# ![@michaeljburry Avatar](https://lunarcrush.com/gi/w:26/cr:twitter::412833880.png) @michaeljburry Cassandra Unchained

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

### Engagements: [-------] [#](/creator/twitter::412833880/interactions)
![Engagements Line Chart](https://lunarcrush.com/gi/w:600/cr:twitter::412833880/c:line/m:interactions.svg)

- [--] Week [---------] -16%
- [--] Month [----------] +106%

### Mentions: [---] [#](/creator/twitter::412833880/posts_active)
![Mentions Line Chart](https://lunarcrush.com/gi/w:600/cr:twitter::412833880/c:line/m:posts_active.svg)

- [--] Week [---] no change
- [--] Month [---] +40%

### Followers: [---------] [#](/creator/twitter::412833880/followers)
![Followers Line Chart](https://lunarcrush.com/gi/w:600/cr:twitter::412833880/c:line/m:followers.svg)

- [--] Week [---------] +0.88%
- [--] Month [---------] +2.50%

### CreatorRank: [------] [#](/creator/twitter::412833880/influencer_rank)
![CreatorRank Line Chart](https://lunarcrush.com/gi/w:600/cr:twitter::412833880/c:line/m:influencer_rank.svg)

### Social Influence

**Social category influence**
[technology brands](/list/technology-brands)  #1684 [stocks](/list/stocks)  #519 [finance](/list/finance)  #710 [social networks](/list/social-networks)  6.8% [cryptocurrencies](/list/cryptocurrencies)  #3436 [countries](/list/countries)  #4771 [automotive brands](/list/automotive-brands)  4.08% [celebrities](/list/celebrities)  2.72% [fashion brands](/list/fashion-brands)  0.68% [exchanges](/list/exchanges)  0.68%

**Social topic influence**
[in the](/topic/in-the) #1249, [ai](/topic/ai) #1631, [cnbc](/topic/cnbc) #12, [gme](/topic/gme) #43, [stocks](/topic/stocks) #2048, [youtube](/topic/youtube) 4.76%, [palantir](/topic/palantir) #1, [history](/topic/history) 4.08%, [the first](/topic/the-first) 3.4%, [$pltr](/topic/$pltr) #1

**Top accounts mentioned or mentioned by**
[@grok](/creator/undefined) [@davidri24012971](/creator/undefined) [@jawwwn_](/creator/undefined) [@cnbc](/creator/undefined) [@wsj](/creator/undefined) [@bloomberg](/creator/undefined) [@tllrninvmntmgmt](/creator/undefined) [@pltrs_palantir](/creator/undefined) [@rokajoska](/creator/undefined) [@barrons](/creator/undefined) [@realmattmoney](/creator/undefined) [@arny_trezzi](/creator/undefined) [@zahertpi](/creator/undefined) [@gregiskitty](/creator/undefined) [@deepvalue47](/creator/undefined) [@youtube](/creator/undefined) [@fetzinvests](/creator/undefined) [@number1invest_](/creator/undefined) [@andyrenfrew](/creator/undefined) [@clays26](/creator/undefined)

**Top assets mentioned**
[Palantir Technologies Inc. (PLTR)](/topic/$pltr) [Tesla, Inc. (TSLA)](/topic/tesla) [NVIDIA Corp. (NVDA)](/topic/$nvda) [GameStop, Corp. (GME)](/topic/$gme) [Bitcoin (BTC)](/topic/$btc) [Spotify Technology (SPOT)](/topic/$spot) [Metadium (META)](/topic/$meta) [Microsoft Corp. (MSFT)](/topic/microsoft) [Lululemon Athletica Inc (LULU)](/topic/$lulu) [Robinhood Markets, Inc.  (HOOD)](/topic/$hood) [Apple, Inc. (AAPL)](/topic/$aapl)
### Top Social Posts
Top posts by engagements in the last [--] hours

"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](https://x.com/michaeljburry/status/1995339280307073426)  2025-12-01T03:48Z 1.7M followers, 1.1M engagements


"@felix2603 See my post just below this one"  
[X Link](https://x.com/michaeljburry/status/2019436388471697447)  2026-02-05T15:42Z 1.7M followers, 17.4K 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](https://x.com/michaeljburry/status/1997551159222153587)  2025-12-07T06:18Z 1.7M followers, 366K engagements


"People wonder why I do this but if there is one thing I wish I could have done it was to have effectively warned or spoken about what was happening 2005-2007. https://open.substack.com/pub/michaeljburry/p/foundations-my-1999-and-part-of-2000utm_campaign=post-expanded-share&utm_medium=web https://michaeljburry.substack.com/p/unicorns-and-cockroaches-blessedr=4repfn https://open.substack.com/pub/michaeljburry/p/foundations-my-1999-and-part-of-2000utm_campaign=post-expanded-share&utm_medium=web https://michaeljburry.substack.com/p/unicorns-and-cockroaches-blessedr=4repfn"  
[X Link](https://x.com/michaeljburry/status/2000704215220441344)  2025-12-15T23:07Z 1.7M followers, 375.3K 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](https://x.com/michaeljburry/status/2002251560122827204)  2025-12-20T05:35Z 1.7M followers, 186.5K engagements


"And one from before"  
[X Link](https://x.com/michaeljburry/status/2003301197781041457)  2025-12-23T03:06Z 1.7M followers, 113.1K 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](https://x.com/michaeljburry/status/2006803788766851557)  2026-01-01T19:04Z 1.7M followers, 233.8K engagements


"@t_is_for_ton @YouTube Working on it and it is a doozy"  
[X Link](https://x.com/michaeljburry/status/2013041832767242321)  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](https://x.com/michaeljburry/status/2013096676983009320)  2026-01-19T03:50Z 1.7M followers, 317.3K engagements


"@phillipsapp18 Thank you Phillip"  
[X Link](https://x.com/michaeljburry/status/2017689139404280078)  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](https://x.com/michaeljburry/status/2017704499893403992)  2026-01-31T21:00Z 1.7M followers, [----] 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](https://x.com/michaeljburry/status/2018770871721271352)  2026-02-03T19:37Z 1.7M followers, [----] engagements


