{"NODES":{"2080399798956339280":{"id":"2080399798956339280","date":"2026-07-23 21:08:58","author":"Cassandra Unchained","handle":"michaeljburry","text":"For those interested I have a running a chat room Thought Pad on Substack. \nI post thoughts, charts, news/analysis day and night. There is a companion thread with an active discussion of my Thought Pad postings as well as other AMA type questions. \n\n https://open.substack.com/chat/posts/46d5ff49-5e6a-450a-9f3e-b4ca20b597be?r=4repfn&utm_medium=ios&utm_source=share","hashtags":[],"conv":"2080399798956339280","reply_id":"","quote_id":"","retweet_id":"","reply_to":"","likes":427,"retweets":30,"replies":43,"quotes":3,"views":164492,"bookmarks":90,"media":["2080399798956339280_1.jpg","2080399798956339280_2.jpg"],"has_video":false,"own":true,"url":"https://twitter.com/michaeljburry/status/2080399798956339280","type":"tweet","issues":[]},"2074504085496037479":{"id":"2074504085496037479","date":"2026-07-07 14:41:31","author":"Cassandra Unchained","handle":"michaeljburry","text":"DROP Metal\nhttps://youtu.be/wsIJvLGjmk8?is=H9OBBpJcN1ZEhG1A","hashtags":[],"conv":"2074504085496037479","reply_id":"","quote_id":"","retweet_id":"","reply_to":"","likes":211,"retweets":11,"replies":64,"quotes":3,"views":194786,"bookmarks":17,"media":[],"has_video":false,"own":true,"url":"https://twitter.com/michaeljburry/status/2074504085496037479","type":"tweet","issues":[]},"2070405334007513242":{"id":"2070405334007513242","date":"2026-06-26 07:14:32","author":"Cassandra Unchained","handle":"michaeljburry","text":"lululemon athletica (#lululemon, $LULU): An Ode to Bad Management & The Politics of Skin-Tight Leggings\nIn Defense of an 800-lb Gorilla\nhttps://open.substack.com/pub/michaeljburry/p/lululemon-athletica-lulu-where-is?r=4repfn&utm_campaign=post-expanded-share&utm_medium=web","hashtags":["lululemon"],"conv":"2070405334007513242","reply_id":"","quote_id":"","retweet_id":"","reply_to":"","likes":362,"retweets":26,"replies":38,"quotes":3,"views":191568,"bookmarks":69,"media":["2070405334007513242_1.png"],"has_video":false,"own":true,"url":"https://twitter.com/michaeljburry/status/2070405334007513242","type":"tweet","issues":[]},"2020155997319307587":{"id":"2020155997319307587","date":"2026-02-07 15:21:37","author":"Cassandra Unchained","handle":"michaeljburry","text":"Donations are now being matched through International Women's Day (March 8th)\nhttps://fistulafoundation.org/donate/\nAlso, below is my answer to a question from another forum: \n\nThe $624 is the direct cost of the surgery, from admission through discharge, including pre- and post-operative care. This an average over 1 year across the entire treatment network. Lots of different countries so clearly it will vary.\n\nThe 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 that is $1,189 - an average over 1 year across the whole program. The program runs a Salesforce database to administer the program, and this makes these sorts of calculations possible.\n\n90% of funded surgeons are from the regions they serve, and 84 cents of every dollar goes directly to program services. The Foundation works locally to establish provider training, referral networks and community outreach. One problem is many suffering women do not know that their condition is treatable at all and have suffered 5.7 years on average before receiving care. Reaching them with some urgency takes quite a lot of effort.\n\nKnowing Whitney, and knowing the program from when it was getting started, I am very confident that the claimed outcomes are real. My wife and I in fact used this one as a standard against which we set other charities under consideration years ago.\n\nGenerally, funds go directly to the local hospitals. I know Kate made this a priority when she got this all going. Kate worked for USAID and saw waste up close. She really wanted this to be different, with funds going directly where they do the most good - hospitals and doctors in sub-Saharan Africa and Asia.\n\nApproximately 6% of partners process funding through an US entity. As an example, a long-term partner in Angola is funded through their US intermediary because Angola is notoriously corrupt. But the goal is always to fund the hospital wherever possible.\n\nIn such cases where the environment is fragile or high-risk, and a US based intermediary is necessary for financial management, funds are still directed to support the care done by local hospitals and doctors, and that is where the Foundation's primary oversight remains - the local medical teams themselves.","hashtags":[],"conv":"2018758183507083455","reply_id":"2018758183507083455","quote_id":"","retweet_id":"","reply_to":"michaeljburry","likes":168,"retweets":9,"replies":8,"quotes":2,"views":80224,"bookmarks":6,"media":["2020155997319307587_1.png"],"has_video":false,"own":true,"url":"https://twitter.com/michaeljburry/status/2020155997319307587","type":"reply","issues":[]},"2002251560122827204":{"id":"2002251560122827204","date":"2025-12-20 05:35:46","author":"Cassandra Unchained","handle":"michaeljburry","text":"October 2008 many stocks bottomed, many more than bottomed in March 2009.\n\nOctober of 2008 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.","hashtags":[],"conv":"1996768481002639515","reply_id":"1996768481002639515","quote_id":"","retweet_id":"","reply_to":"michaeljburry","likes":819,"retweets":58,"replies":28,"quotes":3,"views":186780,"bookmarks":229,"media":["2002251560122827204_1.jpg","2002251560122827204_2.jpg","2002251560122827204_3.jpg"],"has_video":false,"own":true,"url":"https://twitter.com/michaeljburry/status/2002251560122827204","type":"reply","issues":[]},"1987918650104283372":{"id":"1987918650104283372","date":"2025-11-10 16:21:54","author":"Cassandra Unchained","handle":"michaeljburry","text":"Understating depreciation by extending useful life of assets artificially boosts earnings -one of the more common frauds of the modern era.\n\nMassively 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.\n\nYet this is exactly what all the hyperscalers have done.  By my estimates they will understate depreciation by $176 billion 2026-2028.\n\nBy 2028, ORCL will overstate earnings 26.9%, META by 20.8%, etc. But it gets worse. More detail coming November 25th. Stay tuned.","hashtags":[],"conv":"1987918650104283372","reply_id":"","quote_id":"","retweet_id":"","reply_to":"","likes":16064,"retweets":2312,"replies":1242,"quotes":733,"views":5594791,"bookmarks":4404,"media":["1987918650104283372_1.png"],"has_video":false,"own":true,"url":"https://twitter.com/michaeljburry/status/1987918650104283372","type":"tweet","issues":[]},"2009714026880917613":{"id":"2009714026880917613","date":"2026-01-09 19:48:57","author":"Cassandra Unchained","handle":"michaeljburry","text":"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.\n\nThis is the only hope of getting enough power to keep up with China, and it is the only hope we have as a country to grow enough to ultimately pay off our debt and guarantee long-term security, by not letting power be a limiting factor on our innovation.","hashtags":[],"conv":"2009714026880917613","reply_id":"","quote_id":"","retweet_id":"","reply_to":"","likes":7161,"retweets":680,"replies":528,"quotes":185,"views":987549,"bookmarks":863,"media":[],"has_video":false,"own":true,"url":"https://twitter.com/michaeljburry/status/2009714026880917613","type":"tweet","issues":[]},"2043052686480642349":{"id":"2043052686480642349","date":"2026-04-11 19:44:53","author":"Cassandra Unchained","handle":"michaeljburry","text":"The '80s LA I remember about this time of year. \nhttps://youtu.be/Lv2o1U93t2s?si=KhbYUro0NoP2fENZ","hashtags":[],"conv":"2043052686480642349","reply_id":"","quote_id":"","retweet_id":"","reply_to":"","likes":376,"retweets":21,"replies":42,"quotes":4,"views":230892,"bookmarks":34,"media":["2043052686480642349_1.jpg"],"has_video":false,"own":true,"url":"https://twitter.com/michaeljburry/status/2043052686480642349","type":"tweet","issues":[]},"2030858581755449435":{"id":"2030858581755449435","date":"2026-03-09 04:09:52","author":"Cassandra Unchained","handle":"michaeljburry","text":"Cassandra Unchained's March 2026 Charity of the Month is The Headstrong Project, a non-profit mental health organization providing confidential, barrier-free and stigma-free PTSD treatment to our veterans, service members, and family. \nFounded in 2012 by a combat veteran, this charity is doing the work the government should be doing. \nEvery little bit helps. Spread the word! \nhttps://theheadstrongproject.org/\nCU donates 5% of March's revenues to the Charity of the Month. \nhttps://open.substack.com/pub/michaeljburry/p/march-2026-charity-of-the-month-the?r=4repfn&utm_campaign=post&utm_medium=web&showWelcomeOnShare=true","hashtags":[],"conv":"2030858581755449435","reply_id":"","quote_id":"","retweet_id":"","reply_to":"","likes":720,"retweets":68,"replies":28,"quotes":0,"views":583779,"bookmarks":44,"media":["2030858581755449435_1.jpg"],"has_video":false,"own":true,"url":"https://twitter.com/michaeljburry/status/2030858581755449435","type":"tweet","issues":[]},"2075836197230813517":{"id":"2075836197230813517","date":"2026-07-11 06:54:51","author":"Cassandra Unchained","handle":"michaeljburry","text":"Great comment from a subscriber who commented in our Chat on his direct experience. \n\nAgentic AI is pretty difficult to implement at scale in production because (1) a bunch of new types of systems need to be built that have never existed before (orchestration /routing, context engineering, state management, multi-agent collaboration, security / compliance etc), and (2) an agentic enterprise requires completely new ways of thinking as well as new challenges in governance and culture. The second part is actually the much harder part, which is why there hasn’t been a ton of big success stories yet - every company is trying to figure it out. \n\nAnyway I don’t think the problem is at the demand layer. What’s happening at the finance layer is interesting and could be problematic. But time will tell. \n\nI would hope this is an open forum where people with different perspectives can share knowledge and discuss","hashtags":[],"conv":"2075836197230813517","reply_id":"","quote_id":"","retweet_id":"","reply_to":"","likes":1437,"retweets":91,"replies":184,"quotes":21,"views":325476,"bookmarks":515,"media":[],"has_video":false,"own":true,"url":"https://twitter.com/michaeljburry/status/2075836197230813517","type":"tweet","issues":[]},"2079801749385453611":{"id":"2079801749385453611","date":"2026-07-22 05:32:32","author":"Cassandra Unchained","handle":"michaeljburry","text":"Who needs humanoid robots? The ChatGPT moment was free and instantly made cheating in school a literal no-brainer.  Nothing can spread as fast or make more of an impact than turning off the brains of all students across the world in one instant. \n\nhttps://asia.nikkei.com/spotlight/nikkei-forum/global-digital-summit/global-digital-summit-2026/china-s-unitree-says-gpt-moment-for-robots-remains-years-away","hashtags":[],"conv":"2079801749385453611","reply_id":"","quote_id":"","retweet_id":"","reply_to":"","likes":870,"retweets":96,"replies":82,"quotes":12,"views":198236,"bookmarks":103,"media":["2079801749385453611_1.jpg"],"has_video":false,"own":true,"url":"https://twitter.com/michaeljburry/status/2079801749385453611","type":"tweet","issues":[]},"2040641163904905370":{"id":"2040641163904905370","date":"2026-04-05 04:02:21","author":"Jeffrey Gundlach","handle":"TruthGundlach","text":"RT @TruthGundlach: In 2007, I was sitting on a large amount of undrawn commitments to invest in bombed out MBS securities.\n\nDidn’t invest at all until 2008, didn’t get fully invested until March 2009.\n\nIt’s 2007 for Private Credit.\n\nCome home to DoubleLine.","hashtags":[],"conv":"2040641163904905370","reply_id":"","quote_id":"","retweet_id":"2040263429773242389","reply_to":"","likes":0,"retweets":337,"replies":0,"quotes":0,"views":91,"bookmarks":0,"media":[],"has_video":false,"own":false,"url":"https://twitter.com/TruthGundlach/status/2040641163904905370"},"2066891677676061177":{"id":"2066891677676061177","date":"2026-06-16 14:32:31","author":"Cassandra Unchained","handle":"michaeljburry","text":"That great sucking sound is momentum and the valuation vacuum it is leaving behind","hashtags":[],"conv":"2066891677676061177","reply_id":"","quote_id":"","retweet_id":"","reply_to":"","likes":2279,"retweets":156,"replies":140,"quotes":35,"views":333010,"bookmarks":157,"media":[],"has_video":false,"own":true,"url":"https://twitter.com/michaeljburry/status/2066891677676061177","type":"tweet","issues":[]},"1991289193037746579":{"id":"1991289193037746579","date":"2025-11-19 23:35:14","author":"Cassandra Unchained","handle":"michaeljburry","text":"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.\nAirlines 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.\nA100s 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 for inference.\nIf that is the direction you are going, chances are you have to be doing it, and it is not pleasant.","hashtags":[],"conv":"1991289193037746579","reply_id":"","quote_id":"","retweet_id":"","reply_to":"","likes":6014,"retweets":525,"replies":721,"quotes":156,"views":878839,"bookmarks":1048,"media":[],"has_video":false,"own":true,"url":"https://twitter.com/michaeljburry/status/1991289193037746579","type":"tweet","issues":[]},"2069410695674782167":{"id":"2069410695674782167","date":"2026-06-23 13:22:12","author":"Cassandra Unchained","handle":"michaeljburry","text":"Man is best when running from the abyss. \nhttps://youtu.be/DECp8LKurKs?si=0GidryC0xgkI_txg","hashtags":[],"conv":"2069410695674782167","reply_id":"","quote_id":"","retweet_id":"","reply_to":"","likes":343,"retweets":21,"replies":42,"quotes":1,"views":213272,"bookmarks":25,"media":[],"has_video":false,"own":true,"url":"https://twitter.com/michaeljburry/status/2069410695674782167","type":"tweet","issues":[]},"1998898103974334649":{"id":"1998898103974334649","date":"2025-12-10 23:30:20","author":"Cassandra Unchained","handle":"michaeljburry","text":"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.\n\n“However, given the stubbornness of the recent repo market volatility, Alphaville would be surprised if the Fed doesn’t unveil a dose of “temporary open market operations” before then — just to make sure Christmas isn’t ruined by an end of year funding crunch shitshow.”\n\nI would add that if the US Banking system can’t function without $3+ trillion in reserves/life support from the Fed, that is not a sign of strength but a sign of fragility.\n\nIt was $2.2 trillion pre-2023 banking crisis. The temporary BTFP support became load-bearing. In 2007 it was $45 Billion with a B.  That reserve level might grow with the economy, but the economy sure isn’t doing that well.\n\nSo I’d say US Banks are getting weaker way too fast.\n\nSeems that after every crisis now the Fed needs to expand its balance sheet permanently or guarantee a bank funding crisis. No wonder stocks are doing well.