you DID NOT READ IT"
X Link 2026-02-14T04:21Z 1.7M followers, [----] engagements

"This is so funny. I read the report really I did now let me show you that I did not read the report with my meaningless rant. $PLTR Had a few days to read through everything Burry has put out on Palantir. First I agree with everything Arny laid out below and it is a must-read around the worst takes of his [-----] word article. I'd like to add the following thoughts: [--]. This feels like a complete and $PLTR Had a few days to read through everything Burry has put out on Palantir. First I agree with everything Arny laid out below and it is a must-read around the worst takes of his [-----] word"
X Link 2026-02-14T20:19Z 1.7M followers, 32K engagements

"This is so funny. I read the report really I did now let me show you that I did not read the report with my meaningless rant. $GME $PLTR $PLTR Had a few days to read through everything Burry has put out on Palantir. First I agree with everything Arny laid out below and it is a must-read around the worst takes of his [-----] word article. I'd like to add the following thoughts: [--]. This feels like a complete and $PLTR Had a few days to read through everything Burry has put out on Palantir. First I agree with everything Arny laid out below and it is a must-read around the worst takes of his 10000"
X Link 2026-02-14T20:25Z 1.7M followers, 438.4K engagements

"There are a million of you. The only way to read what I wrote is to subscribe. If you subscribed you could take it up in the much more civil forum very easily. Instead you say you read what I wrote and then throw up arguments that have nothing to do with what I said. Same with $GME - you did not read it or you would not make the same data-free source-free diarrhea of the mouth rant that you did with $PLTR. @michaeljburry you didnt respond to anything I said other than calling it a rant 💀 how do you write [-----] words on a topic and then when the entire community that has been studying that"
X Link 2026-02-14T21:40Z 1.7M followers, 464.6K engagements

"Another $PLTR killshot coming Sunday night or Monday morning before or during trading"
X Link 2026-02-15T01:22Z 1.7M followers, [----] engagements

"Please contact me if you have information Palantir has continued this behavior in any manner or venue in recent years including on US social media such as X. Palantir is not and frankly never has been a company that can be trusted with this nationally important contract with our NHS says Good Law Projects Executive Director Jo Maugham. By its own behaviour it is telling us exactly that. Within weeks it commissioned a covert smear campaign against a prominent critic and appears to have broken the terms of that contract. If this Government wont act to protect the national interest the next one"
X Link 2026-02-15T23:15Z 1.7M followers, 42.9K engagements

"My apologies there is just too much info to organize. Cannot make the Sunday deadline"
X Link 2025-12-14T04:11Z 1.7M followers, 459.5K engagements

"Right again"
X Link 2025-12-28T04:20Z 1.7M followers, 155.5K engagements

"My thoughts on potential impacts short medium and long term of the events in Venezuela this weekend. This is a paradigm shift despite the markets yawning. https://open.substack.com/pub/michaeljburry/p/short-thoughts-january-5-2025r=4repfn&utm_medium=ios https://open.substack.com/pub/michaeljburry/p/short-thoughts-january-5-2025r=4repfn&utm_medium=ios"
X Link 2026-01-05T11:38Z 1.7M followers, 517.6K engagements

"New post. The Payments Giants: FEE FI FOUR Umm The attraction for most investors is that the payments business at scale intuitively is a moneymaker. A toll bridge on all the payments happening in some section of the world or economy with the toll so small no one that pays it worries about it. This should work as long as the toll bridge can keep other bridges from being built in that particular section. The difference between one toll bridge and two on any one section of river is night and day. So most try to dominate some part of the river but barriers to entry are not what they once were."
X Link 2026-01-15T19:20Z 1.7M followers, 486.4K engagements

"Just your daily reminder that stocks are expensive. To put it in the context of my recent Fee Fi FOUR Umm post specifically the expected return discussion surrounding FISV the difference between a 20% expected annualized long-term return on a common stock and an 10% one is logarithmic. The 20% return price can be 4x times the 10% expected return price and 8x the 8% expected return. This also explains why value investors look like idiots for extended periods. When a stock trading at the 8% expected return price ($160) falls to the 10% return price ($93) it's down 42% and everyone assumes"
X Link 2026-01-16T18:14Z 1.7M followers, 391.3K engagements