"Some miners not all. But would force $BTC selling"  
[X Link](https://x.com/michaeljburry/status/2020338677788913670)  2026-02-08T03:27Z 1.7M followers, 73K engagements


"$BTC Patterns"  
[X Link](https://x.com/michaeljburry/status/2019189561705001055)  2026-02-04T23:21Z 1.7M followers, 2.2M engagements


"@satya_potluri @CNBC @WSJ @barrons @Bloomberg Yes it is. It takes time to put together a real thesis with depth and weight. In that time the stock fell [--] bucks. It can bounce. It can even make new highs. But I know how this ends"  
[X Link](https://x.com/michaeljburry/status/2022399365219049633)  2026-02-13T19:55Z 1.7M followers, 18.9K 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](https://x.com/michaeljburry/status/2001462106433204714)  2025-12-18T01:18Z 1.7M followers, 509.9K 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](https://x.com/michaeljburry/status/2011881092433736147)  2026-01-15T19:20Z 1.7M followers, 485.7K 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](https://x.com/michaeljburry/status/2019619683717238929)  2026-02-06T03:50Z 1.7M followers, 12.7K engagements


"@farrmacro @NeutrinoWave @foolrushingin @TheProphetBill The way it almost kissed 60k was too pretty"  
[X Link](https://x.com/michaeljburry/status/2020012454575739320)  2026-02-07T05:51Z 1.7M followers, [----] 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](https://x.com/michaeljburry/status/2022162751989461002)  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](https://x.com/michaeljburry/status/2022163708370464876)  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](https://x.com/michaeljburry/status/2022508346142790126)  2026-02-14T03:09Z 1.7M followers, 15.2K engagements


"@RealMattMoney I spoke with FDEs and even cited with quotes. Congratulations you just proved you DID NOT READ IT"  
[X Link](https://x.com/michaeljburry/status/2022526610851635433)  2026-02-14T04:21Z 1.7M followers, [----] engagements


"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 Against the Rules: The Big Short Companion. These podcasts are also companion to the release of an audiobook narrated by Michael himself available everywhere. Michael has already posted some amazing interviews for this series available now. https://open.spotify.com/show/5vaBQ06qUNNU5w90KMnqw8"  
[X Link](https://x.com/michaeljburry/status/1990402907343114393)  2025-11-17T12:53Z 1.7M followers, 770.5K engagements


"The first half of [----] I made some noise and news on a number of bearish callls - TSLA GME Bitcoin Robinhood the Nasdaq [---]. MANY including journalists like Jonathan Levin and Shuli Ren @Bloomberg cite these specific examples of how wrong I have been again and again to invalidate what I am saying today but history proves differently. This is roughly what they did from that early [----] time to early [----] when in the middle of the banking crisis I said I was not seeing true danger and it could resolve quickly. To look back at those calls [--] [--] years later - any short call - is ridiculous. You"  
[X Link](https://x.com/michaeljburry/status/1997565315031462046)  2025-12-07T07:14Z 1.7M followers, 983K engagements


"I am learning. #justkeepswimming Beyond crypto: how tokenization is quietly rewiring markets The Paypers https://thepaypers.com/crypto-web3-and-cbdc/interviews/beyond-crypto-how-tokenization-is-quietly-rewiring-markets https://thepaypers.com/crypto-web3-and-cbdc/interviews/beyond-crypto-how-tokenization-is-quietly-rewiring-markets"  
[X Link](https://x.com/michaeljburry/status/1998432796902117450)  2025-12-09T16:41Z 1.7M followers, 1M engagements


"So the Fed is now buying Treasuries again. $40 billion of bills a month.@FTAlphaville covers it well. And with a sense of humor - Sure John LOL. And we have a "new" acronym to learn RMPs - Reserve Management Purchases. The last line of the article is notable. However given the stubbornness of the recent repo market volatility Alphaville would be surprised if the Fed doesnt unveil a dose of temporary open market operations before then just to make sure Christmas isnt ruined by an end of year funding crunch shitshow. I would add that if the US Banking system cant function without $3+ trillion"  
[X Link](https://x.com/michaeljburry/status/1998898103974334649)  2025-12-10T23:30Z 1.7M followers, 594.9K 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](https://x.com/michaeljburry/status/1999124788220924016)  2025-12-11T14:31Z 1.7M followers, 222.3K 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](https://x.com/michaeljburry/status/1999326579411829025)  2025-12-12T03:52Z 1.7M followers, 238.4K 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](https://x.com/michaeljburry/status/2001388470686908434)  2025-12-17T20:26Z 1.7M followers, 89.5K engagements


"Cassandra Unchained is [--] 1/2 weeks old and we thank everyone who has subscribed and participated on the discussion boards and now Chat. As The Heretics Guide to AIs Stars continues we recommend reading the first [--] posts in the series. The fourth post in the series looking at the demand side as well as the financing of the buildout is coming this month. The Cardinal Sign of a Bubble: Supply Side Gluttony is a look at todays AI infrastructure Unicorns and Cockroaches: Blessed Fraud is a hard look at depreciation and potential earnings pitfalls ahead for todays biggest spenders on the AI"  
[X Link](https://x.com/michaeljburry/status/2001406773153140981)  2025-12-17T21:38Z 1.7M followers, 417.1K engagements


"Foundations: The Psychology of Investing in the Information Age The Warren Buffett Archive AI and Decision-Making In his seminal book Influence Cialdini describes Fixed Action Patterns deeply embedded in the human mind. In short they are: Scarcity: The more limited something is the more people value it regardless of its true value Reciprocation: If someone does us a favor or gives us something we feel obligated to reciprocate their generosity somehow Social Proof: We tend to mimic the behavior of the crowds around us especially in the presence of uncertainty Liking: It is easier for us to be"  
[X Link](https://x.com/michaeljburry/status/2002173003271188645)  2025-12-20T00:23Z 1.7M followers, 218K engagements


