[GUEST ACCESS MODE: Data is scrambled or limited to provide examples. Make requests using your API key to unlock full data. Check https://lunarcrush.ai/auth for authentication information.]

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

Cassandra Unchained posts on X about tesla, $tsla, wall street, the first the most. They currently have XXXXXXXXX followers and XX posts still getting attention that total XXXXXXX engagements in the last XX hours.

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

- X Week XXXXXXXXX -XX%
- X Month XXXXXXXXXX +166%

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

- X Week XX +41%
- X Month XX +614%

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

- X Week XXXXXXXXX +0.70%
- X Month XXXXXXXXX +9.20%

### CreatorRank: XXXXXX [#](/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**
[stocks](/list/stocks)  #2393 [technology brands](/list/technology-brands)  XXXXX% [finance](/list/finance)  #405 [social networks](/list/social-networks)  XXX% [automotive brands](/list/automotive-brands)  #5814 [cryptocurrencies](/list/cryptocurrencies)  #1851 [exchanges](/list/exchanges)  XXXX%

**Social topic influence**
[tesla](/topic/tesla) #337, [$tsla](/topic/$tsla) 7.84%, [wall street](/topic/wall-street) #199, [the first](/topic/the-first) #2369, [nvda](/topic/nvda) #216, [gme](/topic/gme) #54, [open ai](/topic/open-ai) #342, [freddie](/topic/freddie) #5, [history](/topic/history) #2233, [$nvda](/topic/$nvda) #111

**Top accounts mentioned or mentioned by**
[@smallcapbob2](/creator/undefined) [@bastillebtc](/creator/undefined) [@ucopy417](/creator/undefined) [@grok](/creator/undefined) [@tenthousandx_us](/creator/undefined) [@mnuchindilutio1](/creator/undefined) [@horsemancountry](/creator/undefined) [@alialagheband](/creator/undefined) [@barbarajdurkin](/creator/undefined) [@weberj502](/creator/undefined) [@stoinkrocker](/creator/undefined) [@sharkbyte1k](/creator/undefined) [@bloomberg](/creator/undefined) [@zahertpi](/creator/undefined) [@simulatedlie](/creator/undefined) [@thisisold116](/creator/undefined) [@mrro8ot](/creator/undefined) [@morgenhatton](/creator/undefined) [@simplejack](/creator/undefined) [@fortune](/creator/undefined)

**Top assets mentioned**
[Tesla, Inc. (TSLA)](/topic/tesla) [NVIDIA Corp. (NVDA)](/topic/$nvda) [Spotify Technology (SPOT)](/topic/$spot) [Microsoft Corp. (MSFT)](/topic/microsoft) [GameStop, Corp. (GME)](/topic/$gme) [Palantir (PLTR)](/topic/$pltr) [TRILLIONS (TRILLIONS)](/topic/$trillions) [Bitcoin (BTC)](/topic/bitcoin) [Robinhood Markets, Inc. (HOOD)](/topic/$hood)
### Top Social Posts
Top posts by engagements in the last XX hours

"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 1.6M followers, 1.1M engagements


"Remember GME Bet you did not know this"  
[X Link](https://x.com/michaeljburry/status/1993908030430433460)  2025-11-27T05:01Z 1.6M followers, 4.1M 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 XXX billion IPO ASAP"  
[X Link](https://x.com/michaeljburry/status/1997153708052779199)  2025-12-06T03:58Z 1.6M followers, 2.3M 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 1.6M followers, 1.2M engagements


"July X 2021 CNBC reports my warning that meme stocks were set to crash. The red arrow belows points to July X 2021"  
[X Link](https://x.com/michaeljburry/status/1997551159222153587)  2025-12-07T06:18Z 1.6M followers, 346.1K engagements


"So I bought 50000 of these things for $XXXX. Each of those things is XXX doodads. So I spent $9200000 Not $912000000. @CNBC @WSJ @FT Each of those doodads let me sell $PLTR at $XX in 2027. That was done last month. On to much better things Nov 25th"  
[X Link](https://x.com/michaeljburry/status/1988778952299802818)  2025-11-13T01:20Z 1.6M followers, 8.2M engagements