\n\nOn CNBC you’ll hear recommendations to buy bank stocks because they are so overcapitalized and the economy is improving, but I don’t. In general, for amounts over the $250K FDIC limit, I keep cash in Treasury Money Market Funds.\n\nThe practical limit of this might be full nationalization of the US bond market - the Fed owns all $40 trillion US debt.  So party on, I guess. \n\nBonus if you caught this too -  the US Treasury has been tilting its sales toward short-term Bills to avoid driving 10 year rates up. So the Fed's focus on buying Bills is awfully convenient. \n\nThe Fed and the US Treasury sittin' in a tree\nK I S S...\n\nRIP QT; long live ‘reserve management purchases’ https://giftarticle.ft.com/giftarticle/actions/redeem/7cab5ba1-3f32-4b0f-8299-f872d88f47ef via @FinancialTimes","hashtags":[],"conv":"1998898103974334649","reply_id":"","quote_id":"","retweet_id":"","reply_to":"","likes":3990,"retweets":574,"replies":269,"quotes":83,"views":591063,"bookmarks":1064,"media":["1998898103974334649_1.png","1998898103974334649_2.png"],"has_video":false,"own":true,"url":"https://twitter.com/michaeljburry/status/1998898103974334649","type":"tweet","issues":[]},"2029394296559030600":{"id":"2029394296559030600","date":"2026-03-05 03:11:19","author":"Cassandra Unchained","handle":"michaeljburry","text":"The headline here is the Cash Conversion Cycle is extending permanently along with Days Inventory Outstanding.\nThis new reality reflects a deliberate decision to lock up supply chain capacity further than Nvidia has ever done before.\nThe Form 10-K shows Nvidia has $117B total supply obligations (inventory+purchase agreements), nearly matching Nvidia’s Operating Cash Flow for the year. The chart below shows…\n\nhttps://open.substack.com/pub/michaeljburry/p/short-thought-nvidia-ratchets-up?r=4repfn&utm_medium=ios","hashtags":[],"conv":"2029371715550433437","reply_id":"2029371715550433437","quote_id":"","retweet_id":"","reply_to":"michaeljburry","likes":168,"retweets":9,"replies":11,"quotes":1,"views":70546,"bookmarks":27,"media":["2029394296559030600_1.jpg"],"has_video":false,"own":true,"url":"https://twitter.com/michaeljburry/status/2029394296559030600","type":"reply","issues":["reply-parent unavailable"]},"2082195243555033097":{"id":"2082195243555033097","date":"2026-07-28 20:03:26","author":"Cassandra Unchained","handle":"michaeljburry","text":"Foundations: The Psychology of Investing in the Information Age\nCNBC’s Warren Buffett Archive, AI and Decision-Making\nhttps://open.substack.com/pub/michaeljburry/p/foundations-cnbcs-warren-buffett?r=4repfn&utm_campaign=post&utm_medium=web\n\n\"Excitedly “cramming” all at once will only mean long-term memory is not attained for the content one’s prefrontal cortex so urgently consumed.\n\nWorse, that same prefrontal cortex becomes overloaded with information that cannot be properly processed. This produces cognitive fatigue, affecting the rest of your day in negative ways.\n\nYes, cramming for one thing makes one dumber for other things. What’s worse, it gives one more ADHD, which no one today needs.\n\nMost of us learned this intuitively during college. Or, are realizing it now.\"","hashtags":[],"conv":"2082195243555033097","reply_id":"","quote_id":"","retweet_id":"","reply_to":"","likes":666,"retweets":84,"replies":49,"quotes":4,"views":163010,"bookmarks":275,"media":["2082195243555033097_1.jpg"],"has_video":false,"own":true,"url":"https://twitter.com/michaeljburry/status/2082195243555033097","type":"tweet","issues":[]},"2072169054811435105":{"id":"2072169054811435105","date":"2026-07-01 04:02:56","author":"Cassandra Unchained","handle":"michaeljburry","text":"Staying married, a happy household, evidence of the parents working hard, childhood sports and watch all competitions, lots of hugs, reward merit, punish only egregious misbehavior, don't yell, restrict social media, monitor messages through 8th grade, the real expectation is college and academic excellence without pressure from parents, get children reading books early, no pacifiers, respond to needs not wants, babies sleep on their own through the night by 6 months, identify develop and support any talent or aptiude, one sport after age 10 is ok, communicate openly and easily with kids through grade 12,  allow mistakes, and leave them alone in college. And then hope.","hashtags":[],"conv":"2072169054811435105","reply_id":"","quote_id":"","retweet_id":"","reply_to":"","likes":10831,"retweets":841,"replies":379,"quotes":79,"views":756729,"bookmarks":4809,"media":[],"has_video":false,"own":true,"url":"https://twitter.com/michaeljburry/status/2072169054811435105","type":"tweet","issues":[]},"2015638695336923622":{"id":"2015638695336923622","date":"2026-01-26 04:11:28","author":"Cassandra Unchained","handle":"michaeljburry","text":"Repatriation pending.","hashtags":[],"conv":"2015638695336923622","reply_id":"","quote_id":"","retweet_id":"","reply_to":"","likes":4453,"retweets":578,"replies":271,"quotes":101,"views":819853,"bookmarks":872,"media":["2015638695336923622_1.jpg","2015638695336923622_2.jpg","2015638695336923622_3.jpg","2015638695336923622_4.jpg"],"has_video":false,"own":true,"url":"https://twitter.com/michaeljburry/status/2015638695336923622","type":"tweet","issues":[]},"2008622219476308448":{"id":"2008622219476308448","date":"2026-01-06 19:30:30","author":"Cassandra Unchained","handle":"michaeljburry","text":"Interesting oil science behind the events of this past weekend in Venezuela. The more you know... \nJust sharing - I did not write this, and it is free. \nhttps://open.substack.com/pub/endtropy/p/trumps-enormous-c-length-win-over?r=4repfn&utm_campaign=post&utm_medium=web","hashtags":[],"conv":"2008622219476308448","reply_id":"","quote_id":"","retweet_id":"","reply_to":"","likes":2000,"retweets":297,"replies":133,"quotes":47,"views":378108,"bookmarks":1303,"media":["2008622219476308448_1.png"],"has_video":false,"own":true,"url":"https://twitter.com/michaeljburry/status/2008622219476308448","type":"tweet","issues":[]},"2001455251065385275":{"id":"2001455251065385275","date":"2025-12-18 00:51:31","author":"The Wall Street Journal","handle":"WSJ","text":"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://on.wsj.com/4oYZaC8","hashtags":[],"conv":"2001455251065385275","reply_id":"","quote_id":"2001462106433204714","retweet_id":"","reply_to":"","likes":207,"retweets":31,"replies":18,"quotes":27,"views":603741,"bookmarks":42,"media":["2001455251065385275_1.jpg"],"has_video":false,"own":false,"url":"https://twitter.com/WSJ/status/2001455251065385275"},"2011881092433736147":{"id":"2011881092433736147","date":"2026-01-15 19:20:06","author":"Cassandra Unchained","handle":"michaeljburry","text":"New post.\nThe Payments Giants: FEE FI FOUR Umm… \nThe 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.\nThe 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. Irreverent newcomers have installed ferries all over the place without putting the time and capital into a bridge.\nWhen a mature business loses its pre-eminent position, it must buy things to grow. Or, sell to another buying things to grow.\nhttps://open.substack.com/pub/michaeljburry/p/the-payments-giants-fee-fi-four-umm?utm_campaign=post-expanded-share&utm_medium=web","hashtags":[],"conv":"2011881092433736147","reply_id":"","quote_id":"","retweet_id":"","reply_to":"","likes":1145,"retweets":87,"replies":106,"quotes":18,"views":486542,"bookmarks":332,"media":["2011881092433736147_1.png"],"has_video":false,"own":true,"url":"https://twitter.com/michaeljburry/status/2011881092433736147","type":"tweet","issues":[]},"2023443180499214692":{"id":"2023443180499214692","date":"2026-02-16 17:03:42","author":"Cassandra Unchained","handle":"michaeljburry","text":"Convergence, commoditzation, compression and reflexivity - the 4 horsemen of the data center buildout apocalypse. \nDeepSeek V4 launches mid-February 2026 1T parameters, 1M token context, 3 architectural innovations @ 10-40x lower than Western Comps $NVDA https://introl.com/blog/deepseek-v4-trillion-parameter-coding-model-february-2026","hashtags":[],"conv":"2023443180499214692","reply_id":"","quote_id":"","retweet_id":"","reply_to":"","likes":1755,"retweets":216,"replies":132,"quotes":92,"views":1257822,"bookmarks":729,"media":["2023443180499214692_1.jpg"],"has_video":false,"own":true,"url":"https://twitter.com/michaeljburry/status/2023443180499214692","type":"tweet","issues":[]},"2003301197781041457":{"id":"2003301197781041457","date":"2025-12-23 03:06:39","author":"Cassandra Unchained","handle":"michaeljburry","text":"And one from before","hashtags":[],"conv":"1996768481002639515","reply_id":"1996768481002639515","quote_id":"","retweet_id":"","reply_to":"michaeljburry","likes":392,"retweets":28,"replies":37,"quotes":2,"views":113889,"bookmarks":61,"media":["2003301197781041457_1.png","2003301197781041457_2.png"],"has_video":false,"own":true,"url":"https://twitter.com/michaeljburry/status/2003301197781041457","type":"reply","issues":[]},"1984067754270319052":{"id":"1984067754270319052","date":"2025-10-31 01:19:49","author":"Cassandra Unchained","handle":"michaeljburry","text":"Sometimes, we see bubbles.\nSometimes, there is something to do about it.\nSometimes, the only winning move is not to play.","hashtags":[],"conv":"1984067754270319052","reply_id":"","quote_id":"","retweet_id":"","reply_to":"","likes":45391,"retweets":6183,"replies":2492,"quotes":2348,"views":15344221,"bookmarks":5153,"media":["1984067754270319052_1.jpg"],"has_video":false,"own":true,"url":"https://twitter.com/michaeljburry/status/1984067754270319052","type":"tweet","issues":[]},"2068818945843273955":{"id":"2068818945843273955","date":"2026-06-21 22:10:48","author":"Cassandra Unchained","handle":"michaeljburry","text":"I am a fan of midjourney, but wow.  Read until the end. \nThis is indeed how medicine and health care can be reimagined in this new paradigm of untold processing power. \nhttps://www.midjourney.com/medical/blogpost","hashtags":[],"conv":"2068818945843273955","reply_id":"","quote_id":"","retweet_id":"","reply_to":"","likes":1150,"retweets":73,"replies":47,"quotes":20,"views":270373,"bookmarks":621,"media":["2068818945843273955_1.jpg","2068818945843273955_2.jpg","2068818945843273955_3.jpg","2068818945843273955_4.jpg"],"has_video":false,"own":true,"url":"https://twitter.com/michaeljburry/status/2068818945843273955","type":"tweet","issues":[]},"2042679109789118542":{"id":"2042679109789118542","date":"2026-04-10 19:00:25","author":"Cassandra Unchained","handle":"michaeljburry","text":"The last  @asilaydyingband  album was different but asbolutely incredible. \nhttps://youtu.be/ImrRjeKMHVk?si=7H7W7mwtdRaifUeM","hashtags":[],"conv":"2042679109789118542","reply_id":"","quote_id":"","retweet_id":"","reply_to":"","likes":211,"retweets":15,"replies":6,"quotes":3,"views":173916,"bookmarks":15,"media":[],"has_video":false,"own":true,"url":"https://twitter.com/michaeljburry/status/2042679109789118542","type":"tweet","issues":[]},"2083948623771894117":{"id":"2083948623771894117","date":"2026-08-02 16:10:44","author":"Cassandra Unchained","handle":"michaeljburry","text":"Do not forget your weekend's mandatory read.  \nWhat happened last week explained. \nFoundations: Market Structure, Volatility Targeting, Pod Shops & Other Gremlins\nhttps://open.substack.com/pub/michaeljburry/p/foundations-market-structure-and?r=4repfn&utm_campaign=post&utm_medium=web&showWelcomeOnShare=true\nThe Type of Read that Grants the Reader not only Understanding but Air Superiority","hashtags":[],"conv":"2083948623771894117","reply_id":"","quote_id":"","retweet_id":"","reply_to":"","likes":385,"retweets":29,"replies":40,"quotes":1,"views":103798,"bookmarks":142,"media":["2083948623771894117_1.jpg"],"has_video":false,"own":true,"url":"https://twitter.com/michaeljburry/status/2083948623771894117","type":"tweet","issues":[]},"1988441508660285536":{"id":"1988441508660285536","date":"2025-11-12 02:59:33","author":"Cassandra Unchained","handle":"michaeljburry","text":"Me then, me now. Oh well. \nIt worked out. It will work out","hashtags":[],"conv":"1988441508660285536","reply_id":"","quote_id":"","retweet_id":"","reply_to":"","likes":24942,"retweets":1930,"replies":1347,"quotes":613,"views":8469488,"bookmarks":1713,"media":["1988441508660285536_1.jpg"],"has_video":false,"own":true,"url":"https://twitter.com/michaeljburry/status/1988441508660285536","type":"tweet","issues":[]},"2035764031944835345":{"id":"2035764031944835345","date":"2026-03-22 17:02:22","author":"Cassandra Unchained","handle":"michaeljburry","text":"https://www.youtube.com/watch?v=PYbhK1O3Kok","hashtags":[],"conv":"2035748922161766668","reply_id":"2035748922161766668","quote_id":"","retweet_id":"","reply_to":"michaeljburry","likes":88,"retweets":4,"replies":8,"quotes":1,"views":162138,"bookmarks":7,"media":["2035764031944835345_1.jpg"],"has_video":false,"own":true,"url":"https://twitter.com/michaeljburry/status/2035764031944835345","type":"reply","issues":[]},"2064425425036558498":{"id":"2064425425036558498","date":"2026-06-09 19:12:31","author":"Cassandra Unchained","handle":"michaeljburry","text":"Who's driving?