"In [----] I was short Amazon and called the top in the market as well as the coming rally in Old Economy stocks. I believed in that so much I left medicine July of [----] and went long [--] Old Economy stocks such as Paccar Ross Stores and Clayton Homes when Scion Capital launched October [----]. https://open.substack.com/pub/michaeljburry/p/foundations-my-1999-and-part-of-2000utm_campaign=post-expanded-share&utm_medium=web https://open.substack.com/pub/michaeljburry/p/foundations-my-1999-and-part-of-2000utm_campaign=post-expanded-share&utm_medium=web"  
[X Link](https://x.com/michaeljburry/status/2002254187808129523)  2025-12-20T05:46Z 1.7M followers, 211.7K engagements


"This is a terrific tragic history of the Venezuelan oil saga with US involvement. Puts the events of this weekend into an honest informed perspective that will wow your friends and family. This is free not mine and I don't know the author but it is really good very helpful. Venezuelan Historical Primer: Friend Foe Vassal https://open.substack.com/pub/endtropy/p/venezuelan-historical-primer-friendutm_campaign=post-expanded-share&utm_medium=post%20viewer https://open.substack.com/pub/endtropy/p/venezuelan-historical-primer-friendutm_campaign=post-expanded-share&utm_medium=post%20viewer"  
[X Link](https://x.com/michaeljburry/status/2008340651881210334)  2026-01-06T00:51Z 1.7M followers, 452.9K engagements


"Agreed. And still return on investment will continue to fall almost all AI companies will go bankrupt and much of the AI spending will be written off. Will it be the Panic of [----] [----] Does not have to be. Here's what's going to happen from here: -Nvidia will report blowout numbers the next several quarters on the NVL72 product supercycle (a step function up in capability with [--] GPUs in one AI server versus [--] GPUs). It will become one of the largest cycles in technology history Here's what's going to happen from here: -Nvidia will report blowout numbers the next several quarters on the NVL72"  
[X Link](https://x.com/michaeljburry/status/2010561878137749981)  2026-01-12T03:58Z 1.7M followers, 952K engagements


"What this post says is that if you do not know your history you cannot see that compute will ultimately accrue to the customer not to bare metal suppliers of compute. $MSFT and $AAPL seem to know this. $META seemed to but now commits to dominating bare metal compute. Mistake"  
[X Link](https://x.com/michaeljburry/status/2010933112700596242)  2026-01-13T04:33Z 1.7M followers, 74.5K engagements


"Sometimes we see bubbles. Sometimes there is something to do about it. Sometimes the only winning move is not to play"  
[X Link](https://x.com/michaeljburry/status/1984067754270319052)  2025-10-31T01:19Z 1.7M followers, 15.3M engagements


"These arent the charts you are looking for. You can go about your business"  
[X Link](https://x.com/anyuser/status/1985453579054800924)  2025-11-03T21:06Z 1.7M followers, 2.4M engagements


"Fake news I am not [--] (not that there is anything wrong with that). And journalists reporting on 13Fs none more fake"  
[X Link](https://x.com/michaeljburry/status/1985709760272908614)  2025-11-04T14:04Z 1.7M followers, 2.2M engagements


"2025 study [----] tweet my first and last words on COVID. https://www.sciencedirect.com/science/article/pii/S1876034125000474 https://www.sciencedirect.com/science/article/pii/S1876034125000474"  
[X Link](https://x.com/michaeljburry/status/1986984149031236042)  2025-11-08T02:28Z 1.7M followers, 675.9K engagements


"Doesnt 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 for valid conclusions"  
[X Link](https://x.com/michaeljburry/status/1987685417890799877)  2025-11-10T00:55Z 1.7M followers, 1.7M engagements


"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 lives of compute equipment. Yet this is exactly what all the hyperscalers have done. By my estimates they will understate depreciation by $176 billion 2026-2028. By [----] ORCL will overstate earnings 26.9% META by 20.8% etc. But it gets worse. More detail coming November 25th. Stay tuned"  
[X Link](https://x.com/michaeljburry/status/1987918650104283372)  2025-11-10T16:21Z 1.7M followers, 5.6M engagements


"Me then me now. Oh well. It worked out. It will work out"  
[X Link](https://x.com/michaeljburry/status/1988441508660285536)  2025-11-12T02:59Z 1.7M followers, 8.5M engagements


"So I bought [-----] of these things for $1.84. Each of those things is [---] doodads. So I spent $9200000 Not $912000000. @CNBC @WSJ @FT Each of those doodads let me sell $PLTR at $50 in [----]. That was done last month. On to much better things Nov 25th"  
[X Link](https://x.com/michaeljburry/status/1988778952299802818)  2025-11-13T01:20Z 1.7M followers, 8.2M engagements


"One chart to refute them all to be continued Nov 25th or before"  
[X Link](https://x.com/michaeljburry/status/1990171815155752976)  2025-11-16T21:35Z 1.7M followers, 1.1M engagements


"Long MOH stock and Long PLTR puts like peanut butter and bananas"  
[X Link](https://x.com/michaeljburry/status/1990609176783938034)  2025-11-18T02:33Z 1.7M followers, 1.1M engagements


"Every company listed below has suspicious revenue recognition. The actual chart with ALL the give-and-take deals would be unreadable. The future will regard this a picture of fraud not a flywheel. True end demand is ridiculously small. Almost all customers are funded by their dealers. If you can name OpenAI's auditor in [--] hour you win some pride"  
[X Link](https://x.com/michaeljburry/status/1991292814647259297)  2025-11-19T23:49Z 1.7M followers, 3.5M 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](https://x.com/michaeljburry/status/1991300811494662464)  2025-11-20T00:21Z 1.7M followers, 2.2M engagements


"One more. OpenAI is the linchpin here. Can anyone name their auditor"  
[X Link](https://x.com/michaeljburry/status/1991312209322913805)  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](https://x.com/michaeljburry/status/1992747802951143839)  2025-11-24T00:11Z 1.7M followers, 2.3M 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](https://x.com/michaeljburry/status/1993060087045448009)  2025-11-24T20:52Z 1.7M followers, 2.7M 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](https://x.com/michaeljburry/status/1993503578154319999)  2025-11-26T02:14Z 1.7M followers, 478.8K 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](https://x.com/michaeljburry/status/1993670124516393141)  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](https://x.com/michaeljburry/status/1993816435563417783)  2025-11-26T22:57Z 1.7M followers, 988.9K engagements