"Bringing this up again because if $GME can deploy a large amount of capital at such a point as this - (more stocks bottomed in October [----] than March 2009) it will do far better than deploying capital in expensive markets. A bit more patience may be all it takes. My October [--] [----] letter to my investors pages 2-4. I have pounded a table or two in my day and this was one of those times. https://t.co/tgorfOBc2c My October [--] [----] letter to my investors pages 2-4. I have pounded a table or two in my day and this was one of those times. https://t.co/tgorfOBc2c"
X Link 2026-02-05T14:24Z 1.7M followers, 813.8K engagements

"If you are invested in Palantir or thinking you should be or even want to understand AI better you owe it to yourself to see what is being discussed in the best highest signal:noise $PLTR chat discussion on planet earth. @cnbc @wsj @barrons @bloomberg https://open.substack.com/chat/posts/0700e422-61ad-4b04-84b6-24903b7d2e84utm_source=share https://open.substack.com/chat/posts/0700e422-61ad-4b04-84b6-24903b7d2e84utm_source=share"
X Link 2026-02-13T18:57Z 1.7M followers, 703.9K engagements

"@Kross_Roads Read for yourselves Consider donating to benefit foster children https://open.substack.com/pub/michaeljburry/p/december-2025-cassandra-unchainedr=4repfn&utm_medium=ios https://open.substack.com/pub/michaeljburry/p/december-2025-cassandra-unchainedr=4repfn&utm_medium=ios"
X Link 2026-02-15T05:33Z 1.7M followers, [----] engagements

"Foundations: My [----] https://open.substack.com/pub/michaeljburry/p/foundations-my-1999-and-part-of-2000r=4repfn&utm_medium=ios https://open.substack.com/pub/michaeljburry/p/foundations-my-1999-and-part-of-2000r=4repfn&utm_medium=ios"
X Link 2026-02-15T05:52Z 1.7M followers, 37.2K engagements

"My appearance on Michael Lewiss podcast. I dont do this for a reason. https://open.substack.com/pub/michaeljburry/p/michael-lewis-against-the-rules-podcastr=4repfn&utm_medium=ios https://open.substack.com/pub/michaeljburry/p/michael-lewis-against-the-rules-podcastr=4repfn&utm_medium=ios"
X Link 2026-02-15T05:58Z 1.7M followers, 62.4K engagements

"The Big Short Squeeze and details of my history with the stock leading up to it $GME https://open.substack.com/pub/michaeljburry/p/foundations-the-big-short-squeezer=4repfn&utm_medium=ios https://open.substack.com/pub/michaeljburry/p/foundations-the-big-short-squeezer=4repfn&utm_medium=ios"
X Link 2026-02-15T06:06Z 1.7M followers, 170.1K engagements

"@clintoptions Read for yourselves https://open.substack.com/pub/michaeljburry/p/palantirs-new-clothes-foundry-aipr=4repfn&utm_medium=ios https://open.substack.com/pub/michaeljburry/p/palantirs-new-clothes-foundry-aipr=4repfn&utm_medium=ios"
X Link 2026-02-15T23:28Z 1.7M followers, [----] engagements

"@renatusnull @ChiefEhe At a loss or billions. That is not what pushed the market cap to hundreds of billions"
X Link 2026-02-17T04:39Z 1.7M followers, [----] engagements

"One more. OpenAI is the linchpin here. Can anyone name their auditor"
X Link 2025-11-20T01:06Z 1.7M followers, 2M engagements

"Feb [--] 2000: SF Chronicle says Im short Amazon Greenspan 2005: bubble in home prices .does not appear likely. Powell '25: AI companies actually.are profitable.it's a different thing" I doubted if I ever should come back. I'm back. Please join me. Cassandra Unchained on Substack: https://michaeljburry.substack.com/ https://michaeljburry.substack.com/"
X Link 2025-11-24T00:11Z 1.7M followers, 2.3M engagements

"Straw men do poorly in battle $NVDA Part [--] The Heretics Guide to the AI Stars Unicorns and Cockroaches https://michaeljburry.substack.com/p/unicorns-and-cockroaches-blessed https://michaeljburry.substack.com/p/unicorns-and-cockroaches-blessed"
X Link 2025-11-26T02:14Z 1.7M followers, 478.9K engagements