\n\nhttps://youtu.be/XYYGKCanqfA?si=t6BMSc35eW2bnsc1","hashtags":[],"conv":"2064425425036558498","reply_id":"","quote_id":"","retweet_id":"","reply_to":"","likes":297,"retweets":33,"replies":71,"quotes":1,"views":177021,"bookmarks":21,"media":[],"has_video":false,"own":true,"url":"https://twitter.com/michaeljburry/status/2064425425036558498","type":"tweet","issues":[]},"2081807016939364529":{"id":"2081807016939364529","date":"2026-07-27 18:20:45","author":"Cassandra Unchained","handle":"michaeljburry","text":"Ta-da!","hashtags":[],"conv":"2081807016939364529","reply_id":"","quote_id":"","retweet_id":"","reply_to":"","likes":6852,"retweets":1125,"replies":394,"quotes":147,"views":833118,"bookmarks":2060,"media":["2081807016939364529_1.jpg"],"has_video":false,"own":true,"url":"https://twitter.com/michaeljburry/status/2081807016939364529","type":"tweet","issues":[]},"2009480062320709918":{"id":"2009480062320709918","date":"2026-01-09 04:19:15","author":"Cassandra Unchained","handle":"michaeljburry","text":"Tomorrow am.","hashtags":[],"conv":"2009480062320709918","reply_id":"","quote_id":"","retweet_id":"","reply_to":"","likes":2009,"retweets":97,"replies":103,"quotes":16,"views":385843,"bookmarks":398,"media":["2009480062320709918_1.jpg"],"has_video":false,"own":true,"url":"https://twitter.com/michaeljburry/status/2009480062320709918","type":"tweet","issues":[]},"2080826151514021902":{"id":"2080826151514021902","date":"2026-07-25 01:23:09","author":"Cassandra Unchained","handle":"michaeljburry","text":"Those assets were never meant to mix, so fast-growing is not really what we want. http://x.com/i/article/2080823310816886784","hashtags":[],"conv":"2080826151514021902","reply_id":"","quote_id":"","retweet_id":"","reply_to":"","likes":1139,"retweets":78,"replies":36,"quotes":8,"views":472979,"bookmarks":1208,"media":["2080826151514021902_1.jpg"],"has_video":false,"own":true,"url":"https://twitter.com/michaeljburry/status/2080826151514021902","type":"tweet","issues":[]},"2066638817193259332":{"id":"2066638817193259332","date":"2026-06-15 21:47:44","author":"Cassandra Unchained","handle":"michaeljburry","text":"It has been ridiculous for a very very long time.","hashtags":[],"conv":"2066638817193259332","reply_id":"","quote_id":"","retweet_id":"","reply_to":"","likes":4971,"retweets":436,"replies":477,"quotes":104,"views":729612,"bookmarks":298,"media":[],"has_video":false,"own":true,"url":"https://twitter.com/michaeljburry/status/2066638817193259332","type":"tweet","issues":[]},"2075791672726675688":{"id":"2075791672726675688","date":"2026-07-11 03:57:55","author":"Cassandra Unchained","handle":"michaeljburry","text":"Now, Class, repeat after me. I will never buy cyclicals at low PEs and record earnings. Say it again. I will never buy cyclicals at low PEs and record earnings.","hashtags":[],"conv":"2075791672726675688","reply_id":"","quote_id":"","retweet_id":"","reply_to":"","likes":7544,"retweets":529,"replies":595,"quotes":125,"views":2550604,"bookmarks":2877,"media":[],"has_video":false,"own":true,"url":"https://twitter.com/michaeljburry/status/2075791672726675688","type":"tweet","issues":[]},"2080755449129795775":{"id":"2080755449129795775","date":"2026-07-24 20:42:12","author":"Cassandra Unchained","handle":"michaeljburry","text":"Trading Post July 24, 2026 - 4 Shorts, 3 Longs\nNo frills trading update on a busy day, a word on Palantir, and how to find your peace on top a pile of gold. \nhttps://open.substack.com/pub/michaeljburry/p/trading-post-july-24-2026?r=4repfn&utm_campaign=post-expanded-share&utm_medium=post%20viewer  #nvidia #qqq #patience","hashtags":["nvidia","qqq","patience"],"conv":"2080755449129795775","reply_id":"","quote_id":"","retweet_id":"","reply_to":"","likes":357,"retweets":21,"replies":113,"quotes":3,"views":142041,"bookmarks":48,"media":["2080755449129795775_1.jpg"],"has_video":false,"own":true,"url":"https://twitter.com/michaeljburry/status/2080755449129795775","type":"tweet","issues":[]},"2028978877221986764":{"id":"2028978877221986764","date":"2026-03-03 23:40:35","author":"Cassandra Unchained","handle":"michaeljburry","text":"Foundations: U.S. Market Structure & Value \nPowerful Trends, Increasing Fragility & Coiled Tension\nI have been attacking the narrative, warning of failed expectations.\n\nI have yet to tackle directly the overvaluation of the market itself, which is generally a good thing - for a very specific reason. Along these lines, however, I do track something that I want to share with you.\n\nhttps://open.substack.com/pub/michaeljburry/p/foundations-us-market-structure-and?utm_campaign=post-expanded-share&utm_medium=post%20viewer","hashtags":[],"conv":"2028978877221986764","reply_id":"","quote_id":"","retweet_id":"","reply_to":"","likes":1616,"retweets":156,"replies":107,"quotes":6,"views":562693,"bookmarks":493,"media":["2028978877221986764_1.png"],"has_video":false,"own":true,"url":"https://twitter.com/michaeljburry/status/2028978877221986764","type":"tweet","issues":[]},"2053663052491280843":{"id":"2053663052491280843","date":"2026-05-11 02:26:41","author":"Cassandra Unchained","handle":"michaeljburry","text":"Beast. RIP Alexi @COBHC  \nLots of hate out there. Bring it on. \nhttps://www.youtube.com/watch?v=JQO9mc_jdUM","hashtags":[],"conv":"2053663052491280843","reply_id":"","quote_id":"","retweet_id":"","reply_to":"","likes":274,"retweets":15,"replies":32,"quotes":0,"views":197483,"bookmarks":20,"media":["2053663052491280843_1.jpg"],"has_video":false,"own":true,"url":"https://twitter.com/michaeljburry/status/2053663052491280843","type":"tweet","issues":[]},"2064177398204051592":{"id":"2064177398204051592","date":"2026-06-09 02:46:56","author":"Cassandra Unchained","handle":"michaeljburry","text":"Sometimes investing is really that easy. \nhttps://open.substack.com/pub/michaeljburry/p/trading-post-june-8-2026?r=4repfn&utm_campaign=post-expanded-share&utm_medium=web","hashtags":[],"conv":"2064177398204051592","reply_id":"","quote_id":"","retweet_id":"","reply_to":"","likes":606,"retweets":72,"replies":70,"quotes":10,"views":169408,"bookmarks":344,"media":["2064177398204051592_1.jpg"],"has_video":false,"own":true,"url":"https://twitter.com/michaeljburry/status/2064177398204051592","type":"tweet","issues":[]},"2001713564676165664":{"id":"2001713564676165664","date":"2025-12-18 17:57:58","author":"Cassandra Unchained","handle":"michaeljburry","text":"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 family’s 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 1987. 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 1989 to 1992. 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 first coding assistant I used was an HTML editor called HoT MetaL sometime in 1995. I worked just off Sandhill Road during the .com boom 1998-2000, though I was in medicine. And growing up and raising my kids in Silicon Valley means all my friends are/were semiconductor execs and successful founders. But I went on to other things, did not stay current, and haven’t coded in 3 decades. I also never took an accounting class, so none of this really means anything. Being a good investor in an industry does not require having worked in the industry. It just requires work (and lots of reading - thanks Tae).","hashtags":[],"conv":"2001713564676165664","reply_id":"","quote_id":"","retweet_id":"","reply_to":"","likes":2351,"retweets":146,"replies":121,"quotes":15,"views":287331,"bookmarks":328,"media":[],"has_video":false,"own":true,"url":"https://twitter.com/michaeljburry/status/2001713564676165664","type":"tweet","issues":[]},"2012226895610257657":{"id":"2012226895610257657","date":"2026-01-16 18:14:11","author":"Cassandra Unchained","handle":"michaeljburry","text":"Just your daily reminder that stocks are expensive.\n\nTo 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.\n\nThis 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 something is broken. To get to the 15% price ($38), it needs to fall 76% from that $160 level. At that point, the business is being treated as terminal. The 20% price is just where everyone wants to give up and go home. And we only see that in any widespread fashion when everyone is indeed giving up and going home - like the 2008-2009 bottom and the second half of 2002. 2020 early in COVID got close but not like that. It’s been a long, long time since it got like that.\n\nValue investors have looked like idiots for a long, long time. Adjust the PE correctly for SBC, Depreciation, Amortization, Fixed/Capital Leases, etc, and it gets worse. \nhttps://open.substack.com/pub/michaeljburry/p/the-payments-giants-fee-fi-four-umm?r=4repfn&utm_campaign=post&utm_medium=web","hashtags":[],"conv":"2012226895610257657","reply_id":"","quote_id":"","retweet_id":"","reply_to":"","likes":2784,"retweets":291,"replies":237,"quotes":46,"views":392038,"bookmarks":1134,"media":["2012226895610257657_1.png"],"has_video":false,"own":true,"url":"https://twitter.com/michaeljburry/status/2012226895610257657","type":"tweet","issues":[]},"2019432816115880188":{"id":"2019432816115880188","date":"2026-02-05 15:27:57","author":"Cassandra Unchained","handle":"michaeljburry","text":"Alphabet changed risk factor language and useful life methodology language to include \"historical asset performance\" and \"expected technology advancements.\"","hashtags":[],"conv":"2019432816115880188","reply_id":"","quote_id":"","retweet_id":"","reply_to":"","likes":2075,"retweets":161,"replies":119,"quotes":15,"views":287846,"bookmarks":320,"media":["2019432816115880188_1.png"],"has_video":false,"own":true,"url":"https://twitter.com/michaeljburry/status/2019432816115880188","type":"tweet","issues":[]},"2060417531794600188":{"id":"2060417531794600188","date":"2026-05-29 17:46:34","author":"Cassandra Unchained","handle":"michaeljburry","text":"Free to anyone interested. \nPart IV of the Heretic’s Guide to AI’ Stars is coming along nicely. In light of the news today about Apollo’s $38 billion debt raise for $GOOG TPUs (not $NVDA GPUs) for Anthropic, I have decided to pre-release one visual from Part IV. Enjoy. \n\n https://open.substack.com/pub/michaeljburry/p/short-thoughts-may-29-2026?r=4repfn&utm_medium=ios","hashtags":[],"conv":"2060417531794600188","reply_id":"","quote_id":"","retweet_id":"","reply_to":"","likes":571,"retweets":90,"replies":60,"quotes":17,"views":317647,"bookmarks":243,"media":["2060417531794600188_1.jpg"],"has_video":false,"own":true,"url":"https://twitter.com/michaeljburry/status/2060417531794600188","type":"tweet","issues":[]},"1990609176783938034":{"id":"1990609176783938034","date":"2025-11-18 02:33:06","author":"Cassandra Unchained","handle":"michaeljburry","text":"Long MOH stock and Long PLTR puts, like peanut butter and bananas.","hashtags":[],"conv":"1990609176783938034","reply_id":"","quote_id":"","retweet_id":"","reply_to":"","likes":5334,"retweets":384,"replies":452,"quotes":128,"views":1065618,"bookmarks":614,"media":[],"has_video":false,"own":true,"url":"https://twitter.com/michaeljburry/status/1990609176783938034","type":"tweet","issues":[]},"2013807176704245852":{"id":"2013807176704245852","date":"2026-01-21 02:53:40","author":"Cassandra Unchained","handle":"michaeljburry","text":"This is not surprising and will not end with OpenAI. \nAll the capital being being spent and lent by the richest companies on earth will not buy enough time-by the very definition of mania. \nThe government will pull out all the stops to save the AI bubble to save the market to save the economy.\nThe problem is too big to save, again by that very same definition.","hashtags":[],"conv":"2013807176704245852","reply_id":"","quote_id":"","retweet_id":"","reply_to":"","likes":5086,"retweets":607,"replies":309,"quotes":74,"views":1201634,"bookmarks":1566,"media":[],"has_video":false,"own":true,"url":"https://twitter.com/michaeljburry/status/2013807176704245852","type":"tweet","issues":[]},"2052826591416189318":{"id":"2052826591416189318","date":"2026-05-08 19:02:53","author":"Cassandra Unchained","handle":"michaeljburry","text":"New Trading Post today. \n\nTrading Post Friday May 8, 2026 https://open.substack.com/pub/michaeljburry/p/trading-post-friday-may-8-2026?r=4repfn&utm_campaign=post-expanded-share&utm_medium=web","hashtags":[],"conv":"2052826591416189318","reply_id":"","quote_id":"","retweet_id":"","reply_to":"","likes":264,"retweets":26,"replies":0,"quotes":1,"views":94805,"bookmarks":23,"media":["2052826591416189318_1.png"],"has_video":false,"own":true,"url":"https://twitter.com/michaeljburry/status/2052826591416189318","type":"tweet","issues":[]},"2069462617836355761":{"id":"2069462617836355761","date":"2026-06-23 16:48:31","author":"Cassandra Unchained","handle":"michaeljburry","text":"Timeless Seth Klarman.\n\nWhat the world needs now \nIs a Margin of Safety","hashtags":[],"conv":"2069462617836355761","reply_id":"","quote_id":"","retweet_id":"","reply_to":"","likes":1023,"retweets":119,"replies":48,"quotes":12,"views":225856,"bookmarks":458,"media":["2069462617836355761_1.jpg","2069462617836355761_2.jpg","2069462617836355761_3.jpg","2069462617836355761_4.jpg"],"has_video":false,"own":true,"url":"https://twitter.com/michaeljburry/status/2069462617836355761","type":"tweet","issues":[]},"1986984149031236042":{"id":"1986984149031236042","date":"2025-11-08 02:28:32","author":"Cassandra Unchained","handle":"michaeljburry","text":"2025 study, 2020 tweet, my first and last words on COVID.\n\nhttps://www.sciencedirect.com/science/article/pii/S1876034125000474","hashtags":[],"conv":"1986984149031236042","reply_id":"","quote_id":"","retweet_id":"","reply_to":"","likes":5757,"retweets":575,"replies":281,"quotes":55,"views":670279,"bookmarks":711,"media":["1986984149031236042_1.jpg","1986984149031236042_2.jpg"],"has_video":false,"own":true,"url":"https://twitter.com/michaeljburry/status/1986984149031236042","type":"tweet","issues":[]},"2015829681577062878":{"id":"2015829681577062878","date":"2026-01-26 16:50:23","author":"Cassandra Unchained","handle":"michaeljburry","text":"Final Stop GameStop: The Jig is Up \n\nIn Part 1, I outlined how he arrived on the scene – we had a talk in 2019 about GameStop and investing. The Chewy founder then made a big splash as an activist with a Form 13D filing later in 2020.\nHe has held on with the diamondest hands.\nRyan, the current Executive Chairman, CEO and owner of now about 9% of GameStop stock, ascended to this dual role in September 2023.\nLet’s take a look at the business as it stands today.\nHere I will introduce the Scion Analyst Template, in parts. This is a Microsoft Word template I put together for my wayward analysts early in 2006. The idea was to get everyone thinking my way about analyzing stocks.\nI will now, as I would have in 2006, analyze GameStop stock by working through the template one section at a time.\n\nhttps://open.substack.com/pub/michaeljburry/p/final-stop-gamestop-the-jig-is-up?r=4repfn&utm_campaign=post&utm_medium=web&showWelcomeOnShare=true","hashtags":[],"conv":"2015829681577062878","reply_id":"","quote_id":"","retweet_id":"","reply_to":"","likes":6334,"retweets":1542,"replies":472,"quotes":218,"views":1109612,"bookmarks":1241,"media":["2015829681577062878_1.jpg"],"has_video":false,"own":true,"url":"https://twitter.com/michaeljburry/status/2015829681577062878","type":"tweet","issues":[]},"2052880517641482480":{"id":"2052880517641482480","date":"2026-05-08 22:37:10","author":"Cassandra Unchained","handle":"michaeljburry","text":"The birth of metal.\n\nhttps://youtu.be/2aXoOuenwkU?si=IEcVfelOtgHjoBU3","hashtags":[],"conv":"2052880517641482480","reply_id":"","quote_id":"","retweet_id":"","reply_to":"","likes":405,"retweets":41,"replies":0,"quotes":8,"views":188896,"bookmarks":72,"media":[],"has_video":false,"own":true,"url":"https://twitter.com/michaeljburry/status/2052880517641482480","type":"tweet","issues":[]},"2075840663778623489":{"id":"2075840663778623489","date":"2026-07-11 07:12:36","author":"Cassandra Unchained","handle":"michaeljburry","text":"#kalshi as with all #PredictionMarkets is In a regulatory loophole within an extremely heavily taxed and excessively regulated industry that is gambling no matter what anyone calls it. It is as old as humanity and has driven people to enslave their families and descendents in long ago times. Worse, there is nothing preventing cheating in prediction markets. Cheating, the only activity as old as gambling, with the same power to drive humans to  extremes. So Kalshi presents the ability to gamble and cheat, and the loophole allows all of it in every state. So of course it is number 1 by a mile and will keep growing as long as society steps aside and lets these horrific base human weaknesses run roughshod over all and any logical, moral and decent challenge.","hashtags":["kalshi","predictionmarkets"],"conv":"2075840663778623489","reply_id":"","quote_id":"","retweet_id":"","reply_to":"","likes":3290,"retweets":274,"replies":167,"quotes":34,"views":350667,"bookmarks":337,"media":[],"has_video":false,"own":true,"url":"https://twitter.com/michaeljburry/status/2075840663778623489","type":"tweet","issues":[]},"2056123533449646520":{"id":"2056123533449646520","date":"2026-05-17 21:23:45","author":"Cassandra Unchained","handle":"michaeljburry","text":"National Brain Tumor Society @NBTStweets  is the Cassandra Unchained Charity of the Month. \nMay is Brain Tumor Awareness Month #graymay\nMay 17th, is International Oligodendroglioma Day\nI wrote about my affinity for the National Brain Tumor Society in the free post below.  #braintumor\nhttps://open.substack.com/pub/michaeljburry/p/national-brain-tumor-society-may?r=4repfn&utm_campaign=post-expanded-share&utm_medium=web","hashtags":["graymay","braintumor"],"conv":"2056123533449646520","reply_id":"","quote_id":"","retweet_id":"","reply_to":"","likes":286,"retweets":32,"replies":18,"quotes":2,"views":98205,"bookmarks":14,"media":["2056123533449646520_1.jpg"],"has_video":false,"own":true,"url":"https://twitter.com/michaeljburry/status/2056123533449646520","type":"tweet","issues":[]},"2075785062943949006":{"id":"2075785062943949006","date":"2026-07-11 03:31:39","author":"Cassandra Unchained","handle":"michaeljburry","text":"Buy Internet Stocks You Idiot!","hashtags":[],"conv":"2075785062943949006","reply_id":"","quote_id":"","retweet_id":"","reply_to":"","likes":3075,"retweets":162,"replies":150,"quotes":42,"views":426255,"bookmarks":215,"media":["2075785062943949006_1.jpg"],"has_video":false,"own":true,"url":"https://twitter.com/michaeljburry/status/2075785062943949006","type":"tweet","issues":[]},"2074468312944165020":{"id":"2074468312944165020","date":"2026-07-07 12:19:22","author":"Cassandra Unchained","handle":"michaeljburry","text":"80s Metal \nhttps://youtu.be/VMACc_dTABg?is=uXsp7ACM6L_hl47O","hashtags":[],"conv":"2074468312944165020","reply_id":"","quote_id":"","retweet_id":"","reply_to":"","likes":291,"retweets":22,"replies":48,"quotes":1,"views":216739,"bookmarks":14,"media":[],"has_video":false,"own":true,"url":"https://twitter.com/michaeljburry/status/2074468312944165020","type":"tweet","issues":[]},"2075785890689868117":{"id":"2075785890689868117","date":"2026-07-11 03:34:57","author":"Cassandra Unchained","handle":"michaeljburry","text":"Home prices never fall! Buy 5 houses! Are you both dumb AND blind?","hashtags":[],"conv":"2075785890689868117","reply_id":"","quote_id":"","retweet_id":"","reply_to":"","likes":3621,"retweets":205,"replies":263,"quotes":34,"views":617170,"bookmarks":404,"media":["2075785890689868117_1.jpg"],"has_video":false,"own":true,"url":"https://twitter.com/michaeljburry/status/2075785890689868117","type":"tweet","issues":[]},"2042273755485888810":{"id":"2042273755485888810","date":"2026-04-09 16:09:41","author":"Claude","handle":"claudeai","text":"Claude Cowork is now generally available to all paid plans.\n\nFor Enterprise, we are adding role-based access controls, group spend limits, usage analytics, and expanded OpenTelemetry to give admins what they need to deploy it across the org.","hashtags":[],"conv":"2042273755485888810","reply_id":"","quote_id":"2042283136529076686","retweet_id":"","reply_to":"","likes":10189,"retweets":733,"replies":419,"quotes":247,"views":3496769,"bookmarks":3827,"media":[],"has_video":true,"own":false,"url":"https://twitter.com/claudeai/status/2042273755485888810"},"2070903864870805743":{"id":"2070903864870805743","date":"2026-06-27 16:15:31","author":"Cassandra Unchained","handle":"michaeljburry","text":"Sunday Big Read\nTwo free recent articles no paywalls: \nThe Heretic’s Guide to AI’s Stars Part III: \n(AI Demand, Offshore Financing, & More)\nhttps://open.substack.com/pub/michaeljburry/p/the-heretics-guide-to-ais-stars-part?r=4repfn&utm_medium=ios\nSoftware & Payments Stocks Part II: Productivity Tools and Cybersecurity\n(Part 2 of 6)\nhttps://open.substack.com/pub/michaeljburry/p/50-software-and-payments-stocks-part?r=4repfn&utm_medium=ios","hashtags":[],"conv":"2070903864870805743","reply_id":"","quote_id":"","retweet_id":"","reply_to":"","likes":511,"retweets":62,"replies":28,"quotes":5,"views":191989,"bookmarks":348,"media":["2070903864870805743_1.jpg","2070903864870805743_2.jpg"],"has_video":false,"own":true,"url":"https://twitter.com/michaeljburry/status/2070903864870805743","type":"tweet","issues":[]},"1997490616020742236":{"id":"1997490616020742236","date":"2025-12-07 02:17:29","author":"Cassandra Unchained","handle":"michaeljburry","text":"Fun facts \n1. 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. \n2. Over 90% of subscribers on Substack are free so almost every estimate of Substack revenue you see is >10x too much. \n3. 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. \n4. Palantir is DiamondCluster. \n\n https://open.substack.com/pub/michaeljburry/p/michael-lewis-against-the-rules-podcast?r=4repfn&utm_medium=ios","hashtags":[],"conv":"1997490616020742236","reply_id":"","quote_id":"","retweet_id":"","reply_to":"","likes":5163,"retweets":405,"replies":296,"quotes":56,"views":704854,"bookmarks":1213,"media":[],"has_video":false,"own":true,"url":"https://twitter.com/michaeljburry/status/1997490616020742236","type":"tweet","issues":[]},"2009700510732001290":{"id":"2009700510732001290","date":"2026-01-09 18:55:14","author":"Cassandra Unchained","handle":"michaeljburry","text":"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. \n\nThe AI revolution is here. Will the economy survive the transition? \nhttps://open.substack.com/pub/post/p/the-ai-revolution-is-here-will-the?utm_campaign=post-expanded-share&utm_medium=post%20viewer","hashtags":[],"conv":"2009700510732001290","reply_id":"","quote_id":"","retweet_id":"","reply_to":"","likes":2347,"retweets":249,"replies":99,"quotes":55,"views":1314316,"bookmarks":2283,"media":["2009700510732001290_1.png"],"has_video":false,"own":true,"url":"https://twitter.com/michaeljburry/status/2009700510732001290","type":"tweet","issues":[]},"2080413172964393418":{"id":"2080413172964393418","date":"2026-07-23 22:02:07","author":"Cassandra Unchained","handle":"michaeljburry","text":"To Ride, To Shoot Straight & To Speak the Truth\nChainsaw Guitars\nChainsaw Vocals\nRIP LG \nhttps://youtu.be/tMMYLd8bq2s?si=RgJmz5FFJxkhFrZx&t=911","hashtags":[],"conv":"2080413172964393418","reply_id":"","quote_id":"","retweet_id":"","reply_to":"","likes":147,"retweets":9,"replies":39,"quotes":0,"views":167223,"bookmarks":9,"media":["2080413172964393418_1.jpg"],"has_video":false,"own":true,"url":"https://twitter.com/michaeljburry/status/2080413172964393418","type":"tweet","issues":[]},"1998432796902117450":{"id":"1998432796902117450","date":"2025-12-09 16:41:22","author":"Cassandra Unchained","handle":"michaeljburry","text":"I am learning. #justkeepswimming \n\nBeyond 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","hashtags":["justkeepswimming"],"conv":"1998432796902117450","reply_id":"","quote_id":"","retweet_id":"","reply_to":"","likes":3924,"retweets":430,"replies":479,"quotes":198,"views":1029703,"bookmarks":1808,"media":[],"has_video":false,"own":true,"url":"https://twitter.com/michaeljburry/status/1998432796902117450","type":"tweet","issues":[]},"2068028170184323429":{"id":"2068028170184323429","date":"2026-06-19 17:48:32","author":"Cassandra Unchained","handle":"michaeljburry","text":"SPS SPS SPS SPS SPS SPS\nPlease? Clarity is all we as $FNMA and $FMCC  shareholders ask.","hashtags":[],"conv":"2068028170184323429","reply_id":"","quote_id":"","retweet_id":"","reply_to":"","likes":631,"retweets":99,"replies":76,"quotes":13,"views":224143,"bookmarks":65,"media":[],"has_video":false,"own":true,"url":"https://twitter.com/michaeljburry/status/2068028170184323429","type":"tweet","issues":[]},"2075540722510393654":{"id":"2075540722510393654","date":"2026-07-10 11:20:44","author":"Cassandra Unchained","handle":"michaeljburry","text":"Ballard’s Test: An entity does not possess capacity for understanding until reason is demonstrated in the absence of language.","hashtags":[],"conv":"2075540722510393654","reply_id":"","quote_id":"","retweet_id":"","reply_to":"","likes":700,"retweets":54,"replies":60,"quotes":8,"views":194710,"bookmarks":102,"media":[],"has_video":false,"own":true,"url":"https://twitter.com/michaeljburry/status/2075540722510393654","type":"tweet","issues":[]},"1991292814647259297":{"id":"1991292814647259297","date":"2025-11-19 23:49:38","author":"Cassandra Unchained","handle":"michaeljburry","text":"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 1 hour you win some pride.","hashtags":[],"conv":"1991292814647259297","reply_id":"","quote_id":"","retweet_id":"","reply_to":"","likes":15900,"retweets":2759,"replies":1468,"quotes":630,"views":3509054,"bookmarks":5175,"media":["1991292814647259297_1.png"],"has_video":false,"own":true,"url":"https://twitter.com/michaeljburry/status/1991292814647259297","type":"tweet","issues":[]},"2001693849421513130":{"id":"2001693849421513130","date":"2025-12-18 16:39:38","author":"Cassandra Unchained","handle":"michaeljburry","text":"I am sorry I posted it there and not here. \nStill true generally.","hashtags":[],"conv":"2001693849421513130","reply_id":"","quote_id":"","retweet_id":"","reply_to":"","likes":1905,"retweets":92,"replies":135,"quotes":15,"views":251691,"bookmarks":381,"media":["2001693849421513130_1.png"],"has_video":false,"own":true,"url":"https://twitter.com/michaeljburry/status/2001693849421513130","type":"tweet","issues":[]},"2042805321429565688":{"id":"2042805321429565688","date":"2026-04-11 03:21:56","author":"Cassandra Unchained","handle":"michaeljburry","text":"I approve this message.","hashtags":[],"conv":"2042805321429565688","reply_id":"","quote_id":"","retweet_id":"","reply_to":"","likes":705,"retweets":53,"replies":46,"quotes":3,"views":223482,"bookmarks":139,"media":[],"has_video":false,"own":true,"url":"https://twitter.com/michaeljburry/status/2042805321429565688","type":"tweet","issues":[]},"2078898264083247533":{"id":"2078898264083247533","date":"2026-07-19 17:42:24","author":"Cassandra Unchained","handle":"michaeljburry","text":"Alibaba launches a preview of Qwen3.8 Max, describing it as comparable to the frontier models of all but Anthropic.","hashtags":[],"conv":"2078898264083247533","reply_id":"","quote_id":"","retweet_id":"","reply_to":"","likes":1543,"retweets":97,"replies":128,"quotes":9,"views":377874,"bookmarks":158,"media":[],"has_video":false,"own":true,"url":"https://twitter.com/michaeljburry/status/2078898264083247533","type":"tweet","issues":[]},"2081049108173697088":{"id":"2081049108173697088","date":"2026-07-25 16:09:06","author":"Cassandra Unchained","handle":"michaeljburry","text":"Don’t forget your weekend reading!\nThis is important information of which all should be aware. \n…A loan turns out to be worth less than was paid for it, and the majority of the loss, depending on the leverage, is born by the guaranty system. That guaranty system ends with the taxpayer…\nRead all about it!\n https://open.substack.com/pub/michaeljburry/p/short-thoughts-june-24-2026-offshore?r=4repfn&utm_medium=ios #apolloglobalmanagement $APO #MetLife","hashtags":["apolloglobalmanagement","metlife"],"conv":"2081049108173697088","reply_id":"","quote_id":"","retweet_id":"","reply_to":"","likes":1116,"retweets":144,"replies":56,"quotes":14,"views":200529,"bookmarks":539,"media":["2081049108173697088_1.jpg"],"has_video":false,"own":true,"url":"https://twitter.com/michaeljburry/status/2081049108173697088","type":"tweet","issues":[]},"2035793962246557841":{"id":"2035793962246557841","date":"2026-03-22 19:01:18","author":"Cassandra Unchained","handle":"michaeljburry","text":"https://youtu.be/jl1pl7CAViM?si=89q8NlSMLZWee2Id","hashtags":[],"conv":"2035756963615683019","reply_id":"2035756963615683019","quote_id":"","retweet_id":"","reply_to":"michaeljburry","likes":167,"retweets":7,"replies":17,"quotes":2,"views":178063,"bookmarks":14,"media":[],"has_video":false,"own":true,"url":"https://twitter.com/michaeljburry/status/2035793962246557841","type":"reply","issues":["reply-parent unavailable"]},"2074322531037626678":{"id":"2074322531037626678","date":"2026-07-07 02:40:05","author":"Cassandra Unchained","handle":"michaeljburry","text":"MOMO Metal\n\nhttps://youtu.be/s-K8b-y3eDg?is=LEaYNJrdDbE9qH0w","hashtags":[],"conv":"2074322531037626678","reply_id":"","quote_id":"","retweet_id":"","reply_to":"","likes":154,"retweets":8,"replies":21,"quotes":1,"views":227751,"bookmarks":15,"media":["2074322531037626678_1.jpg"],"has_video":false,"own":true,"url":"https://twitter.com/michaeljburry/status/2074322531037626678","type":"tweet","issues":[]},"2072007134032892022":{"id":"2072007134032892022","date":"2026-06-30 17:19:31","author":"Cassandra Unchained","handle":"michaeljburry","text":"My years as a Silicon Valley techie immediately before the internet. \n\n https://substack.com/@michaeljburry/note/p-204160341?r=4repfn&utm_medium=ios&utm_source=notes-share-action","hashtags":[],"conv":"2072007134032892022","reply_id":"","quote_id":"","retweet_id":"","reply_to":"","likes":472,"retweets":32,"replies":37,"quotes":2,"views":177259,"bookmarks":64,"media":["2072007134032892022_1.jpg"],"has_video":false,"own":true,"url":"https://twitter.com/michaeljburry/status/2072007134032892022","type":"tweet","issues":[]},"2012369287990718502":{"id":"2012369287990718502","date":"2026-01-17 03:40:00","author":"Cassandra Unchained","handle":"michaeljburry","text":"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. \n\nWhat I said in my December post below- I think we are in this lull now. \n\n“\nAgain there are many scenarios here.\nSo this is neither an automatic nor a necessarily quick win for long-suffering common and junior preferred stockholders.\nIf the companies do not go public, they will continue to build their respective capital reserves and shrink ERCF funding shortfalls. This means there is not a lot of financial pressure from within the GSEs themselves to move the IPO up on the President’s agenda. They become better capitalized the longer the IPO is put off.\nTrue investors can take heart that further delays alone do not destroy value, as both are now growing book value by double digits. Sentiment will likely drive the securities down significantly if the next year is unproductive on the IPO front, but that could be an opportunity for long-term investors.”