"Remember GME Bet you did not know this"  
[X Link](https://x.com/michaeljburry/status/1993908030430433460)  2025-11-27T05:01Z 1.7M followers, 4.2M engagements


"It was complicated with $GME. In some ways I wasn't really done in 4Q 2019"  
[X Link](https://x.com/michaeljburry/status/1994073614325273079)  2025-11-27T15:59Z 1.7M followers, 1.2M engagements


"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"  
[X Link](https://x.com/michaeljburry/status/1995661769726197814)  2025-12-02T01:10Z 1.7M followers, 1.4M 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](https://x.com/michaeljburry/status/1995866987226902681)  2025-12-02T14:45Z 1.7M followers, 879.1K engagements


"Available today author Michael Lewis (Liars Poker Moneyball etc.j interviews me for his podcast Against the Rules. Available on Apple Podcasts Spotify Amazon Music YouTube and others https://www.pushkin.fm/podcasts/against-the-rules/michael-burry-speaks https://www.pushkin.fm/podcasts/against-the-rules/michael-burry-speaks"  
[X Link](https://x.com/michaeljburry/status/1995874904499949938)  2025-12-02T15:17Z 1.7M followers, 797.5K 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](https://x.com/michaeljburry/status/1996238845885481315)  2025-12-03T15:23Z 1.7M followers, 1.2M engagements


"Jan [--] [----] - I tweet Sell Banking crisis ensues and banks fail. There is panic and stocks fall. Mar [--] [----] - I tweet This crisis could resolve very quickly. I am not seeing true danger here. March [--] [----] - I tweet I was wrong to say sell. /meme corrected"  
[X Link](https://x.com/michaeljburry/status/1996768481002639515)  2025-12-05T02:27Z 1.7M followers, 1.6M engagements


"Everyone that knows anything knows this. OpenAI is the next Netscape doomed and hemorrhaging cash Microsoft is trying to keep it afloat while keeping it off balance sheet and sucking out the IP. So why do they keep getting funded The whole industry NEEDS a [---] billion IPO ASAP. LLMs are the new disk drives: commodity infrastructure you hot-swap for whoevers cheapest + best. The fantasy that the model is a moat just expired. ☠ https://t.co/VIBm3TH6nr LLMs are the new disk drives: commodity infrastructure you hot-swap for whoevers cheapest + best. The fantasy that the model is a moat just"  
[X Link](https://x.com/michaeljburry/status/1997153708052779199)  2025-12-06T03:58Z 1.7M followers, 2.4M engagements


"Calling for pics and proof of Nvidia GPUs being warehoused in mass quantities In the US but also overseas. Some have reached out to me already. And it is getting interesting. But I need more. To give a little more context ahead of my post next week here is some rough simple math: Let's assume everything Jensen says is true (including reading thousands of emails a day): Jensen said [--] million Blackwell GPUs have shipped. Since Blackwell is out Nvidia reported 111B https://t.co/S6qzUbrgnC To give a little more context ahead of my post next week here is some rough simple math: Let's assume"  
[X Link](https://x.com/michaeljburry/status/1997752436589818353)  2025-12-07T19:37Z 1.7M followers, 1.1M 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](https://x.com/michaeljburry/status/1998120028345192795)  2025-12-08T19:58Z 1.7M followers, 514K 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](https://x.com/michaeljburry/status/1998381850994114932)  2025-12-09T13:18Z 1.7M followers, 433.7K engagements


"Will drop my #GME post Sunday late evening"  
[X Link](https://x.com/michaeljburry/status/1999656546662322339)  2025-12-13T01:44Z 1.7M followers, 1.1M engagements


"My apologies there is just too much info to organize. Cannot make the Sunday deadline"  
[X Link](https://x.com/michaeljburry/status/2000055961126375566)  2025-12-14T04:11Z 1.7M followers, 459.4K engagements


"Free article to everyone. The $GME Big Short Squeeze Prequel play-by-play with the emails filings. If one takes the time to read everything in here including all the attachments one will see it again through Beary Burrys eyes. Enjoy Again my apologies for the delay I hope it is worth the wait. 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](https://x.com/michaeljburry/status/2000929713934753828)  2025-12-16T14:03Z 1.7M followers, 789K engagements


"This is a very interesting chart as household stock wealth being higher than real estate wealth has only happened in the late 60s and late 90s the last two times the ensuing bear market lasted years. Beary Burry"  
[X Link](https://x.com/michaeljburry/status/2001119398019621358)  2025-12-17T02:36Z 1.7M followers, 647.2K 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](https://x.com/michaeljburry/status/2001186476491727193)  2025-12-17T07:03Z 1.7M followers, 287.8K 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](https://x.com/michaeljburry/status/2001206823467221118)  2025-12-17T08:24Z 1.7M followers, 478.4K 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](https://x.com/michaeljburry/status/2001328691130061026)  2025-12-17T16:28Z 1.7M followers, 131.9K 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](https://x.com/michaeljburry/status/2001569843724870017)  2025-12-18T08:26Z 1.7M followers, 384.5K engagements


"I am sorry I posted it there and not here. Still true generally"  
[X Link](https://x.com/michaeljburry/status/2001693849421513130)  2025-12-18T16:39Z 1.7M followers, 253.1K 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](https://x.com/michaeljburry/status/2001716661175619989)  2025-12-18T18:10Z 1.7M followers, 474.4K engagements


"This is well worth [--] minutes and [--] seconds of your time. https://buffett.cnbc.com/video/1999/05/03/buffett-i-dont-have-to-bet-on-technology-companies.html https://buffett.cnbc.com/video/1999/05/03/buffett-i-dont-have-to-bet-on-technology-companies.html"  
[X Link](https://x.com/michaeljburry/status/2002070662576492750)  2025-12-19T17:36Z 1.7M followers, 431.5K engagements


"Why China will win AI in one chart. Power hungry Nvidia chips are not the way forward for the U.S. It is not just the total power advantage. It is the slope"  
[X Link](https://x.com/michaeljburry/status/2002285483158569147)  2025-12-20T07:50Z 1.7M followers, 1.4M 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](https://x.com/michaeljburry/status/2002477210259894392)  2025-12-20T20:32Z 1.7M followers, 439K engagements