"The Tragic Algebra of Stock-Based Compensation. Part [--] of my response to Nvidias talking points sent to its Wall Street analysts to rebut my arguments. I make an example of Nvidia because frankly they make a really good example. https://open.substack.com/pub/michaeljburry/p/foundations-the-tragic-algebra-ofr=4repfn&utm_medium=ios https://open.substack.com/pub/michaeljburry/p/foundations-the-tragic-algebra-ofr=4repfn&utm_medium=ios"
X Link 2025-12-01T03:48Z 1.7M followers, 1.1M engagements

"Twelve months a year Cassandra Unchained will donate 5% of subscription revenue during that month to a selected and vetted charity. This is also an opportunity to spread the word about charities truly making a difference. Decembers charity is TogetherCalifornia which was founded by Christian Bale and his wife Sibi to attack the foster care problem with real world action. https://togethercalifornia.org https://togethercalifornia.org"
X Link 2025-12-03T15:23Z 1.7M followers, 1.2M engagements

"For mass consumption most people need to be reduced to a single sentence I get that but too often that sentence fits an agenda better than the person"
X Link 2025-12-05T01:12Z 1.7M followers, 281.6K engagements

"Fannie & Freddie Toxic Twins No More No More Excerpt Recently both news and gossip has picked up. August 1st Bloomberg reported that Trump was meeting with CEOs of the biggest banks to discuss monetizing the GSEs. On August 8th the WSJ cited sources claiming the valuation for the two would be roughly $500 billion. A couple days later Bloomberg reported on plan where Treasury sells 5-15% in each totaling a $30 billion IPO. August guidance from President Trump indicated they would continue under government oversight as public companies. That is not new. Even pre-GFC they operated under"
X Link 2025-12-09T13:18Z 1.7M followers, 433.8K engagements

"More excerpts from my piece on Fannie Mae and Freddie Mac. I did provide my unlocked Excel models for full user customization. These are at the end of the article. $FNMA $FMCC"
X Link 2025-12-11T14:31Z 1.7M followers, 222.5K engagements

"This may support MOH but in the long run matters little to the thesis. I of course still like the stock. ACA: Four Republicans force vote on tax credit extension https://www.cnbc.com/2025/12/17/johnson-aca-republicans-health.html https://www.cnbc.com/2025/12/17/johnson-aca-republicans-health.html"
X Link 2025-12-17T16:28Z 1.7M followers, 131.9K engagements

"I am sorry I posted it there and not here. Still true generally"
X Link 2025-12-18T16:39Z 1.7M followers, 253.2K engagements

"What I love most about winters in Northern California"
X Link 2025-12-22T18:01Z 1.7M followers, 252.1K engagements

"@longshortmkts @CNBC @WSJ @barrons @Bloomberg Or trying to get the story out since CNBC WSJ Barrron's will not cover when I write out a [-----] word thesis that no one has been able to counter yet. They'd rather make up something I didn't say"
X Link 2026-02-13T19:52Z 1.7M followers, [----] engagements

"@Dillon_Valdez @StockJabber You did not read the post or did not think about it. And if every knows that they are a consulting service someone should tell their auditors"
X Link 2026-02-13T21:51Z 1.7M followers, 28.6K engagements

"@FetzInvests @NielPatel1847"
X Link 2026-02-15T02:03Z 1.7M followers, [---] engagements

"@FetzInvests My SubStack proves my point on Palantir. https://open.substack.com/pub/michaeljburry/p/palantirs-new-clothes-foundry-aipr=4repfn&utm_medium=ios https://open.substack.com/pub/michaeljburry/p/palantirs-new-clothes-foundry-aipr=4repfn&utm_medium=ios"
X Link 2026-02-15T02:24Z 1.7M followers, [---] engagements

"@FetzInvests https://open.substack.com/pub/michaeljburry/p/palantirs-new-clothes-foundry-aipr=4repfn&utm_medium=ios https://open.substack.com/pub/michaeljburry/p/palantirs-new-clothes-foundry-aipr=4repfn&utm_medium=ios"
X Link 2026-02-15T02:26Z 1.7M followers, [----] engagements