\n\nhttps://open.substack.com/pub/michaeljburry/p/fannie-and-freddie-toxic-twins-no?r=4repfn&utm_medium=ios&shareImageVariant=overlay","hashtags":[],"conv":"2012369287990718502","reply_id":"","quote_id":"","retweet_id":"","reply_to":"","likes":1647,"retweets":176,"replies":101,"quotes":19,"views":373371,"bookmarks":552,"media":["2012369287990718502_1.jpg","2012369287990718502_2.jpg"],"has_video":false,"own":true,"url":"https://twitter.com/michaeljburry/status/2012369287990718502","type":"tweet","issues":[]},"2002285483158569147":{"id":"2002285483158569147","date":"2025-12-20 07:50:34","author":"Cassandra Unchained","handle":"michaeljburry","text":"Why China will win AI in one chart. \n\nPower hungry Nvidia chips are not the way forward for the U.S. \n\nIt is not just the total power advantage. It is the slope.","hashtags":[],"conv":"2002285483158569147","reply_id":"","quote_id":"","retweet_id":"","reply_to":"","likes":5729,"retweets":825,"replies":814,"quotes":174,"views":1380317,"bookmarks":830,"media":["2002285483158569147_1.png"],"has_video":false,"own":true,"url":"https://twitter.com/michaeljburry/status/2002285483158569147","type":"tweet","issues":[]},"1995661769726197814":{"id":"1995661769726197814","date":"2025-12-02 01:10:18","author":"Cassandra Unchained","handle":"michaeljburry","text":"My October 9, 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.","hashtags":[],"conv":"1995661769726197814","reply_id":"","quote_id":"2019416792968622598","retweet_id":"","reply_to":"","likes":6042,"retweets":680,"replies":281,"quotes":81,"views":1371331,"bookmarks":2459,"media":["1995661769726197814_1.jpg","1995661769726197814_2.jpg","1995661769726197814_3.jpg"],"has_video":false,"own":true,"url":"https://twitter.com/michaeljburry/status/1995661769726197814","type":"quote","issues":[]},"2077327889536581644":{"id":"2077327889536581644","date":"2026-07-15 09:42:18","author":"Cassandra Unchained","handle":"michaeljburry","text":"Short Thoughts July 15, 2026 PYPL/IBM/HCA/More\nTrading Postette Plus Commentary on PayPal Buyout Offer, IBM and HCA Swoons\n\nhttps://open.substack.com/pub/michaeljburry/p/short-thoughts-july-15-2026-pyplibmhcamore?r=4repfn&utm_campaign=post-expanded-share&utm_medium=web","hashtags":[],"conv":"2077327889536581644","reply_id":"","quote_id":"","retweet_id":"","reply_to":"","likes":430,"retweets":40,"replies":63,"quotes":8,"views":198356,"bookmarks":65,"media":["2077327889536581644_1.png"],"has_video":false,"own":true,"url":"https://twitter.com/michaeljburry/status/2077327889536581644","type":"tweet","issues":[]},"2001206823467221118":{"id":"2001206823467221118","date":"2025-12-17 08:24:21","author":"Cassandra Unchained","handle":"michaeljburry","text":"Enjoy and good nightmares. \n\nFarewell II Flesh - Ice Nine Kills (Candyman Music Video) https://youtu.be/21QuAZ2Ii-s?si=FBBB7Fv1o0VlfBrK via @YouTube","hashtags":[],"conv":"2001206823467221118","reply_id":"","quote_id":"","retweet_id":"","reply_to":"","likes":815,"retweets":78,"replies":119,"quotes":35,"views":480199,"bookmarks":86,"media":[],"has_video":false,"own":true,"url":"https://twitter.com/michaeljburry/status/2001206823467221118","type":"tweet","issues":[]},"2071700404132352355":{"id":"2071700404132352355","date":"2026-06-29 21:00:41","author":"Cassandra Unchained","handle":"michaeljburry","text":"One hit wonders unite!","hashtags":[],"conv":"2071700404132352355","reply_id":"","quote_id":"","retweet_id":"","reply_to":"","likes":843,"retweets":64,"replies":116,"quotes":5,"views":200527,"bookmarks":116,"media":["2071700404132352355_1.png"],"has_video":false,"own":true,"url":"https://twitter.com/michaeljburry/status/2071700404132352355","type":"tweet","issues":[]},"2059274527176007912":{"id":"2059274527176007912","date":"2026-05-26 14:04:41","author":"Cassandra Unchained","handle":"michaeljburry","text":"AI Demand, Offshore Financing & Compression Too \nThe Heretic’s Guide to AI’s Stars Part III\n\nIn either case, this is a set up on the down low for a wicked bullwhip.\n\n$NVDA $MSFT $META $NOW $WDAY $PLTR $AMZN $APO $MET $ORCL\n\n https://open.substack.com/pub/michaeljburry/p/the-heretics-guide-to-ais-stars-part?r=4repfn&utm_medium=ios","hashtags":[],"conv":"2059274527176007912","reply_id":"","quote_id":"","retweet_id":"","reply_to":"","likes":286,"retweets":31,"replies":33,"quotes":1,"views":86419,"bookmarks":48,"media":["2059274527176007912_1.jpg"],"has_video":false,"own":true,"url":"https://twitter.com/michaeljburry/status/2059274527176007912","type":"tweet","issues":[]},"2001119398019621358":{"id":"2001119398019621358","date":"2025-12-17 02:36:58","author":"Cassandra Unchained","handle":"michaeljburry","text":"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. \n\nBeary Burry","hashtags":[],"conv":"2001119398019621358","reply_id":"","quote_id":"","retweet_id":"","reply_to":"","likes":5461,"retweets":801,"replies":358,"quotes":100,"views":642242,"bookmarks":1333,"media":["2001119398019621358_1.png"],"has_video":false,"own":true,"url":"https://twitter.com/michaeljburry/status/2001119398019621358","type":"tweet","issues":[]},"2025371191415111730":{"id":"2025371191415111730","date":"2026-02-22 00:44:56","author":"Cassandra Unchained","handle":"michaeljburry","text":"In the 1920s there was radio mania focused mostly on one stock, RCA. The stock fell peak to trough about 98% during early 1930s, and yet radio’s growth never slowed for many more decades. Even if you predicted a half century of radio dominance, you would have lost money on RCA. $NVDA","hashtags":[],"conv":"2025371191415111730","reply_id":"","quote_id":"","retweet_id":"","reply_to":"","likes":5055,"retweets":459,"replies":311,"quotes":60,"views":616010,"bookmarks":753,"media":[],"has_video":false,"own":true,"url":"https://twitter.com/michaeljburry/status/2025371191415111730","type":"tweet","issues":[]},"2035404071092281694":{"id":"2035404071092281694","date":"2026-03-21 17:12:01","author":"Cassandra Unchained","handle":"michaeljburry","text":"What really matters to the market and the US economy is not the Strait of Hormuz.","hashtags":[],"conv":"2035404071092281694","reply_id":"","quote_id":"2076878827754516886","retweet_id":"","reply_to":"","likes":2894,"retweets":424,"replies":176,"quotes":58,"views":1062210,"bookmarks":811,"media":["2035404071092281694_1.jpg"],"has_video":false,"own":true,"url":"https://twitter.com/michaeljburry/status/2035404071092281694","type":"quote","issues":[]},"2003164031100580018":{"id":"2003164031100580018","date":"2025-12-22 18:01:36","author":"Cassandra Unchained","handle":"michaeljburry","text":"What I love most about winters in Northern California.","hashtags":[],"conv":"2003164031100580018","reply_id":"","quote_id":"","retweet_id":"","reply_to":"","likes":1478,"retweets":46,"replies":174,"quotes":11,"views":251418,"bookmarks":47,"media":["2003164031100580018_1.jpg"],"has_video":false,"own":true,"url":"https://twitter.com/michaeljburry/status/2003164031100580018","type":"tweet","issues":[]},"2074650549375365613":{"id":"2074650549375365613","date":"2026-07-08 00:23:30","author":"Cassandra Unchained","handle":"michaeljburry","text":"http://x.com/i/article/2074641529990225920","hashtags":[],"conv":"2074650549375365613","reply_id":"","quote_id":"","retweet_id":"","reply_to":"","likes":618,"retweets":69,"replies":66,"quotes":12,"views":287434,"bookmarks":394,"media":["2074650549375365613_1.jpg"],"has_video":false,"own":true,"url":"https://twitter.com/michaeljburry/status/2074650549375365613","type":"tweet","issues":[]},"2022920452927275192":{"id":"2022920452927275192","date":"2026-02-15 06:26:34","author":"Cassandra Unchained","handle":"michaeljburry","text":"And the current cause of some hullabaloo. \n\nMy take on $PLTR. \n\nPlease read yourselves before coming to any conclusions. I also post on the Notes section on Substack and anyone can see those. \n\n https://open.substack.com/pub/michaeljburry/p/palantirs-new-clothes-foundry-aip?r=4repfn&utm_medium=ios","hashtags":[],"conv":"2022920452927275192","reply_id":"","quote_id":"","retweet_id":"","reply_to":"","likes":998,"retweets":97,"replies":138,"quotes":10,"views":369004,"bookmarks":271,"media":["2022920452927275192_1.jpg"],"has_video":false,"own":true,"url":"https://twitter.com/michaeljburry/status/2022920452927275192","type":"tweet","issues":[]},"2077436814344802565":{"id":"2077436814344802565","date":"2026-07-15 16:55:08","author":"Cassandra Unchained","handle":"michaeljburry","text":"A helping hand is all","hashtags":[],"conv":"2077436814344802565","reply_id":"","quote_id":"","retweet_id":"","reply_to":"","likes":712,"retweets":83,"replies":89,"quotes":9,"views":270568,"bookmarks":313,"media":["2077436814344802565_1.jpg"],"has_video":false,"own":true,"url":"https://twitter.com/michaeljburry/status/2077436814344802565","type":"tweet","issues":[]},"1999656546662322339":{"id":"1999656546662322339","date":"2025-12-13 01:44:07","author":"Cassandra Unchained","handle":"michaeljburry","text":"Will drop my #GME post Sunday late evening.","hashtags":["gme"],"conv":"1999656546662322339","reply_id":"","quote_id":"","retweet_id":"","reply_to":"","likes":5884,"retweets":790,"replies":591,"quotes":227,"views":1079248,"bookmarks":324,"media":[],"has_video":false,"own":true,"url":"https://twitter.com/michaeljburry/status/1999656546662322339","type":"tweet","issues":[]},"2062231887343415373":{"id":"2062231887343415373","date":"2026-06-03 17:56:11","author":"Cassandra Unchained","handle":"michaeljburry","text":"Shorting is a world filled with slippery slopes and sand castles. The sand castles are real, and vulnerable, but the slippery slopes drive men insane and ultimately prevent most from being properly positioned when the castle is washed away.","hashtags":[],"conv":"2062231887343415373","reply_id":"","quote_id":"","retweet_id":"","reply_to":"","likes":2505,"retweets":288,"replies":192,"quotes":39,"views":249953,"bookmarks":211,"media":[],"has_video":false,"own":true,"url":"https://twitter.com/michaeljburry/status/2062231887343415373","type":"tweet","issues":[]},"2013096676983009320":{"id":"2013096676983009320","date":"2026-01-19 03:50:23","author":"Cassandra Unchained","handle":"michaeljburry","text":"Before Scion, Before Valuestocks, Before MSN, my summer of 1994.  I delved into what drives healthcare in the U.S. \n\nhttps://open.substack.com/pub/michaeljburry/p/foundations-my-summer-of-1994?utm_campaign=post-expanded-share&utm_medium=web","hashtags":[],"conv":"2013096676983009320","reply_id":"","quote_id":"","retweet_id":"","reply_to":"","likes":1087,"retweets":71,"replies":50,"quotes":6,"views":320183,"bookmarks":285,"media":["2013096676983009320_1.jpg"],"has_video":false,"own":true,"url":"https://twitter.com/michaeljburry/status/2013096676983009320","type":"tweet","issues":[]},"2005130377791500603":{"id":"2005130377791500603","date":"2025-12-28 04:15:10","author":"Cassandra Unchained","handle":"michaeljburry","text":"@WSJ is libelous trash now. \n\nMichael, 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.\n\nMany of Burry’s most-dramatic predictions about market crashes have been wrong during the past 15 years. In a gnomic Jan. 31, 2023, post he urged his followers to “SELL.” While Silicon Valley Bank cratered two months later, the S&P 500 index has risen around 70% since then, and he has said that it was the wrong call.\n\nhttps://www.wsj.com/finance/stocks/michael-burry-bets-he-isnt-too-early-to-go-against-the-ai-juggernaut-5d95d21e?st=teN5qe&reflink=article_copyURL_share","hashtags":[],"conv":"2005130377791500603","reply_id":"","quote_id":"","retweet_id":"","reply_to":"WSJ","likes":1532,"retweets":72,"replies":140,"quotes":12,"views":314783,"bookmarks":148,"media":["2005130377791500603_1.jpg"],"has_video":false,"own":true,"url":"https://twitter.com/michaeljburry/status/2005130377791500603","type":"tweet","issues":[]},"2038973378904601089":{"id":"2038973378904601089","date":"2026-03-31 13:35:10","author":"Cassandra Unchained","handle":"michaeljburry","text":"Woke up humming this today. \n\nAmon Amarth - Victorious March (Live) https://youtu.be/YaPOol35miE?si=9TqjsCG_qmTu5Fnn","hashtags":[],"conv":"2038973378904601089","reply_id":"","quote_id":"","retweet_id":"","reply_to":"","likes":652,"retweets":54,"replies":66,"quotes":4,"views":205241,"bookmarks":36,"media":["2038973378904601089_1.jpg"],"has_video":false,"own":true,"url":"https://twitter.com/michaeljburry/status/2038973378904601089","type":"tweet","issues":[]},"1997552975179313169":{"id":"1997552975179313169","date":"2025-12-07 06:25:16","author":"Cassandra Unchained","handle":"michaeljburry","text":"I beat this drum hard in early 2021. \"Prepare for #inflation,\" Burry tweeted on February 19, 2021. \"#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.\"\nhttps://markets.businessinsider.com/news/stocks/big-short-michael-burry-predicted-inflation-spike-investor-warned-tweets-2021-5-1030430103","hashtags":["inflation","inflation","history","inflation"],"conv":"1997552975179313169","reply_id":"","quote_id":"","retweet_id":"","reply_to":"","likes":2791,"retweets":240,"replies":150,"quotes":23,"views":373427,"bookmarks":340,"media":["1997552975179313169_1.jpg"],"has_video":false,"own":true,"url":"https://twitter.com/michaeljburry/status/1997552975179313169","type":"tweet","issues":[]},"2001388470686908434":{"id":"2001388470686908434","date":"2025-12-17 20:26:10","author":"Cassandra Unchained","handle":"michaeljburry","text":"When looking at any chart purporting to show correlation as causation, alternative explanations must be explored.\n\nVery 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.\n\nIn 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 50 years, and a new paradigm of higher Treasury rates for the first time in 50 years, stocks have emerged victorious even over home prices that rose 50%.\n\nReasons for this are many but certainly include the gamification of stock trading, the nations gambling problem due to its own gamification, and a new “AI” paradigm backed by $trillions of ongoing planned capital investment backed by our richest companies and the political establishment.\n\nWhat could go wrong?","hashtags":[],"conv":"2001119398019621358","reply_id":"2001119398019621358","quote_id":"","retweet_id":"","reply_to":"michaeljburry","likes":514,"retweets":56,"replies":47,"quotes":6,"views":89742,"bookmarks":72,"media":[],"has_video":false,"own":true,"url":"https://twitter.com/michaeljburry/status/2001388470686908434","type":"reply","issues":[]},"2080694889625366545":{"id":"2080694889625366545","date":"2026-07-24 16:41:33","author":"Cassandra Unchained","handle":"michaeljburry","text":"When whine works. \n\n(Bloomberg) ---- A US government agency has withdrawn a bid to improve a military intelligence system that is at the heart of lethal targeting following a protest from Palantir Technologies Inc., according to people familiar with the matter.