"1st page of the Buffet Partnership closing letter May XX 1969. A year later the S&P XXX was down 30%. A decade later the S&P was down XXX% from the date of his letter. The purchasing power of the dollar fell XX% and so did the value the S&P XXX in dollars. So the total inflation-included loss for investors over that decade was over 57%"  
[X Link](https://x.com/michaeljburry/status/1991219697031999736)  2025-11-19T18:59Z 1.6M followers, 677.9K 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 1.6M followers, 2M 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 X Qs selected from the comment section on the post"  
[X Link](https://x.com/michaeljburry/status/1993060087045448009)  2025-11-24T20:52Z 1.6M followers, 2.7M engagements


"Twelve months a year Cassandra Unchained will donate X% 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"  
[X Link](https://x.com/michaeljburry/status/1996238845885481315)  2025-12-03T15:23Z 1.6M followers, 625.1K engagements


"I published Fannie & Freddie Toxic Twins No More No More It is a XX min read not a light lift. My Excel models for these two are downloadable at the end of the article"  
[X Link](https://x.com/michaeljburry/status/1998120028345192795)  2025-12-08T19:58Z 1.6M followers, 350.6K 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 1.6M followers, 1.7M 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 1.6M followers, 1.1M engagements


"Early is not wrong"  
[X Link](https://x.com/michaeljburry/status/1991194519090368702)  2025-11-19T17:19Z 1.6M followers, 1.4M engagements


"Straw men do poorly in battle $NVDA Part X The Heretics Guide to the AI Stars Unicorns and Cockroaches"  
[X Link](https://x.com/michaeljburry/status/1993503578154319999)  2025-11-26T02:14Z 1.6M followers, 472.3K engagements


"Fun facts X. Even a $X 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. X. Over XX% of subscribers on Substack are free so almost every estimate of Substack revenue you see is 10x too much. X. 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. X. Palantir is DiamondCluster"  
[X Link](https://x.com/michaeljburry/status/1997490616020742236)  2025-12-07T02:17Z 1.6M followers, 690.3K 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 $XXX billion. A couple days later Bloomberg reported on plan where Treasury sells 5-15% in each totaling a $XX 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 1.6M followers, 249.2K engagements


"I never said I was short $TSLA in my SS post. @fortune @bloomberg The article also reports on an older $XXX million bet. No it was $X 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 XXX% 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 $X trillion dollar pay package dilution is certain to continue. Teslas"  
[X Link](https://x.com/michaeljburry/status/1995863702331904154)  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 $XXX million bet. No it was $X 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 XXX% 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 $X trillion dollar pay package dilution is certain to continue. Teslas market"  
[X Link](https://x.com/michaeljburry/status/1995864524507775465)  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 $XXX million bet. No it was $X 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 XXX% 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 $X trillion dollar pay package dilution is certain to continue. Teslas market capitalization is"  
[X Link](https://x.com/michaeljburry/status/1995865614326370363)  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"  
[X Link](https://x.com/michaeljburry/status/1995868841000493425)  2025-12-02T14:53Z 1.6M followers, 75K 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 1.6M followers, 15.3M engagements


"These arent the charts you are looking for. You can go about your business"  
[X Link](https://x.com/michaeljburry/status/1985453579054800924)  2025-11-03T21:06Z 1.6M followers, 2.4M engagements


"Fake news I am not XX (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 1.6M followers, 2.2M engagements


"2025 study 2020 tweet my first and last words on COVID"  
[X Link](https://x.com/michaeljburry/status/1986984149031236042)  2025-11-08T02:28Z 1.6M followers, 670.3K 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 $XXX billion 2026-2028. By 2028 ORCL will overstate earnings XXXX% META by XXXX% etc. But it gets worse. More detail coming November 25th. Stay tuned"  
[X Link](https://x.com/michaeljburry/status/1987918650104283372)  2025-11-10T16:21Z 1.6M 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 1.6M followers, 8.5M 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 1.6M followers, 1.1M 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"  
[X Link](https://x.com/michaeljburry/status/1990402907343114393)  2025-11-17T12:53Z 1.6M followers, 764.6K engagements