"@FetzInvests @NielPatel1847"
X Link 2026-02-15T02:31Z 1.7M followers, [---] engagements

"@amitisinvesting Read for yourself https://open.substack.com/pub/michaeljburry/p/final-stop-gamestop-the-jig-is-upr=4repfn&utm_medium=ios https://open.substack.com/pub/michaeljburry/p/final-stop-gamestop-the-jig-is-upr=4repfn&utm_medium=ios"
X Link 2026-02-15T04:02Z 1.7M followers, [---] engagements

"@amitisinvesting Read for yourself and please consider donating https://open.substack.com/pub/michaeljburry/p/february-2026-cassandra-unchainedr=4repfn&utm_medium=ios https://open.substack.com/pub/michaeljburry/p/february-2026-cassandra-unchainedr=4repfn&utm_medium=ios"
X Link 2026-02-15T04:02Z 1.7M followers, [---] engagements

"@HodlMagoo @openclaw Read for yourself. $PLTR https://open.substack.com/pub/michaeljburry/p/palantirs-new-clothes-foundry-aipr=4repfn&utm_medium=ios https://open.substack.com/pub/michaeljburry/p/palantirs-new-clothes-foundry-aipr=4repfn&utm_medium=ios"
X Link 2026-02-15T04:25Z 1.7M followers, [---] engagements

"@HodlMagoo Read for yourself $PLTR https://open.substack.com/pub/michaeljburry/p/palantirs-new-clothes-foundry-aipr=4repfn&utm_medium=ios https://open.substack.com/pub/michaeljburry/p/palantirs-new-clothes-foundry-aipr=4repfn&utm_medium=ios"
X Link 2026-02-15T04:25Z 1.7M followers, [---] engagements

"@Dillon_Valdez Read for yourself $PLTR https://substack.com/@michaeljburry/note/c-214348705r=4repfn&utm_medium=ios&utm_source=notes-share-action https://substack.com/@michaeljburry/note/c-214348705r=4repfn&utm_medium=ios&utm_source=notes-share-action"
X Link 2026-02-15T04:58Z 1.7M followers, [---] engagements

"@Dillon_Valdez @StockJabber Read for yourselves $PLTR https://open.substack.com/pub/michaeljburry/p/palantirs-new-clothes-foundry-aipr=4repfn&utm_medium=ios https://open.substack.com/pub/michaeljburry/p/palantirs-new-clothes-foundry-aipr=4repfn&utm_medium=ios"
X Link 2026-02-15T05:01Z 1.7M followers, [----] engagements

"@Dillon_Valdez Read for yourselves $PLTR https://open.substack.com/pub/michaeljburry/p/palantirs-new-clothes-foundry-aipr=4repfn&utm_medium=ios https://open.substack.com/pub/michaeljburry/p/palantirs-new-clothes-foundry-aipr=4repfn&utm_medium=ios"
X Link 2026-02-15T05:04Z 1.7M followers, [---] engagements

"@Kross_Roads Read for yourselves. $PLTR https://open.substack.com/pub/michaeljburry/p/palantirs-new-clothes-foundry-aipr=4repfn&utm_medium=ios https://open.substack.com/pub/michaeljburry/p/palantirs-new-clothes-foundry-aipr=4repfn&utm_medium=ios"
X Link 2026-02-15T05:06Z 1.7M followers, [----] engagements

"@Kross_Roads Read for yourselves and consider donating https://open.substack.com/pub/michaeljburry/p/february-2026-cassandra-unchainedr=4repfn&utm_medium=ios https://open.substack.com/pub/michaeljburry/p/february-2026-cassandra-unchainedr=4repfn&utm_medium=ios"
X Link 2026-02-15T05:13Z 1.7M followers, [---] engagements

"@Kross_Roads Read for yourselves https://open.substack.com/pub/michaeljburry/p/unicorns-and-cockroaches-blessedr=4repfn&utm_medium=ios https://open.substack.com/pub/michaeljburry/p/unicorns-and-cockroaches-blessedr=4repfn&utm_medium=ios"
X Link 2026-02-15T05:15Z 1.7M followers, [---] engagements