\n\nIn its protest, Palantir contended that the DIA was “impermissibly seeking a developmental solution when a commercial solution is already available,”\nhttps://www.bloomberg.com/news/articles/2026-07-24/after-palantir-beef-us-withdraws-bid-to-improve-military-intel","hashtags":[],"conv":"2080694889625366545","reply_id":"","quote_id":"","retweet_id":"","reply_to":"","likes":562,"retweets":65,"replies":64,"quotes":1,"views":158932,"bookmarks":84,"media":["2080694889625366545_1.jpg"],"has_video":false,"own":true,"url":"https://twitter.com/michaeljburry/status/2080694889625366545","type":"tweet","issues":[]},"2083923308790055318":{"id":"2083923308790055318","date":"2026-08-02 14:30:08","author":"Cassandra Unchained","handle":"michaeljburry","text":"Genius is found at the cusp of disciplines. \nhttps://youtu.be/WkXAAHDIN7U?si=mABOOPnJrbrkj6g4","hashtags":[],"conv":"2083923308790055318","reply_id":"","quote_id":"","retweet_id":"","reply_to":"","likes":256,"retweets":10,"replies":47,"quotes":1,"views":135981,"bookmarks":26,"media":["2083923308790055318_1.jpg"],"has_video":false,"own":true,"url":"https://twitter.com/michaeljburry/status/2083923308790055318","type":"tweet","issues":[]},"1994395548221423872":{"id":"1994395548221423872","date":"2025-11-28 13:18:47","author":"Cassandra Unchained","handle":"michaeljburry","text":"My 1999, free to all\n\n https://open.substack.com/pub/michaeljburry/p/foundations-my-1999-and-part-of-2000?r=4repfn&utm_medium=","hashtags":[],"conv":"1994395548221423872","reply_id":"","quote_id":"","retweet_id":"","reply_to":"","likes":4551,"retweets":409,"replies":230,"quotes":60,"views":956920,"bookmarks":1686,"media":["1994395548221423872_1.jpg"],"has_video":false,"own":true,"url":"https://twitter.com/michaeljburry/status/1994395548221423872","type":"tweet","issues":[]},"1993908030430433460":{"id":"1993908030430433460","date":"2025-11-27 05:01:34","author":"Cassandra Unchained","handle":"michaeljburry","text":"Remember GME? Bet you did not know this.","hashtags":[],"conv":"1993908030430433460","reply_id":"","quote_id":"","retweet_id":"","reply_to":"","likes":12222,"retweets":1861,"replies":1042,"quotes":428,"views":4195197,"bookmarks":2446,"media":["1993908030430433460_1.jpg","1993908030430433460_2.jpg"],"has_video":false,"own":true,"url":"https://twitter.com/michaeljburry/status/1993908030430433460","type":"tweet","issues":[]},"2034303504450269688":{"id":"2034303504450269688","date":"2026-03-18 16:18:45","author":"Cassandra Unchained","handle":"michaeljburry","text":"Despite price action since, regarding Fannie Mae $FNMa and Freddie Mac $FMCC, I stand by every single thing I wrote in December. \n\nThis scenario was contemplated. \n\n https://open.substack.com/pub/michaeljburry/p/fannie-and-freddie-toxic-twins-no?r=4repfn&utm_medium=ios","hashtags":[],"conv":"2034303504450269688","reply_id":"","quote_id":"","retweet_id":"","reply_to":"","likes":789,"retweets":103,"replies":54,"quotes":13,"views":355358,"bookmarks":222,"media":["2034303504450269688_1.jpg"],"has_video":false,"own":true,"url":"https://twitter.com/michaeljburry/status/2034303504450269688","type":"tweet","issues":[]},"2076154509462556752":{"id":"2076154509462556752","date":"2026-07-12 03:59:42","author":"Cassandra Unchained","handle":"michaeljburry","text":"The feeling's mutual. \nHeart on Sleeve\nStand on Principle\nRock Out\nMove On\nDokken - It's Not Love (Official Music Video) https://youtu.be/9maDHDtWo1o?si=0nsrJWO09VOgDZCn","hashtags":[],"conv":"2076154509462556752","reply_id":"","quote_id":"","retweet_id":"","reply_to":"","likes":228,"retweets":14,"replies":15,"quotes":1,"views":259118,"bookmarks":16,"media":["2076154509462556752_1.jpg"],"has_video":false,"own":true,"url":"https://twitter.com/michaeljburry/status/2076154509462556752","type":"tweet","issues":[]},"2018758183507083455":{"id":"2018758183507083455","date":"2026-02-03 18:47:12","author":"Cassandra Unchained","handle":"michaeljburry","text":"February 2026 Cassandra Unchained Charity of the Month is the Fistula Foundation. \nFistula 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.\nFistula Foundation is on a mission not only to treat these injuries but to end them altogether, to completely solve the problem.\nI have followed this charity for a long time and can personally vouch for this Foundation, which is rated 100% by Charity Navigator, A grade by Charity Watch. 5% of CU's revenues will during February will be donated to Fistula Foundation, and I hope they raise even more to help these women. \nhttps://substack.com/home/post/p-186701885\nhttps://youtu.be/R8Rt3rT1W8A?si=MxGs49iiDcM6yQwN","hashtags":[],"conv":"2018758183507083455","reply_id":"","quote_id":"","retweet_id":"","reply_to":"","likes":1535,"retweets":121,"replies":76,"quotes":11,"views":881606,"bookmarks":130,"media":["2018758183507083455_1.jpg","2018758183507083455_2.png","2018758183507083455_3.png","2018758183507083455_4.png"],"has_video":false,"own":true,"url":"https://twitter.com/michaeljburry/status/2018758183507083455","type":"tweet","issues":[]},"2000704215220441344":{"id":"2000704215220441344","date":"2025-12-15 23:07:10","author":"Cassandra Unchained","handle":"michaeljburry","text":"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.\n\nhttps://michaeljburry.substack.com/p/unicorns-and-cockroaches-blessed?r=4repfn\nhttps://open.substack.com/pub/michaeljburry/p/foundations-my-1999-and-part-of-2000?utm_campaign=post-expanded-share&utm_medium=web","hashtags":[],"conv":"2000704215220441344","reply_id":"","quote_id":"","retweet_id":"","reply_to":"","likes":3610,"retweets":341,"replies":242,"quotes":29,"views":371888,"bookmarks":775,"media":["2000704215220441344_1.jpg"],"has_video":false,"own":true,"url":"https://twitter.com/michaeljburry/status/2000704215220441344","type":"tweet","issues":[]},"2001716661175619989":{"id":"2001716661175619989","date":"2025-12-18 18:10:16","author":"Cassandra Unchained","handle":"michaeljburry","text":"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.","hashtags":[],"conv":"2001716661175619989","reply_id":"","quote_id":"","retweet_id":"","reply_to":"","likes":1852,"retweets":186,"replies":117,"quotes":23,"views":473049,"bookmarks":285,"media":[],"has_video":false,"own":true,"url":"https://twitter.com/michaeljburry/status/2001716661175619989","type":"tweet","issues":[]},"2081534064176050663":{"id":"2081534064176050663","date":"2026-07-27 00:16:08","author":"Cassandra Unchained","handle":"michaeljburry","text":"Around and around we go. \n\nNvidia to guarantee $200 billion of ChatGPT’s spending on $NVDA chips.","hashtags":[],"conv":"2081534064176050663","reply_id":"","quote_id":"","retweet_id":"","reply_to":"","likes":2801,"retweets":289,"replies":227,"quotes":54,"views":368876,"bookmarks":259,"media":["2081534064176050663_1.jpg"],"has_video":false,"own":true,"url":"https://twitter.com/michaeljburry/status/2081534064176050663","type":"tweet","issues":[]},"2044890693731017169":{"id":"2044890693731017169","date":"2026-04-16 21:28:28","author":"Cassandra Unchained","handle":"michaeljburry","text":"Dwarkesh nailed it. Jensen squirmed and obfuscated. This was shocking to me.  Every $NVDA bull needs to watch this with an unbiased eye..","hashtags":[],"conv":"2044890693731017169","reply_id":"","quote_id":"","retweet_id":"","reply_to":"","likes":1507,"retweets":176,"replies":174,"quotes":20,"views":572039,"bookmarks":1020,"media":[],"has_video":false,"own":true,"url":"https://twitter.com/michaeljburry/status/2044890693731017169","type":"tweet","issues":[]},"1994073614325273079":{"id":"1994073614325273079","date":"2025-11-27 15:59:32","author":"Cassandra Unchained","handle":"michaeljburry","text":"It was complicated with $GME.  In some ways, I wasn't really done in 4Q 2019.","hashtags":[],"conv":"1993908030430433460","reply_id":"1993908030430433460","quote_id":"","retweet_id":"","reply_to":"michaeljburry","likes":5161,"retweets":850,"replies":431,"quotes":141,"views":1204213,"bookmarks":505,"media":["1994073614325273079_1.jpg","1994073614325273079_2.jpg","1994073614325273079_3.jpg"],"has_video":false,"own":true,"url":"https://twitter.com/michaeljburry/status/1994073614325273079","type":"reply","issues":[]},"2075266476802498890":{"id":"2075266476802498890","date":"2026-07-09 17:10:59","author":"Cassandra Unchained","handle":"michaeljburry","text":"http://x.com/i/article/2075260348337180672","hashtags":[],"conv":"2075266476802498890","reply_id":"","quote_id":"","retweet_id":"","reply_to":"","likes":507,"retweets":42,"replies":124,"quotes":9,"views":239855,"bookmarks":355,"media":["2075266476802498890_1.jpg"],"has_video":false,"own":true,"url":"https://twitter.com/michaeljburry/status/2075266476802498890","type":"tweet","issues":[]},"2075687054227243298":{"id":"2075687054227243298","date":"2026-07-10 21:02:12","author":"Cassandra Unchained","handle":"michaeljburry","text":"Companies are issuing shares more, buying back less.","hashtags":[],"conv":"2075687054227243298","reply_id":"","quote_id":"","retweet_id":"","reply_to":"","likes":3276,"retweets":343,"replies":182,"quotes":49,"views":425394,"bookmarks":445,"media":["2075687054227243298_1.jpg"],"has_video":false,"own":true,"url":"https://twitter.com/michaeljburry/status/2075687054227243298","type":"tweet","issues":[]},"2067006956661813723":{"id":"2067006956661813723","date":"2026-06-16 22:10:36","author":"Cassandra Unchained","handle":"michaeljburry","text":"Trading Post June 16, 2026  \nSome early birthday presents for me, and SpaceX.\nhttps://open.substack.com/pub/michaeljburry/p/trading-post-june-16-2026?r=4repfn&utm_campaign=post-expanded-share&utm_medium=web  $SPCX","hashtags":[],"conv":"2067006956661813723","reply_id":"","quote_id":"","retweet_id":"","reply_to":"","likes":440,"retweets":48,"replies":52,"quotes":5,"views":133169,"bookmarks":55,"media":["2067006956661813723_1.png"],"has_video":false,"own":true,"url":"https://twitter.com/michaeljburry/status/2067006956661813723","type":"tweet","issues":[]},"1985453579054800924":{"id":"1985453579054800924","date":"2025-11-03 21:06:35","author":"Cassandra Unchained","handle":"michaeljburry","text":"These aren’t the charts you are looking for. \nYou can go about your business.","hashtags":[],"conv":"1985453579054800924","reply_id":"","quote_id":"","retweet_id":"","reply_to":"","likes":9130,"retweets":1310,"replies":575,"quotes":323,"views":2370159,"bookmarks":2219,"media":["1985453579054800924_1.jpg","1985453579054800924_2.jpg","1985453579054800924_3.jpg"],"has_video":false,"own":true,"url":"https://twitter.com/michaeljburry/status/1985453579054800924","type":"tweet","issues":[]},"2072368721222406390":{"id":"2072368721222406390","date":"2026-07-01 17:16:20","author":"Cassandra Unchained","handle":"michaeljburry","text":"Trading Post June 30, 2026\nA little window-dressing, the $SOXX, and Caterpillar $CAT\nIt is only a matter of time now.\nhttps://open.substack.com/pub/michaeljburry/p/trading-post-june-30th-2026?r=4repfn&utm_campaign=post-expanded-share&utm_medium=web","hashtags":[],"conv":"2072368721222406390","reply_id":"","quote_id":"","retweet_id":"","reply_to":"","likes":532,"retweets":47,"replies":43,"quotes":5,"views":203543,"bookmarks":81,"media":["2072368721222406390_1.png"],"has_video":false,"own":true,"url":"https://twitter.com/michaeljburry/status/2072368721222406390","type":"tweet","issues":[]},"2071459164786765993":{"id":"2071459164786765993","date":"2026-06-29 05:02:05","author":"Cassandra Unchained","handle":"michaeljburry","text":"I studied past crises and big stock market crashes to come to this rough guide.\nTrading Post June 18, 2026\nDollar Cost Averaging with Volume Signals\n\nhttps://open.substack.com/pub/michaeljburry/p/trading-post-june-18-2026?r=4repfn&utm_campaign=post-expanded-share&utm_medium=post%20viewer","hashtags":[],"conv":"2071459164786765993","reply_id":"","quote_id":"","retweet_id":"","reply_to":"","likes":702,"retweets":72,"replies":28,"quotes":3,"views":211608,"bookmarks":467,"media":["2071459164786765993_1.jpg"],"has_video":false,"own":true,"url":"https://twitter.com/michaeljburry/status/2071459164786765993","type":"tweet","issues":[]},"2065566444041941216":{"id":"2065566444041941216","date":"2026-06-12 22:46:31","author":"Cassandra Unchained","handle":"michaeljburry","text":"New Trading Post June 12, 2026\n\n https://open.substack.com/pub/michaeljburry/p/trading-post-june-12-2026?r=4repfn&utm_medium=ios","hashtags":[],"conv":"2065566444041941216","reply_id":"","quote_id":"","retweet_id":"","reply_to":"","likes":355,"retweets":49,"replies":54,"quotes":5,"views":129843,"bookmarks":49,"media":["2065566444041941216_1.jpg","2065566444041941216_2.jpg","2065566444041941216_3.jpg"],"has_video":false,"own":true,"url":"https://twitter.com/michaeljburry/status/2065566444041941216","type":"tweet","issues":[]},"2041598009129975849":{"id":"2041598009129975849","date":"2026-04-07 19:24:31","author":"Cassandra Unchained","handle":"michaeljburry","text":"Advanced Placement Stock-Based Compensation,  A General Theory & Study of the NASDAQ100 $NDX & its Constituents. \nThere is a 1500 word summary at the end of the full article, and there is a results table of NASDAQ 100 stocks with all calculations for each constituent.","hashtags":[],"conv":"2041598009129975849","reply_id":"","quote_id":"","retweet_id":"","reply_to":"","likes":422,"retweets":55,"replies":46,"quotes":5,"views":217566,"bookmarks":119,"media":["2041598009129975849_1.png"],"has_video":false,"own":true,"url":"https://twitter.com/michaeljburry/status/2041598009129975849","type":"tweet","issues":[]},"2027242703847669831":{"id":"2027242703847669831","date":"2026-02-27 04:41:39","author":"Cassandra Unchained","handle":"michaeljburry","text":"This sounds more than familiar. \n$PLTR somehow kept its name out of this story.\nOpenAI describes Frontier as a “semantic layer for the enterprise”—a unified platform that lets AI agents navigate business software, execute workflows, and make decisions across an organization’s entire technology stack, such CRM systems, HR platforms, and internal ticketing tools. Early enterprise customers include Intuit, State Farm, Thermo Fisher, and Uber. Meanwhile OpenAI says its own “forward deployed engineers” will work alongside the teams from the consultancies in client engagements.\nUnder these new partnerships, which OpenAI has deemed Frontier Alliances, each consulting firm is investing in dedicated practice groups and building teams certified on OpenAI technology. \nThe consultants will help heir clients redesign workflows; integrate AI agents with software tools and systems; help clients with change management; and provide industry-specific expertise OpenAI doesn’t have, Frontier, which OpenAI debuted earlier this month, is a system that allows businesses and organizations to build, deploy, supervise, and govern AI agents\n.https://fortune.com/2026/02/23/openai-partners-with-mckinsey-bcg-accenture-and-capgemini-to-push-its-frontier-ai-agent-platform/","hashtags":[],"conv":"2027242703847669831","reply_id":"","quote_id":"","retweet_id":"","reply_to":"","likes":849,"retweets":95,"replies":76,"quotes":12,"views":173188,"bookmarks":255,"media":["2027242703847669831_1.jpg"],"has_video":false,"own":true,"url":"https://twitter.com/michaeljburry/status/2027242703847669831","type":"tweet","issues":[]},"2002769708765049182":{"id":"2002769708765049182","date":"2025-12-21 15:54:42","author":"Cassandra Unchained","handle":"michaeljburry","text":"Perhaps 3 times","hashtags":[],"conv":"1996768481002639515","reply_id":"1996768481002639515","quote_id":"","retweet_id":"","reply_to":"michaeljburry","likes":324,"retweets":16,"replies":29,"quotes":2,"views":111789,"bookmarks":20,"media":["2002769708765049182_1.jpg"],"has_video":false,"own":true,"url":"https://twitter.com/michaeljburry/status/2002769708765049182","type":"reply","issues":[]},"2006869447534064061":{"id":"2006869447534064061","date":"2026-01-01 23:25:36","author":"Cassandra Unchained","handle":"michaeljburry","text":"Think about it a bit.","hashtags":[],"conv":"2006134780379685206","reply_id":"2006134780379685206","quote_id":"","retweet_id":"","reply_to":"michaeljburry","likes":356,"retweets":19,"replies":39,"quotes":2,"views":116535,"bookmarks":60,"media":["2006869447534064061_1.png"],"has_video":false,"own":true,"url":"https://twitter.com/michaeljburry/status/2006869447534064061","type":"reply","issues":[]},"2002477210259894392":{"id":"2002477210259894392","date":"2025-12-20 20:32:25","author":"Cassandra Unchained","handle":"michaeljburry","text":"My post here was inexact. My post elsewhere was more complete, below. \n\nThis chart shows why China will win if Nvidia’s chips are the way forward.