"What I love most about winters in Northern California"  
[X Link](https://x.com/michaeljburry/status/2003164031100580018)  2025-12-22T18:01Z 1.7M followers, 252K engagements


"@WSJ is libelous trash now. Michael if he had one failing in the dot-com cycle it was being early to the process. The housing bubble It was being early to the process. Many of Burrys most-dramatic predictions about market crashes have been wrong during the past [--] years. In a gnomic Jan. [--] [----] post he urged his followers to SELL. While Silicon Valley Bank cratered two months later the S&P [---] index has risen around 70% since then and he has said that it was the wrong call."  
[X Link](https://x.com/michaeljburry/status/2005130377791500603)  2025-12-28T04:15Z 1.7M followers, 315.4K engagements


"Right again"  
[X Link](https://x.com/michaeljburry/status/2005131766684942671)  2025-12-28T04:20Z 1.7M followers, 155.3K engagements


"I'm realizing Children of Bodom has been my favorite band for many years now. Not a day goes by. CHILDREN OF BODOM - "This Road" (OFFICIAL LYRIC VIDEO) via @YouTube https://youtu.be/qIsbxH7k4Scsi=fUEL6G3vALoTIcU9 https://youtu.be/qIsbxH7k4Scsi=fUEL6G3vALoTIcU9"  
[X Link](https://x.com/michaeljburry/status/2005191691146584533)  2025-12-28T08:18Z 1.7M followers, 264.8K engagements


"Tesla is ridiculously overvalued"  
[X Link](https://x.com/michaeljburry/status/2006134780379685206)  2025-12-30T22:46Z 1.7M followers, 1.1M engagements


"Fun fact I once bought a huge block of Farmer Mac CDS from Bill for a good reason. I am often asked for stock recommendations but generally dont share individual names unless I believe the risk versus the reward is extraordinarily compelling. As we look toward [----] one investment in our portfolio stands out for large asymmetric upside versus downside so I I am often asked for stock recommendations but generally dont share individual names unless I believe the risk versus the reward is extraordinarily compelling. As we look toward [----] one investment in our portfolio stands out for large"  
[X Link](https://x.com/michaeljburry/status/2006248100512612431)  2025-12-31T06:16Z 1.7M followers, 476.2K engagements


"A little history free to anyone that so wishes. Helpful to interpreting the Molina post as well as a good reference for any future healthcare-related posts of mine. 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"  
[X Link](https://x.com/michaeljburry/status/2006856706022846532)  2026-01-01T22:34Z 1.7M followers, 244.6K engagements


"Think about it a bit"  
[X Link](https://x.com/michaeljburry/status/2006869447534064061)  2026-01-01T23:25Z 1.7M followers, 116K engagements


"Humanoid robots are a vanity project an inexplicably stupid idea. We need robots that do things humanoids cannot not a neo-Aryan army. The future of Tesla is an army of humanoid robots that Elon Musk says could eliminate poverty and the need for work https://www.wsj.com/tech/elon-musk-optimus-robots-7196d53est=CR29cQ https://www.wsj.com/tech/elon-musk-optimus-robots-7196d53est=CR29cQ"  
[X Link](https://x.com/michaeljburry/status/2007501259096420795)  2026-01-03T17:16Z 1.7M followers, 435.4K 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](https://x.com/michaeljburry/status/2008141157310820779)  2026-01-05T11:38Z 1.7M followers, 517.1K engagements


"Interesting oil science behind the events of this past weekend in Venezuela. The more you know. Just sharing - I did not write this and it is free. https://open.substack.com/pub/endtropy/p/trumps-enormous-c-length-win-overr=4repfn&utm_campaign=post&utm_medium=web https://open.substack.com/pub/endtropy/p/trumps-enormous-c-length-win-overr=4repfn&utm_campaign=post&utm_medium=web"  
[X Link](https://x.com/michaeljburry/status/2008622219476308448)  2026-01-06T19:30Z 1.7M followers, 378.9K engagements


"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 across [--] states. Little Wishes is Cassandra Unchaineds January [----] Charity of the Month and will receive 5% of CUs revenue during the month. I personally vetted and can vouch for this charity. Donations have a direct and massive impact."  
[X Link](https://x.com/michaeljburry/status/2008961405827899706)  2026-01-07T17:58Z 1.7M followers, 1.4M engagements


"Tomorrow am"  
[X Link](https://x.com/michaeljburry/status/2009480062320709918)  2026-01-09T04:19Z 1.7M followers, 384.4K engagements


"Jack Clark @jackclarkSF co-founder of Anthropic @claudeai 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](https://x.com/michaeljburry/status/2009700510732001290)  2026-01-09T18:55Z 1.7M followers, 1.3M engagements


"If 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](https://x.com/michaeljburry/status/2009714026880917613)  2026-01-09T19:48Z 1.7M followers, 991.3K engagements


"The Blessed Fraud Recurrence addresses in long form questions raised in the original Unicorns & Cockroaches: Blessed Fraud article about AI buildout depreciation schedules and potential earnings overstatement by the hyperscalers. Here I admit it - AI really is like electrification #Nvidia GPU failure rates Power is an inventory problem and why I short $NVDA. "Nevertheless faulty Nvidia GPUs and GPU memory made up almost half the failures. This amounts to about a 9% failure rate if extended over the first year. That does not seem too bad. [--] in [--] chips not great but not bad. Due to the way"  
[X Link](https://x.com/michaeljburry/status/2010061905457529255)  2026-01-10T18:51Z 1.7M followers, 535.5K engagements


"And Meta gives in throwing away its one saving grace. Watch ROIC crash. $META - ZUCKERBERG ANNOUNCED NEW TOP-LEVEL INITIATIVE META COMPUTE $META - ZUCKERBERG ANNOUNCED NEW TOP-LEVEL INITIATIVE META COMPUTE"  
[X Link](https://x.com/michaeljburry/status/2010842140750803172)  2026-01-12T22:31Z 1.7M followers, 911.6K engagements