"But its Baidu 2021:Useful life 4-5 years for servers 2024: Useful life 5-6 years for servers Took a RMB XXXX billion impairment on RMB 30.1B net PPE. (over 50%) Had RMB 8-11 billion cap ex each of last X years and Depreciation RMB XXX billion in 2024 In 2024 net income rose over XX% as a result of the useful life change"  
[X Link](https://x.com/michaeljburry/status/1990977620360430000)  2025-11-19T02:57Z 1.6M followers, 928.6K 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](https://x.com/michaeljburry/status/1991289193037746579)  2025-11-19T23:35Z 1.6M followers, 877K 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 X hour you win some pride"  
[X Link](https://x.com/michaeljburry/status/1991292814647259297)  2025-11-19T23:49Z 1.6M followers, 3.5M engagements


"Since the beginning of 2018 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 XX 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 1.6M followers, 2.2M engagements


"Feb XX 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:"  
[X Link](https://x.com/michaeljburry/status/1992747802951143839)  2025-11-24T00:11Z 1.6M followers, 2.3M 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 1.6M followers, 977.4K engagements


"My 1999 free to all"  
[X Link](https://x.com/michaeljburry/status/1994395548221423872)  2025-11-28T13:18Z 1.6M followers, 949.9K engagements


"The Tragic Algebra of Stock-Based Compensation. Part X 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"  
[X Link](https://x.com/michaeljburry/status/1995339280307073426)  2025-12-01T03:48Z 1.6M followers, 1M engagements


"My October X 2008 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 1.6M followers, 762.5K engagements


"I never said I was short $TSLA in my SS post. @fortune @bloomberg The article also reports on an older $XXX million bet. No it was $X 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 XXX% 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 $X 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 1.6M followers, 863K 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"  
[X Link](https://x.com/michaeljburry/status/1995874904499949938)  2025-12-02T15:17Z 1.6M followers, 774.9K 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](https://x.com/michaeljburry/status/1996749424039456792)  2025-12-05T01:12Z 1.6M followers, 270K engagements


"Jan XX 2023 - I tweet Sell Banking crisis ensues and banks fail. There is panic and stocks fall. Mar XX 2023 - I tweet This crisis could resolve very quickly. I am not seeing true danger here. March XX 2023 - I tweet I was wrong to say sell. /meme corrected"  
[X Link](https://x.com/michaeljburry/status/1996768481002639515)  2025-12-05T02:27Z 1.6M followers, 789.3K engagements


"If a point is worth making it is worth making twice"  
[X Link](https://x.com/michaeljburry/status/1997540406255292783)  2025-12-07T05:35Z 1.6M followers, 415K engagements


"I beat this drum hard in early 2021. "Prepare for #inflation" Burry tweeted on February XX 2021. "#Inflation pressure building. The Fed is monetizing $XX 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.""  
[X Link](https://x.com/michaeljburry/status/1997552975179313169)  2025-12-07T06:25Z 1.6M followers, 353.8K engagements


"The first half of 2021 I made some noise and news on a number of bearish callls - TSLA GME Bitcoin Robinhood the Nasdaq XXX. 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 2021 time to early 2023 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 X XX years later - any short call - is ridiculous. You"  
[X Link](https://x.com/michaeljburry/status/1997565315031462046)  2025-12-07T07:14Z 1.6M followers, 949.5K 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"  
[X Link](https://x.com/michaeljburry/status/1997752436589818353)  2025-12-07T19:37Z 1.6M followers, 1.1M engagements


"I published Fannie & Freddie Toxic Twins No More No More. It is a XX min read not a light lift. My Excel models for these two are downloadable at the end of the article"  
[X Link](https://x.com/michaeljburry/status/1998118235057594499)  2025-12-08T19:51Z 1.6M followers, 49K engagements


"I am learning. #justkeepswimming Beyond crypto: how tokenization is quietly rewiring markets The Paypers"  
[X Link](https://x.com/michaeljburry/status/1998432796902117450)  2025-12-09T16:41Z 1.6M followers, 459.2K engagements