\n\nNvidia'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.\n\nThis chart shows that is not a path to victory for the U.S.\n\nNot only is China way ahead, it will continue to press its advantage - the slope is the key.  That is acceleration of power generation development.\n\nUS transmission grid development is actually decelerating due to permitting issues while China is building transmission at will to match power output.\n\nIn fact, to the extent this is an AI arms race, US companies are plowing capital into a race it is structurally positioned to lose.\n\nSo it cannot be an AI arms race, if the US can help it.\n\nThe US needs to get away from bigger and bigger power hungry chips and innovate with AI-tuned ASICs like nobody’s business. Nvidia has a death grip on development through its investments and agreements with so many important US AI companies and startups.\n\nDOJ Antitrust is investigating and should act, but Trump probably stops that.  It is left to the market to figure out LLMs are not the way to AGI or ASI, and stop feeding the beast.\n\nCan our biggest companies make the pivot?","hashtags":[],"conv":"2002285483158569147","reply_id":"2002285483158569147","quote_id":"","retweet_id":"","reply_to":"michaeljburry","likes":1368,"retweets":138,"replies":155,"quotes":26,"views":438315,"bookmarks":397,"media":[],"has_video":false,"own":true,"url":"https://twitter.com/michaeljburry/status/2002477210259894392","type":"reply","issues":[]},"2082323545263055275":{"id":"2082323545263055275","date":"2026-07-29 04:33:15","author":"Cassandra Unchained","handle":"michaeljburry","text":"There is a reason $NVDA’s 5 year credit default swaps are going parabolic. All this overreaching by #nvda to push the circular spending to biblical proportions .","hashtags":["nvda"],"conv":"2082323545263055275","reply_id":"","quote_id":"","retweet_id":"","reply_to":"","likes":4502,"retweets":610,"replies":198,"quotes":73,"views":775968,"bookmarks":994,"media":["2082323545263055275_1.jpg"],"has_video":false,"own":true,"url":"https://twitter.com/michaeljburry/status/2082323545263055275","type":"tweet","issues":[]},"2008141157310820779":{"id":"2008141157310820779","date":"2026-01-05 11:38:56","author":"Cassandra Unchained","handle":"michaeljburry","text":"My thoughts on potential impacts short medium and long term of the events in Venezuela this weekend. \n\nThis is a paradigm shift despite the markets yawning. \n\n https://open.substack.com/pub/michaeljburry/p/short-thoughts-january-5-2025?r=4repfn&utm_medium=ios","hashtags":[],"conv":"2008141157310820779","reply_id":"","quote_id":"","retweet_id":"","reply_to":"","likes":1899,"retweets":177,"replies":138,"quotes":20,"views":515826,"bookmarks":963,"media":["2008141157310820779_1.jpg"],"has_video":false,"own":true,"url":"https://twitter.com/michaeljburry/status/2008141157310820779","type":"tweet","issues":[]},"2017057868890198033":{"id":"2017057868890198033","date":"2026-01-30 02:10:45","author":"Cassandra Unchained","handle":"michaeljburry","text":"Elon is an American treasure but also a desperately incentivized futurist even earlier than me. \n\nElon 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/","hashtags":[],"conv":"2017057868890198033","reply_id":"","quote_id":"","retweet_id":"","reply_to":"","likes":1927,"retweets":104,"replies":266,"quotes":28,"views":278321,"bookmarks":181,"media":["2017057868890198033_1.jpg"],"has_video":false,"own":true,"url":"https://twitter.com/michaeljburry/status/2017057868890198033","type":"tweet","issues":[]},"1997551159222153587":{"id":"1997551159222153587","date":"2025-12-07 06:18:03","author":"Cassandra Unchained","handle":"michaeljburry","text":"July 1, 2021 CNBC reports my warning that meme stocks were set to crash. \nThe red arrow belows points to July 1, 2021\nhttps://www.cnbc.com/2021/07/01/michael-burry-reportedly-says-meme-stocks-are-set-to-crash.html","hashtags":[],"conv":"1997551159222153587","reply_id":"","quote_id":"","retweet_id":"","reply_to":"","likes":2551,"retweets":202,"replies":206,"quotes":30,"views":366669,"bookmarks":235,"media":["1997551159222153587_1.png"],"has_video":false,"own":true,"url":"https://twitter.com/michaeljburry/status/1997551159222153587","type":"tweet","issues":[]},"2042283136529076686":{"id":"2042283136529076686","date":"2026-04-09 16:46:58","author":"Cassandra Unchained","handle":"michaeljburry","text":"Probably worth following Claude if you are an investor in these markets.","hashtags":[],"conv":"2042283136529076686","reply_id":"","quote_id":"","retweet_id":"","reply_to":"","likes":4041,"retweets":248,"replies":101,"quotes":14,"views":1224688,"bookmarks":2710,"media":["2042283136529076686_1.jpg"],"has_video":false,"own":true,"url":"https://twitter.com/michaeljburry/status/2042283136529076686","type":"tweet","issues":[]},"2051308564006748357":{"id":"2051308564006748357","date":"2026-05-04 14:30:47","author":"Cassandra Unchained","handle":"michaeljburry","text":"GameStop Makes Its Play \n$56 Billion for eBay, Makes Perfect Sense\nhttps://open.substack.com/pub/michaeljburry/p/gamestop-makes-its-play?r=4repfn&utm_campaign=post-expanded-share&utm_medium=web \n$GME $EBAY","hashtags":[],"conv":"2051308564006748357","reply_id":"","quote_id":"","retweet_id":"","reply_to":"","likes":1927,"retweets":270,"replies":223,"quotes":32,"views":192736,"bookmarks":169,"media":["2051308564006748357_1.jpg"],"has_video":false,"own":true,"url":"https://twitter.com/michaeljburry/status/2051308564006748357","type":"tweet","issues":[]},"2071722589844558295":{"id":"2071722589844558295","date":"2026-06-29 22:28:50","author":"Cassandra Unchained","handle":"michaeljburry","text":"Foundations: U.S. Market Structure & Value\nPowerful Trends, Increasing Fragility & Coiled Tension\nhttps://open.substack.com/pub/michaeljburry/p/foundations-us-market-structure-and?r=4repfn&utm_campaign=post-expanded-share&utm_medium=web","hashtags":[],"conv":"2071722589844558295","reply_id":"","quote_id":"","retweet_id":"","reply_to":"","likes":379,"retweets":35,"replies":38,"quotes":1,"views":168413,"bookmarks":97,"media":["2071722589844558295_1.jpg","2071722589844558295_2.png"],"has_video":false,"own":true,"url":"https://twitter.com/michaeljburry/status/2071722589844558295","type":"tweet","issues":[]},"2035748922161766668":{"id":"2035748922161766668","date":"2026-03-22 16:02:20","author":"Cassandra Unchained","handle":"michaeljburry","text":"Kicks.\n\nhttps://youtu.be/SHYK96uGirM?si=4O-fSn_EZ2oWtCFv","hashtags":[],"conv":"2035748922161766668","reply_id":"","quote_id":"","retweet_id":"","reply_to":"","likes":283,"retweets":15,"replies":38,"quotes":1,"views":252586,"bookmarks":30,"media":[],"has_video":false,"own":true,"url":"https://twitter.com/michaeljburry/status/2035748922161766668","type":"tweet","issues":[]},"2045275137126072482":{"id":"2045275137126072482","date":"2026-04-17 22:56:06","author":"Cassandra Unchained","handle":"michaeljburry","text":"Markets have never seen a needle top.","hashtags":[],"conv":"2045275137126072482","reply_id":"","quote_id":"","retweet_id":"","reply_to":"","likes":5048,"retweets":441,"replies":358,"quotes":106,"views":1621308,"bookmarks":478,"media":[],"has_video":false,"own":true,"url":"https://twitter.com/michaeljburry/status/2045275137126072482","type":"tweet","issues":[]},"2017115344125714839":{"id":"2017115344125714839","date":"2026-01-30 05:59:08","author":"Cassandra Unchained","handle":"michaeljburry","text":"Highlighting this wonderful charity Little Wishes again. January is coming to close, and there will be a new Charity of the Month soon. \n\nLittle 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. \n\nhttps://www.littlewishes.org/donate","hashtags":[],"conv":"2017115344125714839","reply_id":"","quote_id":"","retweet_id":"","reply_to":"","likes":1285,"retweets":126,"replies":34,"quotes":1,"views":422462,"bookmarks":47,"media":["2017115344125714839_1.jpg"],"has_video":false,"own":true,"url":"https://twitter.com/michaeljburry/status/2017115344125714839","type":"tweet","issues":[]},"2081158480447098882":{"id":"2081158480447098882","date":"2026-07-25 23:23:42","author":"tae kim","handle":"firstadopter","text":"Jensen Huang tells Bloomberg that Nvidia is constrained by shortages of HBM and LPDDR memory, land, power, and construction workers. Basically, the chip maker is supply constrained versus demand.\n\n\"I think we have the ability as an industry to double each year, but we're going to have a hard time growing much faster than that\"\n\nIS DOUBLING REVENUE EACH YEAR IN YOUR MODELS?","hashtags":[],"conv":"2081158480447098882","reply_id":"","quote_id":"2081617157499056620","retweet_id":"","reply_to":"","likes":510,"retweets":53,"replies":27,"quotes":9,"views":455630,"bookmarks":141,"media":[],"has_video":true,"own":false,"url":"https://twitter.com/firstadopter/status/2081158480447098882"},"2042334695581433995":{"id":"2042334695581433995","date":"2026-04-09 20:11:50","author":"Cassandra Unchained","handle":"michaeljburry","text":"Shout out down under  @parkwayofficial  #parkwaydrive\nhttps://youtu.be/9m4685liWb0?si=mpEJJGVw0CVDpJYN","hashtags":["parkwaydrive"],"conv":"2042334695581433995","reply_id":"","quote_id":"","retweet_id":"","reply_to":"","likes":258,"retweets":15,"replies":26,"quotes":0,"views":189561,"bookmarks":22,"media":[],"has_video":false,"own":true,"url":"https://twitter.com/michaeljburry/status/2042334695581433995","type":"tweet","issues":[]},"1995339280307073426":{"id":"1995339280307073426","date":"2025-12-01 03:48:50","author":"Cassandra Unchained","handle":"michaeljburry","text":"The Tragic Algebra of Stock-Based Compensation. Part 2 of my response to Nvidia’s 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. \n\n https://open.substack.com/pub/michaeljburry/p/foundations-the-tragic-algebra-of?r=4repfn&utm_medium=ios","hashtags":[],"conv":"1995339280307073426","reply_id":"","quote_id":"","retweet_id":"","reply_to":"","likes":5061,"retweets":598,"replies":326,"quotes":75,"views":1048054,"bookmarks":1524,"media":["1995339280307073426_1.jpg"],"has_video":false,"own":true,"url":"https://twitter.com/michaeljburry/status/1995339280307073426","type":"tweet","issues":[]},"2077256185011478821":{"id":"2077256185011478821","date":"2026-07-15 04:57:22","author":"Cassandra Unchained","handle":"michaeljburry","text":"Wheyew! \nhttps://youtu.be/3lAtSEcojiE?si=jYjxTH42lhNSMI4Y&t=775","hashtags":[],"conv":"2077256185011478821","reply_id":"","quote_id":"","retweet_id":"","reply_to":"","likes":161,"retweets":9,"replies":33,"quotes":0,"views":222759,"bookmarks":8,"media":["2077256185011478821_1.jpg"],"has_video":false,"own":true,"url":"https://twitter.com/michaeljburry/status/2077256185011478821","type":"tweet","issues":[]},"2058556582321922048":{"id":"2058556582321922048","date":"2026-05-24 14:31:50","author":"Cassandra Unchained","handle":"michaeljburry","text":"Many are using this chart to prove Jevons Paradox is working. They should look closer at the pattern and read Heretic’s Guide Part III.\nhttps://open.substack.com/pub/michaeljburry/p/the-heretics-guide-to-ais-stars-part?r=4repfn&utm_medium=ios\nPrices had already fallen for some time when the big token demand lift happened. Tokenmaxxing and benchmarking are much better explanation than Jevons Paradox based on the timeline than prices of tokens falling. \nIn fact this chart may not show Jevons Paradox at all. And, if it does not, that is some massive  benchmarking demand that is temporary and sending the wrong demand signal up and down the supply chain. Perhaps skipping a few  cycles in the bullwhip effect.\n\nhttps://michaeljburry.substack.com/p/the-heretics-guide-to-ais-stars-part?r=4repfn&utm_medium=ios","hashtags":[],"conv":"2058556582321922048","reply_id":"","quote_id":"","retweet_id":"","reply_to":"","likes":614,"retweets":87,"replies":68,"quotes":12,"views":206890,"bookmarks":288,"media":["2058556582321922048_1.jpg","2058556582321922048_2.jpg"],"has_video":false,"own":true,"url":"https://twitter.com/michaeljburry/status/2058556582321922048","type":"tweet","issues":[]},"2010061905457529255":{"id":"2010061905457529255","date":"2026-01-10 18:51:18","author":"Cassandra Unchained","handle":"michaeljburry","text":"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. \n\n\"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. 1 in 10 chips, not great, but not bad.\nDue to the way GPUs are used synchronously during training, one faulty GPU could lay low potentially thousands more GPUs. There are countermeasures that are indeed used, but they all have a cost and involve maintenance, which is not free.\nOf course the failure rate will be higher the 2nd year, and higher still the 3rd year, and we do not have that data for the Nvidia chip.\nWe do have lots of data on semiconductors in general.\"\n\nhttps://michaeljburry.substack.com/p/the-blessed-fraud-recurrence?r=4repfn","hashtags":["nvidia"],"conv":"2010061905457529255","reply_id":"","quote_id":"","retweet_id":"","reply_to":"","likes":1393,"retweets":172,"replies":123,"quotes":20,"views":539163,"bookmarks":439,"media":["2010061905457529255_1.png"],"has_video":false,"own":true,"url":"https://twitter.com/michaeljburry/status/2010061905457529255","type":"tweet","issues":[]},"2023639836486189220":{"id":"2023639836486189220","date":"2026-02-17 06:05:09","author":"Cassandra Unchained","handle":"michaeljburry","text":"Rex at the end of the concert. Respect","hashtags":[],"conv":"2023634813060591619","reply_id":"2023634813060591619","quote_id":"","retweet_id":"","reply_to":"michaeljburry","likes":221,"retweets":3,"replies":13,"quotes":0,"views":76111,"bookmarks":7,"media":["2023639836486189220_1.jpg","2023639836486189220_2.jpg","2023639836486189220_3.jpg"],"has_video":false,"own":true,"url":"https://twitter.com/michaeljburry/status/2023639836486189220","type":"reply","issues":[]},"1985495108620599462":{"id":"1985495108620599462","date":"2025-11-03 23:51:37","author":"Cassandra Unchained","handle":"michaeljburry","text":"Move along","hashtags":[],"conv":"1985453579054800924","reply_id":"1985453579054800924","quote_id":"","retweet_id":"","reply_to":"michaeljburry","likes":4562,"retweets":439,"replies":279,"quotes":70,"views":727188,"bookmarks":648,"media":["1985495108620599462_1.jpg","1985495108620599462_2.jpg"],"has_video":false,"own":true,"url":"https://twitter.com/michaeljburry/status/1985495108620599462","type":"reply","issues":[]},"2024298458325152094":{"id":"2024298458325152094","date":"2026-02-19 01:42:16","author":"Cassandra Unchained","handle":"michaeljburry","text":"$PLTR's 10-K, released yesterday, deserves some discussion. Palantir: An Accounting does not stand alone, and should be read in conjunction with Palantir's New Clothes.