"@Kross_Roads Read for yourselves https://open.substack.com/pub/michaeljburry/p/foundations-the-big-short-squeezer=4repfn&utm_medium=ios https://open.substack.com/pub/michaeljburry/p/foundations-the-big-short-squeezer=4repfn&utm_medium=ios"
X Link 2026-02-15T05:16Z 1.7M followers, [---] engagements

"@Kross_Roads Read for yourselves https://open.substack.com/pub/michaeljburry/p/short-thoughts-february-2-2026r=4repfn&utm_medium=ios https://open.substack.com/pub/michaeljburry/p/short-thoughts-february-2-2026r=4repfn&utm_medium=ios"
X Link 2026-02-15T05:18Z 1.7M followers, [----] engagements

"One chart to refute them all to be continued Nov 25th or before"
X Link 2025-11-16T21:35Z 1.7M followers, 1.1M engagements

"Nvidia emailed a memo to Wall Street sell side analysts to push back on my arguments. I stand by my analysis. Obviously the full analysis does not fit in a tweet. I will release on my timeline. The first post in The Heretics Guide to AIs Stars Supply-Side Gluttony is up now. It is a fairly light read. The second in the Heretic series will be a heavier lift. Every post of mine on Substack will have a follow up Q&A with [--] Qs selected from the comment section on the post."
X Link 2025-11-24T20:52Z 1.7M followers, 2.7M engagements

"The $NVDA memo to its Wall Street sell-side analysis cited me as the first source. I attached the front page of the memo here. Also part of my response addressing the depreciation issue"
X Link 2025-11-26T13:16Z 1.7M followers, 1.1M engagements

"Michael Lewis fully narrated an audiobook version of The Big Short for the books 15th anniversary. The cheapest price I have found is at the publishers site. This is a great time of year to find great companies being sold down too far as a result of window dressing and tax-loss harvesting. Many managers do not like to show they have owned big losers at the end of the year. I on the other hand do not mind at all. You know I own and like LULU MOH FOUR. Also FNMA but as a pink sheet stock it was never disclosed. These are all 3-5 year holds minimum."
X Link 2025-11-26T22:57Z 1.7M followers, 989K engagements

"I never said I was short $TSLA in my SS post. @fortune @bloomberg The article also reports on an older $500 million bet. No it was $5 million. 13Fs and journalists The full text of what I wrote: Outgrowing dilution for purposes of achieving maximum present value for an enterprise is not easy. Tesla dilutes its shareholders at about 3.6% per year with no buybacks. The chart above shows the kind of present value destruction that this level of dilution can impart. With recent news of Elon Musks $1 trillion dollar pay package dilution is certain to continue. Teslas market capitalization is"
X Link 2025-12-02T14:45Z 1.7M followers, 879.2K engagements

"When looking at any chart purporting to show correlation as causation alternative explanations must be explored. Very long term charts are preferred because time takes care of many valid alternative explanations as period-specific trees are seen from the perspective above a forest. In this case I think the chart explains the situation today really well. After nearly a decade of zero interest rates $trillions in pandemic helicopter cash money the greatest inflation in [--] years and a new paradigm of higher Treasury rates for the first time in [--] years stocks have emerged victorious even over"
X Link 2025-12-17T20:26Z 1.7M followers, 89.6K engagements

"Sounds familiar Exclusive: Activist investor Elliott has built a more than $1 billion stake in Lululemon and is pushing for a former Ralph Lauren executive to be CEO https://t.co/HvdJ0vIWMc Exclusive: Activist investor Elliott has built a more than $1 billion stake in Lululemon and is pushing for a former Ralph Lauren executive to be CEO https://t.co/HvdJ0vIWMc"
X Link 2025-12-18T01:18Z 1.7M followers, 510.1K engagements

"Good night.wait for it Obituary - Ten Thousand Ways to Die via @YouTube https://youtu.be/DSZINxB6Vvgsi=E0bSRP-NiCizjWcz https://youtu.be/DSZINxB6Vvgsi=E0bSRP-NiCizjWcz"
X Link 2025-12-18T08:26Z 1.7M followers, 384.6K engagements