"DB downgrades FOUR because it sees organic growth falling to the mid teens Boy do I have a story for you"  
[X Link](https://x.com/michaeljburry/status/2011961088665874616)  2026-01-16T00:37Z 1.7M followers, 114.4K 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](https://x.com/michaeljburry/status/2012226895610257657)  2026-01-16T18:14Z 1.7M followers, 390.8K engagements


"I think most critics of my articles have not taken the time to read them. This is the thing as a hedge fund manager. We have to disclose our positions but just as no one wants a dissertation on each position no one wants to pass on the opportunity to give offhand poorly-researched criticisms of such positions. This why black box managers tend to have the most outrageous returns. Jim Simons did 50% a year with his black box. Many individual investors do 50% a year with their own private portfolios. I even did almost 50% a year at Scion when it was a complete black box but few do that when they"  
[X Link](https://x.com/michaeljburry/status/2012341233327255683)  2026-01-17T01:48Z 1.7M followers, 382K engagements


"Fannie and Freddie are falling. The 200B MBS buy order does not hurt them. This is exactly what they do- it is their business. It in fact means to do more they need to raise capital and the way to do that is an IPO. What I said in my December post below- I think we are in this lull now. Again there are many scenarios here. So this is neither an automatic nor a necessarily quick win for long-suffering common and junior preferred stockholders. If the companies do not go public they will continue to build their respective capital reserves and shrink ERCF funding shortfalls. This means there is"  
[X Link](https://x.com/michaeljburry/status/2012369287990718502)  2026-01-17T03:40Z 1.7M followers, 373.6K engagements


"I do not say this all the time. Just a reminder"  
[X Link](https://x.com/michaeljburry/status/2012381406182191439)  2026-01-17T04:28Z 1.7M followers, 61.6K engagements


"Another reminder of what the opposite looks like"  
[X Link](https://x.com/michaeljburry/status/2012381867224203497)  2026-01-17T04:30Z 1.7M followers, 84.8K engagements


"Ben Affleck is clearly a smart guy. So this does not surprise me. It sounds familiar and on point. Delivered much better than I ever could. Honestly Ben Affleck actually knowing AI and the landscape caught me off guard but as a writer makes sense. Great takes across the board. https://t.co/IcPe0n9302 Honestly Ben Affleck actually knowing AI and the landscape caught me off guard but as a writer makes sense. Great takes across the board. https://t.co/IcPe0n9302"  
[X Link](https://x.com/michaeljburry/status/2012735976779415874)  2026-01-18T03:57Z 1.7M followers, 1.3M engagements


"Bitcoin for Little Wishes is a good use of $BTC @run1ooooo1 @michaeljburry We're excited to let you know that you can make a Bitcoin donation to us through this link:https://t.co/3Mx5GO9oYT. Your generosity will bring so much joy to seriously ill hospitalized children. Thank you so much @run1ooooo1 @michaeljburry We're excited to let you know that you can make a Bitcoin donation to us through this link:https://t.co/3Mx5GO9oYT. Your generosity will bring so much joy to seriously ill hospitalized children. Thank you so much"  
[X Link](https://x.com/michaeljburry/status/2012752551741985065)  2026-01-18T05:02Z 1.7M followers, 533.3K engagements


"Turn that frown upside down friends. Ice Nine Kills - The Laugh Track (Official Music Video) Part [--] via @YouTube https://youtu.be/2fbVUmH6mY0si=yNZY28B_fDR3jq4Z https://youtu.be/2fbVUmH6mY0si=yNZY28B_fDR3jq4Z"  
[X Link](https://x.com/michaeljburry/status/2013041241798193576)  2026-01-19T00:10Z 1.7M followers, 279.7K 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](https://x.com/michaeljburry/status/2013636875521605980)  2026-01-20T15:36Z 1.7M followers, 1.6M engagements


"This is not surprising and will not end with OpenAI. All the capital being being spent and lent by the richest companies on earth will not buy enough time-by the very definition of mania. The government will pull out all the stops to save the AI bubble to save the market to save the economy. The problem is too big to save again by that very same definition. OPENAI IS FALLING APART IN REAL TIME I've watched companies implode for decades. This one has all the warning signs. OpenAI declared "Code Red" in December. Altman sent an internal memo telling employees to drop everything because Google's"  
[X Link](https://x.com/michaeljburry/status/2013807176704245852)  2026-01-21T02:53Z 1.7M followers, 1.2M engagements


"Thank you all for your interest in what I am doing here and on SS. I am actively working on posts some of you are expecting - GME Part [--] the Heretics Guide Part [--] the LULU and Palantir pieces. After these are done - or maybe before - I imagine the content and stocks covered will become more unexpected in nature. All paid subscribers today already have their lifetime subscription rate as long as they stay current. Those who received a subscription to Cassandra Unchained over the holidays have this month to consider continuing the subscription at the initial founding rate. On February [--] the"  
[X Link](https://x.com/michaeljburry/status/2014134156536529363)  2026-01-22T00:32Z 1.7M followers, 513.3K engagements


"Repatriation pending"  
[X Link](https://x.com/michaeljburry/status/2015638695336923622)  2026-01-26T04:11Z 1.7M followers, 821.5K engagements


"Final Stop GameStop: The Jig is Up In Part [--] I outlined how he arrived on the scene we had a talk in [----] about GameStop and investing. The Chewy founder then made a big splash as an activist with a Form 13D filing later in [----]. He has held on with the diamondest hands. Ryan the current Executive Chairman CEO and owner of now about 9% of GameStop stock ascended to this dual role in September [----]. Lets take a look at the business as it stands today. Here I will introduce the Scion Analyst Template in parts. This is a Microsoft Word template I put together for my wayward analysts early in"  
[X Link](https://x.com/michaeljburry/status/2015829681577062878)  2026-01-26T16:50Z 1.7M followers, 1.1M engagements


"The companion post to Final Stop Game Stop was the prequel Foundations: The Big Short Squeeze and the full history leading up to it. Read together for the full story. And do not mind media @CNBC that comment without reading both articles. I had seen buybacks shrink shares by a third in the setting of 100% short interest the reorganizing of the Board of Directors and the selling of Spring Wireless for cash in the amount of more than half the market cap. All were home run/slam dunk activist successes with concrete results but zero impact on price or short interest."  
[X Link](https://x.com/michaeljburry/status/2016235366315958779)  2026-01-27T19:42Z 1.7M followers, 407.4K engagements


"Cart before monkey robot people. No one has invented AI yet. This @waitbutwhy illustration is 👌 https://t.co/VqKj0lM10R This @waitbutwhy illustration is 👌 https://t.co/VqKj0lM10R"  
[X Link](https://x.com/michaeljburry/status/2016689895041912884)  2026-01-29T01:48Z 1.7M followers, 437.3K engagements


"Say what you want but I'm right. CNN: Tesla scraps Model S and Model X to build robots "Tesla (TSLA) CEO Elon Musk who turned an upstart electric vehicle maker into an industry-changing powerhouse is pulling the plug on the two models that helped get him there as he struggles with another quarter of declining profits and car sales. He announced the end of production of two models the Model S and Model X among the companys most expensive models on a Wednesday earnings call. Instead the company will use that factory space to build humanoid robots instead." Foundations: The Tragic Algebra of"  
[X Link](https://x.com/michaeljburry/status/2016909281488953668)  2026-01-29T16:20Z 1.7M followers, 676.6K 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](https://x.com/michaeljburry/status/2017057868890198033)  2026-01-30T02:10Z 1.7M followers, 277.6K 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](https://x.com/michaeljburry/status/2017115344125714839)  2026-01-30T05:59Z 1.7M followers, 403.9K engagements


"Ryan talked with the WSJ. Ryan Cohen the billionaire CEO of GameStop said he is eyeing a major acquisitionand famed Big Short investor Michael Burry is cheering him on https://t.co/NGs7wRlZ3g Ryan Cohen the billionaire CEO of GameStop said he is eyeing a major acquisitionand famed Big Short investor Michael Burry is cheering him on https://t.co/NGs7wRlZ3g"  
[X Link](https://x.com/michaeljburry/status/2017116807992398079)  2026-01-30T06:04Z 1.7M followers, 521.5K 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](https://x.com/michaeljburry/status/2018449724001714299)  2026-02-02T22:21Z 1.7M followers, 224.1K engagements


"OpenAI claps back at Jen-Hsun"  
[X Link](https://x.com/michaeljburry/status/2018535382825214152)  2026-02-03T04:01Z 1.7M followers, 323.3K engagements


"$GME potential targets and plan for $100 billion Googe's Construction in Progress is 96% of Cap Ex and is not being depreciated likely boosting earnings Bitcoin/Crypto and Precious Metals are linked in ways you would not think and more. https://open.substack.com/pub/michaeljburry/p/short-thoughts-february-2-2026utm_campaign=post-expanded-share&utm_medium=post%20viewer https://open.substack.com/pub/michaeljburry/p/short-thoughts-february-2-2026utm_campaign=post-expanded-share&utm_medium=post%20viewer"  
[X Link](https://x.com/michaeljburry/status/2018557298537595121)  2026-02-03T05:28Z 1.7M followers, 557.2K engagements


"February [----] Cassandra Unchained Charity of the Month is the Fistula Foundation. Fistula Foundation has provided tens of thousands of needed surgeries to women across poor rural areas of Sub-Saharan Africa and South Asia who suffer severe incontinence and discomfort as a result of significant pelvic floor injuries during childbirth. Fistula Foundation is on a mission not only to treat these injuries but to end them altogether to completely solve the problem. I have followed this charity for a long time and can personally vouch for this Foundation which is rated 100% by Charity Navigator A"  
[X Link](https://x.com/michaeljburry/status/2018758183507083455)  2026-02-03T18:47Z 1.7M followers, 709.6K 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](https://x.com/michaeljburry/status/2019087524178661863)  2026-02-04T16:35Z 1.7M followers, 103.5K 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](https://x.com/michaeljburry/status/2019416792968622598)  2026-02-05T14:24Z 1.7M followers, 809.7K engagements


"Alphabet changed risk factor language and useful life methodology language to include "historical asset performance" and "expected technology advancements.""  
[X Link](https://x.com/michaeljburry/status/2019432816115880188)  2026-02-05T15:27Z 1.7M followers, 286.4K engagements


"Molina Healthcare: Ghosts of GEICO Past "In [----] however GEICO started selling auto insurance to the public. With almost no actuarial experience GEICOs pricing was a guess and turned out to be too low. A frustratingly common problem in the insurance industry. This poorly informed underwriting dove-tailed with the high inflation environment and a new law forcing GEICO to take on high-risk drivers. The perfect storm sank GEICO in [----] and into [----] and ultimately provided the opportunity for Buffetts Berkshire Hathaway to swoop in. Buffett likes to say he bought GEICO three times in [----] as a"  
[X Link](https://x.com/michaeljburry/status/2019612022397079995)  2026-02-06T03:20Z 1.7M followers, 484.8K engagements


"@GuyAdamiFan Is it wrong I get happy seeing charts like that And even happier when I know and own shares in the company"  
[X Link](https://x.com/michaeljburry/status/2019614822128599538)  2026-02-06T03:31Z 1.7M followers, 28.9K engagements


"@Yukoner79 @GuyAdamiFan I have updated in the chats there as well as the discussion for the main article"  
[X Link](https://x.com/michaeljburry/status/2019631487482577026)  2026-02-06T04:37Z 1.7M followers, 37.8K engagements


"Donations are now being matched through International Women's Day (March 8th) Also below is my answer to a question from another forum: The $624 is the direct cost of the surgery from admission through discharge including pre- and post-operative care. This an average over [--] year across the entire treatment network. Lots of different countries so clearly it will vary. The fully loaded cost to treat a woman including outreach transportation rehabilitation support and investments in surgeon training and equipment and of course the administrative and logistics costs of running this program - all"  
[X Link](https://x.com/michaeljburry/status/2020155997319307587)  2026-02-07T15:21Z 1.7M followers, 75.2K engagements


"Or the market is just jittery over historic overvaluation historic capital expenditures and tiny AI revenue. The entire selloff this week was sparked by a completely false narrative amplified by technically illiterate media pouring gas on the panic just like DeepSeek last year. You can't make this stuff up. Here's what Claude says after reading the GitHub on the infamous Anthropic https://t.co/UUGFMIXCMr The entire selloff this week was sparked by a completely false narrative amplified by technically illiterate media pouring gas on the panic just like DeepSeek last year. You can't make this"  
[X Link](https://x.com/michaeljburry/status/2020727708758532338)  2026-02-09T05:13Z 1.7M followers, 324.3K engagements