"My post here was inexact. My post elsewhere was more complete below. This chart shows why China will win if Nvidias chips are the way forward. Nvidia's development roadmap is essentially a power consumption roadmap. and innovation is just figuring out how to power and to cool bigger hotter silicon. Power needs keep climbing because efficiency gains cannot keep up with compute install. This chart shows that is not a path to victory for the U.S. Not only is China way ahead it will continue to press its advantage - the slope is the key. That is acceleration of power generation development. US"
X Link 2025-12-20T20:32Z 1.7M followers, 439.1K engagements

"@joecarlsonshow If it was not paywalled we would not have the most civil educated and informative chats and discussions behind that wall. Walls are for keeping out miscreants. You are welcome"
X Link 2026-02-15T01:17Z 1.7M followers, 11.4K engagements

"@BuckeyeeeB See that black box in the middle It says you are wrong"
X Link 2026-02-15T01:33Z 1.7M followers, [----] engagements

"@FetzInvests Visit my Substack. https://open.substack.com/pub/michaeljburry/p/palantirs-new-clothes-foundry-aipr=4repfn&utm_medium=ios https://open.substack.com/pub/michaeljburry/p/palantirs-new-clothes-foundry-aipr=4repfn&utm_medium=ios"
X Link 2026-02-15T02:22Z 1.7M followers, [----] engagements

"@FetzInvests Read it yourselves. Proof. https://open.substack.com/pub/michaeljburry/p/palantirs-new-clothes-foundry-aipr=4repfn&utm_medium=ios https://open.substack.com/pub/michaeljburry/p/palantirs-new-clothes-foundry-aipr=4repfn&utm_medium=ios"
X Link 2026-02-15T02:25Z 1.7M followers, [----] engagements

"@FetzInvests @felixdnf https://open.substack.com/pub/michaeljburry/p/palantirs-new-clothes-foundry-aipr=4repfn&utm_medium=ios https://open.substack.com/pub/michaeljburry/p/palantirs-new-clothes-foundry-aipr=4repfn&utm_medium=ios"
X Link 2026-02-15T02:29Z 1.7M followers, [---] engagements

"@FetzInvests @18Roxor https://open.substack.com/pub/michaeljburry/p/palantirs-new-clothes-foundry-aipr=4repfn&utm_medium=ios https://open.substack.com/pub/michaeljburry/p/palantirs-new-clothes-foundry-aipr=4repfn&utm_medium=ios"
X Link 2026-02-15T02:30Z 1.7M followers, [---] engagements

"@amitisinvesting Read for yourself. https://open.substack.com/pub/michaeljburry/p/foundations-the-big-short-squeezer=4repfn&utm_medium=ios https://open.substack.com/pub/michaeljburry/p/foundations-the-big-short-squeezer=4repfn&utm_medium=ios"
X Link 2026-02-15T03:13Z 1.7M followers, [----] engagements

"@amitisinvesting Read for yourself https://open.substack.com/pub/michaeljburry/p/unicorns-and-cockroaches-blessedr=4repfn&utm_medium=ios https://open.substack.com/pub/michaeljburry/p/unicorns-and-cockroaches-blessedr=4repfn&utm_medium=ios"
X Link 2026-02-15T03:21Z 1.7M followers, [----] engagements

"@arny_trezzi @PalantirBullets Read for yourself. https://open.substack.com/pub/michaeljburry/p/palantirs-new-clothes-foundry-aipr=4repfn&utm_medium=ios https://open.substack.com/pub/michaeljburry/p/palantirs-new-clothes-foundry-aipr=4repfn&utm_medium=ios"
X Link 2026-02-15T03:28Z 1.7M followers, [----] engagements

"@arny_trezzi @PalantirBullets Read for yourself. https://open.substack.com/pub/michaeljburry/p/foundations-the-big-short-squeezer=4repfn&utm_medium=ios https://open.substack.com/pub/michaeljburry/p/foundations-the-big-short-squeezer=4repfn&utm_medium=ios"
X Link 2026-02-15T03:33Z 1.7M followers, [---] engagements