"Alphabet looking to issue a 100-year bond. Last time this happened was Motorola in [----] which was the last year Motorola was considered a big deal. At the start of [----] Motorola was a top [--] market cap and top [--] revenue corporation in America. Never again. The Motorola corporate brand in [----] was ranked #1 in the US ahead of Microsoft. In [----] Nokia overtook Motorola in cell phones and after the iPhone it fell out of the consumer eye. Today Motorola is the 232nd largest market cap with only $11 billion in sales. https://twitter.com/i/web/status/2020892054809620620"  
[X Link](https://x.com/michaeljburry/status/2020892054809620620)  2026-02-09T16:06Z 1.7M followers, 1.1M engagements


"I am working on something $PLTR"  
[X Link](https://x.com/michaeljburry/status/2021032594645639584)  2026-02-10T01:24Z 1.7M followers, 2.6M engagements


"10000+ words enjoy $PLTR Taken together in the decade before it went public (in late 2020) Palantir rightfully or wrongfully and almost entirely not of its own doing was becoming a household name as an influential secretive company that worked with powerful partners. Few knew how much money it was losing. A DPO by Any Other Name Then in the summer of [----] Palantir filed a Form S-1 prospectus and we knew. Palantir had lost $3.96 billion in its history as of June [--] [----] according to the IPO filing. In [----] and [----] the two years directly before the IPO the company lost a combined $1.2 billion."  
[X Link](https://x.com/michaeljburry/status/2021936089099915746)  2026-02-12T13:15Z 1.7M followers, 1.2M engagements


"@rohit_ah I dare you to read it"  
[X Link](https://x.com/michaeljburry/status/2021949536956977235)  2026-02-12T14:08Z 1.7M followers, 23.6K engagements


"@1CoastalJournal @zeroshorts @RealJimChanos Yup"  
[X Link](https://x.com/michaeljburry/status/2022051395437047847)  2026-02-12T20:53Z 1.7M followers, [----] engagements


"Incurious crickets eh @cnbc @wsj @Bloomberg @FT"  
[X Link](https://x.com/michaeljburry/status/2022059000238571557)  2026-02-12T21:23Z 1.7M followers, 282.6K 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](https://x.com/michaeljburry/status/2022384537326780542)  2026-02-13T18:57Z 1.7M followers, 572.8K engagements


"@longriverCM @CNBC @WSJ @barrons @Bloomberg Thank you"  
[X Link](https://x.com/michaeljburry/status/2022392416360345905)  2026-02-13T19:28Z 1.7M followers, 11.1K engagements


"@foxenflask @CNBC @WSJ @barrons @Bloomberg @BBessolo She is in the chat"  
[X Link](https://x.com/michaeljburry/status/2022392544496373906)  2026-02-13T19:28Z 1.7M followers, 11.2K engagements


"@GhostxSwings @CNBC @WSJ @barrons @Bloomberg No doubt Palantir was oversold at the time I posted. I put my positions in the post. I mean it basically fell straight down some [--] bucks and it can bounce like any other stock. But long-term I have seen this before and I know how it ends"  
[X Link](https://x.com/michaeljburry/status/2022393383361352178)  2026-02-13T19:32Z 1.7M followers, 20.5K engagements


"I think we all have seen enough of that. CNBC has been dead silent since my post. $PLTR opened lower today - CNBC talked about it but not my [-----] word takedown. No matter the reason this is atypical vs the last ten years where they made big fake stories of regulatory filings. https://twitter.com/i/web/status/2022397660909457599 https://twitter.com/i/web/status/2022397660909457599"  
[X Link](https://x.com/michaeljburry/status/2022397660909457599)  2026-02-13T19:49Z 1.7M followers, 16.1K 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](https://x.com/michaeljburry/status/2022398537108226486)  2026-02-13T19:52Z 1.7M followers, [----] engagements


"@rokajoska @CNBC @WSJ @barrons @Bloomberg Or when you've been lied about and had so many fake stories about you and after [--] years you finally have both a voice and the receipts"  
[X Link](https://x.com/michaeljburry/status/2022400451166245231)  2026-02-13T20:00Z 1.7M followers, 12.8K engagements


"@tonitrades_ @CNBC @WSJ @barrons @Bloomberg I address Net Dollar Retention (NDR) in detail in the post"  
[X Link](https://x.com/michaeljburry/status/2022406113682190713)  2026-02-13T20:22Z 1.7M followers, [----] engagements


"@ArgueAlone @rokajoska @CNBC @WSJ @barrons @Bloomberg Yes"  
[X Link](https://x.com/michaeljburry/status/2022406368427413860)  2026-02-13T20:23Z 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](https://x.com/michaeljburry/status/2022428540512375191)  2026-02-13T21:51Z 1.7M followers, 25.9K 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](https://x.com/michaeljburry/status/2022517592099799209)  2026-02-14T03:45Z 1.7M followers, 380.7K engagements


"Check out these two charts. This is a tomahawk dunk a killshot. Palantir accounts receivable grew 20x while revenue growth grew 6x. DSO rose form [--] to [--] days. Q4 though is the seasonal low and seasonal lows have been rising - [--] [--] [--] [--] [--] [--] [--] days. Todays best quarter (67 days) is worse than the peak quarters of [--------]. The floor keeps rising. Government customers pay slower but mix is far more commercial now. Larger deals are longer cycles but Adobe does big deals and its DSO has fallen from [--] to [--]. Scaling rapidly with new customers but HubSpot is one of the fastest growing and"  
[X Link](https://x.com/michaeljburry/status/2022558488086389190)  2026-02-14T06:28Z 1.7M followers, 275.7K engagements


"@negligible_cap This is additional material. We are discussing it in a new chat discussion on Substack and in the Notes section there"  
[X Link](https://x.com/michaeljburry/status/2022561732099534973)  2026-02-14T06:41Z 1.7M followers, 12.5K engagements

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