"@arny_trezzi @PalantirBullets Read for yourself. https://open.substack.com/pub/michaeljburry/p/final-stop-gamestop-the-jig-is-upr=4repfn&utm_medium=ios https://open.substack.com/pub/michaeljburry/p/final-stop-gamestop-the-jig-is-upr=4repfn&utm_medium=ios"
X Link 2026-02-15T03:34Z 1.7M followers, [----] engagements

"@amitisinvesting Read for yourself https://open.substack.com/pub/michaeljburry/p/foundations-the-tragic-algebra-ofr=4repfn&utm_medium=ios https://open.substack.com/pub/michaeljburry/p/foundations-the-tragic-algebra-ofr=4repfn&utm_medium=ios"
X Link 2026-02-15T03:38Z 1.7M followers, [----] engagements

"@amitisinvesting Read for yourself. https://open.substack.com/pub/michaeljburry/p/foundations-the-tragic-algebra-ofr=4repfn&utm_medium=ios https://open.substack.com/pub/michaeljburry/p/foundations-the-tragic-algebra-ofr=4repfn&utm_medium=ios"
X Link 2026-02-15T03:57Z 1.7M followers, [----] engagements

"@HodlMagoo Please read the black box and understand you are so wrong"
X Link 2026-02-15T04:17Z 1.7M followers, [----] engagements

"@HodlMagoo Read it for yourself Please consider donating to Little Angels https://open.substack.com/pub/michaeljburry/p/january-2026-cassandra-unchainedr=4repfn&utm_medium=ios https://open.substack.com/pub/michaeljburry/p/january-2026-cassandra-unchainedr=4repfn&utm_medium=ios"
X Link 2026-02-15T04:32Z 1.7M followers, [----] engagements

"@amitisinvesting @stevenfiorillo @basispointpod @DivesTech Read for yourself https://open.substack.com/pub/michaeljburry/p/foundations-the-big-short-squeezer=4repfn&utm_medium=ios https://open.substack.com/pub/michaeljburry/p/foundations-the-big-short-squeezer=4repfn&utm_medium=ios"
X Link 2026-02-15T04:39Z 1.7M followers, [---] engagements

"@HodlMagoo Read for yourselves https://open.substack.com/pub/michaeljburry/p/unicorns-and-cockroaches-blessedr=4repfn&utm_medium=ios https://open.substack.com/pub/michaeljburry/p/unicorns-and-cockroaches-blessedr=4repfn&utm_medium=ios"
X Link 2026-02-15T04:46Z 1.7M followers, 14.4K engagements

"@LogarithmicDis @CNBC @WSJ @barrons @Bloomberg"
X Link 2026-02-15T04:49Z 1.7M followers, [---] engagements

"@Dillon_Valdez Read for yourselves $GME https://open.substack.com/pub/michaeljburry/p/foundations-the-big-short-squeezer=4repfn&utm_medium=ios https://open.substack.com/pub/michaeljburry/p/foundations-the-big-short-squeezer=4repfn&utm_medium=ios"
X Link 2026-02-15T04:53Z 1.7M followers, [---] engagements

"@Dillon_Valdez @StockJabber Read for yourselves $PLTR $NVDA https://open.substack.com/pub/michaeljburry/p/unicorns-and-cockroaches-blessedr=4repfn&utm_medium=ios https://open.substack.com/pub/michaeljburry/p/unicorns-and-cockroaches-blessedr=4repfn&utm_medium=ios"
X Link 2026-02-15T05:03Z 1.7M followers, [----] engagements

"@Kross_Roads Read for yourselves https://open.substack.com/pub/michaeljburry/p/palantirs-new-clothes-foundry-aipr=4repfn&utm_medium=ios https://open.substack.com/pub/michaeljburry/p/palantirs-new-clothes-foundry-aipr=4repfn&utm_medium=ios"
X Link 2026-02-15T05:12Z 1.7M followers, [---] engagements

"@Kross_Roads Read for yourselves $PLTR https://open.substack.com/pub/michaeljburry/p/palantirs-new-clothes-foundry-aipr=4repfn&utm_medium=ios https://open.substack.com/pub/michaeljburry/p/palantirs-new-clothes-foundry-aipr=4repfn&utm_medium=ios"
X Link 2026-02-15T05:14Z 1.7M followers, [----] engagements

"@Kross_Roads Read for yourselves https://open.substack.com/pub/michaeljburry/p/foundations-my-1999-and-part-of-2000r=4repfn&utm_medium=ios https://open.substack.com/pub/michaeljburry/p/foundations-my-1999-and-part-of-2000r=4repfn&utm_medium=ios"
X Link 2026-02-15T05:28Z 1.7M followers, [----] engagements

"@Kross_Roads Read for yourselves https://open.substack.com/pub/michaeljburry/p/the-supply-side-gluttony-recurrencer=4repfn&utm_medium=ios https://open.substack.com/pub/michaeljburry/p/the-supply-side-gluttony-recurrencer=4repfn&utm_medium=ios"
X Link 2026-02-15T05:30Z 1.7M followers, [----] engagements

"Long MOH stock and Long PLTR puts like peanut butter and bananas"
X Link 2025-11-18T02:33Z 1.7M followers, 1.1M engagements

"Since the beginning of [----] NVDA earned about $205B net income and $188B free cash flow assuming all cap ex was growth cap ex. SBC amounted to $20.5B. But it bought back $112.5B worth of stock and there are [--] million MORE shares outstanding. The true cost of that SBC dilution was $112.5B reducing owner's earnings by 50%. /rant"
X Link 2025-11-20T00:21Z 1.7M followers, 2.2M engagements

"I published Fannie & Freddie Toxic Twins No More No More It is a [--] min read not a light lift. My Excel models for these two are downloadable at the end of the article. https://open.substack.com/pub/michaeljburry/p/fannie-and-freddie-toxic-twins-nor=4repfn&utm_campaign=post&utm_medium=web https://open.substack.com/pub/michaeljburry/p/fannie-and-freddie-toxic-twins-nor=4repfn&utm_campaign=post&utm_medium=web"
X Link 2025-12-08T19:58Z 1.7M followers, 514.2K engagements

"Will drop my #GME post Sunday late evening"
X Link 2025-12-13T01:44Z 1.7M followers, 1.1M engagements

"Enjoy and good nightmares. Farewell II Flesh - Ice Nine Kills (Candyman Music Video) via @YouTube https://youtu.be/21QuAZ2Ii-ssi=FBBB7Fv1o0VlfBrK https://youtu.be/21QuAZ2Ii-ssi=FBBB7Fv1o0VlfBrK"
X Link 2025-12-17T08:24Z 1.7M followers, 478.7K engagements

"Tesla is ridiculously overvalued"
X Link 2025-12-30T22:46Z 1.7M followers, 1.1M engagements

"Think about it a bit"
X Link 2026-01-01T23:25Z 1.7M followers, 116.2K engagements

"Repatriation pending"
X Link 2026-01-26T04:11Z 1.7M followers, 822.5K engagements

"Elon is an American treasure but also a desperately incentivized futurist even earlier than me. Elon Musk's SpaceX Tesla and xAI in talks to merge according to reports TechCrunch https://techcrunch.com/2026/01/29/elon-musk-spacex-tesla-xai-merger-talks-ipo-reuters/ https://techcrunch.com/2026/01/29/elon-musk-spacex-tesla-xai-merger-talks-ipo-reuters/"
X Link 2026-01-30T02:10Z 1.7M followers, 278.5K engagements

"Highlighting this wonderful charity Little Wishes again. January is coming to close and there will be a new Charity of the Month soon. Little Wishes will keep doing what is has been doing for years. Hard to imagine a more directly impactful way to impact the lives of our sickest children. https://www.littlewishes.org/donate Little Wishes is a highly rated 501(c)(3) non-profit public charity that grants the immediate and ongoing wishes of chronically and critically ill hospitalized children. Founded by two pediatric oncology nurses in [----] Little Wishes has granted [-----] wishes in [--] hospitals"
X Link 2026-01-30T05:59Z 1.7M followers, 405.7K engagements

"The entire new Megadeth album is very good. Hey God via @YouTube https://youtu.be/e_aa5BeK270si=04zIyNZNgVNA1Z4F https://youtu.be/e_aa5BeK270si=04zIyNZNgVNA1Z4F"
X Link 2026-02-02T22:21Z 1.7M followers, 226.1K engagements

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