\nhttps://open.substack.com/pub/michaeljburry/p/palantir-an-accounting?utm_campaign=post-expanded-share&utm_medium=post%20viewer","hashtags":[],"conv":"2024298458325152094","reply_id":"","quote_id":"","retweet_id":"","reply_to":"","likes":1042,"retweets":106,"replies":105,"quotes":10,"views":177664,"bookmarks":118,"media":["2024298458325152094_1.jpg","2024298458325152094_2.jpg","2024298458325152094_3.jpg"],"has_video":false,"own":true,"url":"https://twitter.com/michaeljburry/status/2024298458325152094","type":"tweet","issues":[]},"2075788168385679470":{"id":"2075788168385679470","date":"2026-07-11 03:44:00","author":"Cassandra Unchained","handle":"michaeljburry","text":"AI stocks to the moon! What is wrong with you? Paper Hands? BTFD Never Sell Stonks!","hashtags":[],"conv":"2075788168385679470","reply_id":"","quote_id":"","retweet_id":"","reply_to":"","likes":1204,"retweets":63,"replies":109,"quotes":18,"views":236409,"bookmarks":113,"media":["2075788168385679470_1.jpg"],"has_video":false,"own":true,"url":"https://twitter.com/michaeljburry/status/2075788168385679470","type":"tweet","issues":[]},"2056606248267587762":{"id":"2056606248267587762","date":"2026-05-19 05:21:54","author":"Cassandra Unchained","handle":"michaeljburry","text":"Per Slok, 87% of VC funding is directed at AI, 49% of investment grade bond issuance is AI, and 38% of high yield bond issuance is linked to AI.\n\nDuring the internet boom, in 1999, less than 40% of VC funding was linked to internet companies.\n\nBroadening to the wider tech-media-telecom (TMT) bubble, in 1999, VC funding for TMT hit 80% of all funding. TMT bonds were 40-50% of the high yield bond issuance in 2000 and 25-30% of total investment grade bond issuance.\n\nOver $100B investment grade debt issued in 1999-2000 became junk by 2002.\n\nHigh yield debt at 38% today vs 40%-50% back then belies the idea that today’s AI debt issuance is cleaner, backed by more profitable companies today.","hashtags":[],"conv":"2056606248267587762","reply_id":"","quote_id":"","retweet_id":"","reply_to":"","likes":632,"retweets":116,"replies":58,"quotes":17,"views":164015,"bookmarks":150,"media":["2056606248267587762_1.jpg"],"has_video":false,"own":true,"url":"https://twitter.com/michaeljburry/status/2056606248267587762","type":"tweet","issues":[]},"1990402907343114393":{"id":"1990402907343114393","date":"2025-11-17 12:53:27","author":"Cassandra Unchained","handle":"michaeljburry","text":"Author Michael Lewis has a terrific podcast called Against the Rules available on Apple, Spotify etc. \n\nMichael 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. \n\nThese podcasts are also companion to the release of an audiobook narrated by Michael himself, available everywhere.\n\nMichael has already posted some amazing interviews for this series, available now. \n\nhttps://open.spotify.com/show/5vaBQ06qUNNU5w90KMnqw8","hashtags":[],"conv":"1990402907343114393","reply_id":"","quote_id":"","retweet_id":"","reply_to":"","likes":5873,"retweets":519,"replies":192,"quotes":52,"views":765274,"bookmarks":1858,"media":["1990402907343114393_1.jpg"],"has_video":false,"own":true,"url":"https://twitter.com/michaeljburry/status/1990402907343114393","type":"tweet","issues":[]},"2070364922798571564":{"id":"2070364922798571564","date":"2026-06-26 04:33:57","author":"Cassandra Unchained","handle":"michaeljburry","text":"ding a ding dang my dang a long ling long\nhttps://youtu.be/GXCh9OhDiCI?si=2drxyXpbLtZ70pNq","hashtags":[],"conv":"2070364922798571564","reply_id":"","quote_id":"","retweet_id":"","reply_to":"","likes":330,"retweets":17,"replies":47,"quotes":6,"views":245442,"bookmarks":37,"media":["2070364922798571564_1.jpg"],"has_video":false,"own":true,"url":"https://twitter.com/michaeljburry/status/2070364922798571564","type":"tweet","issues":[]},"1988778952299802818":{"id":"1988778952299802818","date":"2025-11-13 01:20:26","author":"Cassandra Unchained","handle":"michaeljburry","text":"So, I bought 50,000 of these things for $1.84.\nEach of those things is 100 doodads. \nSo I spent $9,200,000, \n\nNot $912,000,000. @CNBC @WSJ @FT\n\nEach of those doodads let me sell $PLTR at $50 in 2027. \n\nThat was done last month. \nOn to much better things Nov 25th.","hashtags":[],"conv":"1988778952299802818","reply_id":"","quote_id":"","retweet_id":"","reply_to":"","likes":14396,"retweets":1286,"replies":917,"quotes":536,"views":8229670,"bookmarks":3033,"media":["1988778952299802818_1.jpg","1988778952299802818_2.png","1988778952299802818_3.jpg"],"has_video":false,"own":true,"url":"https://twitter.com/michaeljburry/status/1988778952299802818","type":"tweet","issues":[]},"2021936089099915746":{"id":"2021936089099915746","date":"2026-02-12 13:15:04","author":"Cassandra Unchained","handle":"michaeljburry","text":"10,000+ words, enjoy! $PLTR\n\nTaken 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.\nA DPO by Any Other Name\nThen, in the summer of 2020, Palantir filed a Form S-1 prospectus, and we knew. Palantir had lost $3.96 billion in its history as of June 30, 2020, according to the IPO filing. In 2018 and 2019, the two years directly before the IPO, the company lost a combined $1.2 billion.\nThe later funding rounds were not cheap. The largest single round, Series K at $899 million, was done at $11.38/share in 2019. The company also supplemented its cash flows between financings and refinancings by juggling revolving lines of credit.\nAs the company prepared to go public in August 2020, Palantir’s board awarded Karp $1.1 billion worth of stock options. If you have not realized it by now, the company really knows how to throw money around.\n\n https://open.substack.com/pub/michaeljburry/p/palantirs-new-clothes-foundry-aip?r=4repfn&utm_medium=ios","hashtags":[],"conv":"2021936089099915746","reply_id":"","quote_id":"","retweet_id":"","reply_to":"","likes":3693,"retweets":483,"replies":383,"quotes":101,"views":1326963,"bookmarks":1506,"media":["2021936089099915746_1.jpg"],"has_video":false,"own":true,"url":"https://twitter.com/michaeljburry/status/2021936089099915746","type":"tweet","issues":[]},"2081780333880455586":{"id":"2081780333880455586","date":"2026-07-27 16:34:43","author":"Hammerstone Markets","handle":"HammerstoneMar3","text":"$NVDA -4.50% $SKHY -9% $CRWV -2$ \nNvidia is accelerating a streak of investments that skeptics warn is artificially inflating demand and valuations across the industry \n-Big names from Goldman Sachs Group Inc. to investor Michael Burry of “Big Short” fame have for months warned of the “circular” nature of such agreements, where Nvidia finances and takes stakes in companies and projects that use its chips. And yet, the pace of the deals is only quickening. The fear with these transactions is that they may skew demand, spur bad decision-making and magnify losses if AI fails to turn profits for those investing hundreds of billions of dollars in the technology.\n---\n\"And yet, the pace of the deals is only quickening.\"  \nCircular deals, like their cousin the Ponzi scheme, require constant activity in the way of new funds, continuous hype, and the stoking of FOMO.\n\nhttps://www.bloomberg.com/news/articles/2026-07-27/nvidia-s-750-billion-deals-revive-fear-of-ai-circular-financing?utm_source=website&utm_medium=share&utm_campaign=twitter","hashtags":[],"conv":"2081780333880455586","reply_id":"","quote_id":"2081807016939364529","retweet_id":"","reply_to":"","likes":422,"retweets":69,"replies":20,"quotes":11,"views":741120,"bookmarks":160,"media":["2081780333880455586_1.jpg"],"has_video":false,"own":false,"url":"https://twitter.com/HammerstoneMar3/status/2081780333880455586"},"2002254187808129523":{"id":"2002254187808129523","date":"2025-12-20 05:46:13","author":"Cassandra Unchained","handle":"michaeljburry","text":"In 2000, 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 2020 and went long 13 Old Economy stocks such as Paccar, Ross Stores, and Clayton Homes when Scion Capital launched October 2000. \n\nhttps://open.substack.com/pub/michaeljburry/p/foundations-my-1999-and-part-of-2000?utm_campaign=post-expanded-share&utm_medium=web","hashtags":[],"conv":"1996768481002639515","reply_id":"1996768481002639515","quote_id":"","retweet_id":"","reply_to":"michaeljburry","likes":459,"retweets":18,"replies":40,"quotes":0,"views":212227,"bookmarks":95,"media":["2002254187808129523_1.jpg"],"has_video":false,"own":true,"url":"https://twitter.com/michaeljburry/status/2002254187808129523","type":"reply","issues":[]},"2002173003271188645":{"id":"2002173003271188645","date":"2025-12-20 00:23:37","author":"Cassandra Unchained","handle":"michaeljburry","text":"Foundations: The Psychology of Investing in the Information Age \nThe Warren Buffett Archive, AI, and Decision-Making\n\nIn his seminal book, Influence, Cialdini describes “Fixed Action Patterns” deeply embedded in the human mind. In short, they are:\n\nScarcity: The more limited something is, the more people value it – regardless of its true value\n\nReciprocation: If someone does us a favor, or gives us something, we feel obligated to reciprocate their generosity somehow\n\nSocial Proof: We tend to mimic the behavior of the crowds around us, especially in the presence of uncertainty\n\nLiking: It is easier for us to be persuaded by the opinions of those whom we like or find attractive\n\nAuthority: The opinions of anyone viewed as an “authority” carry a lot of weight, even in areas where the authority has no expertise\n\nConsistency/Commitment: Once we’ve arrived at a conclusion or made a choice, we often stick by it\n\nUnity: When we identify closely with a given group, we revert to tribalistic behavior and favor those in our group while disfavoring those not in it\nhttps://open.substack.com/pub/michaeljburry/p/foundations-cnbcs-warren-buffett?utm_campaign=post-expanded-share&utm_medium=web","hashtags":[],"conv":"2002173003271188645","reply_id":"","quote_id":"","retweet_id":"","reply_to":"","likes":1453,"retweets":165,"replies":85,"quotes":19,"views":216946,"bookmarks":802,"media":["2002173003271188645_1.png"],"has_video":false,"own":true,"url":"https://twitter.com/michaeljburry/status/2002173003271188645","type":"tweet","issues":[]},"2080275089451565188":{"id":"2080275089451565188","date":"2026-07-23 12:53:25","author":"Cassandra Unchained","handle":"michaeljburry","text":"Watch the long bonds. Treasuries pressured by AI's debt explosion, rising inflation vol, (per the great chart from @Bloomberg's Simon White). Basis Trade's shaky state, #oil back near 100, many factors, many charts. Not sure how much longer PE and PC can hold their breath.","hashtags":["oil"],"conv":"2080275089451565188","reply_id":"","quote_id":"","retweet_id":"","reply_to":"","likes":1988,"retweets":285,"replies":121,"quotes":35,"views":344648,"bookmarks":430,"media":["2080275089451565188_1.png","2080275089451565188_2.png","2080275089451565188_3.png"],"has_video":false,"own":true,"url":"https://twitter.com/michaeljburry/status/2080275089451565188","type":"tweet","issues":[]},"2051679806517858462":{"id":"2051679806517858462","date":"2026-05-05 15:05:58","author":"Cassandra Unchained","handle":"michaeljburry","text":"$PLTR at $137 and with that $350+ billion fully diluted market cap you can still buy Northrop Grumman $NOC, General Dynamics $GD and Lockheed Martin $LMT, and have enough left over for L3Harris $LHX. \n\nOr you could buy every single one of my 38 GameStop $GME acquisition alternatives PLUS Lockheed Martin.","hashtags":[],"conv":"2051679806517858462","reply_id":"","quote_id":"","retweet_id":"","reply_to":"","likes":680,"retweets":65,"replies":261,"quotes":11,"views":155673,"bookmarks":212,"media":["2051679806517858462_1.jpg"],"has_video":false,"own":true,"url":"https://twitter.com/michaeljburry/status/2051679806517858462","type":"tweet","issues":[]},"2025957871599374737":{"id":"2025957871599374737","date":"2026-02-23 15:36:11","author":"Cassandra Unchained","handle":"michaeljburry","text":"And you think I’m bearish. \n\n https://open.substack.com/pub/citrini/p/2028gic?r=4repfn&utm_medium=ios","hashtags":[],"conv":"2025957871599374737","reply_id":"","quote_id":"","retweet_id":"","reply_to":"","likes":3884,"retweets":498,"replies":289,"quotes":75,"views":392953,"bookmarks":1290,"media":["2025957871599374737_1.jpg"],"has_video":false,"own":true,"url":"https://twitter.com/michaeljburry/status/2025957871599374737","type":"tweet","issues":[]},"2055814283808686189":{"id":"2055814283808686189","date":"2026-05-17 00:54:55","author":"Cassandra Unchained","handle":"michaeljburry","text":"New Abridged Version of D’ai of the Triffids: Office Software Triage\nThe first in a series of six posts covering 46 software and payments stocks.\nThis version is ~1500 words, less than 1/8th the size of the original post, which I do recommend.\n\nhttps://open.substack.com/pub/michaeljburry/p/dai-of-the-triffids-office-software-922?r=4repfn&utm_campaign=post-expanded-share&utm_medium=web","hashtags":[],"conv":"2055814283808686189","reply_id":"","quote_id":"","retweet_id":"","reply_to":"","likes":203,"retweets":23,"replies":16,"quotes":1,"views":105800,"bookmarks":54,"media":["2055814283808686189_1.jpg"],"has_video":false,"own":true,"url":"https://twitter.com/michaeljburry/status/2055814283808686189","type":"tweet","issues":[]},"2076331649348809121":{"id":"2076331649348809121","date":"2026-07-12 15:43:36","author":"Cassandra Unchained","handle":"michaeljburry","text":"Fannie, Freddie, Trump & the Housing Crisis\nThe Health of the Twins Today & Value Drivers. \n\nhttps://open.substack.com/pub/michaeljburry/p/washington-goes-to-fannie-mae-and?r=4repfn&utm_medium=ios\n\nExecutive Order 14393 Promoting Access to Mortgage Credit was signed March 13, 2026. This EO gave the FHFA director 120 days to submit…","hashtags":[],"conv":"2076331649348809121","reply_id":"","quote_id":"","retweet_id":"","reply_to":"","likes":702,"retweets":98,"replies":207,"quotes":16,"views":240697,"bookmarks":142,"media":["2076331649348809121_1.jpg","2076331649348809121_2.jpg"],"has_video":false,"own":true,"url":"https://twitter.com/michaeljburry/status/2076331649348809121","type":"tweet","issues":[]},"2016235366315958779":{"id":"2016235366315958779","date":"2026-01-27 19:42:25","author":"Cassandra Unchained","handle":"michaeljburry","text":"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. \n\nAnd do not mind media @CNBC that comment without reading both articles. \n\n“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.”\n\n https://open.substack.com/pub/michaeljburry/p/foundations-the-big-short-squeeze?r=4repfn&utm_medium=ios&shareImageVariant=overlay","hashtags":[],"conv":"2016235366315958779","reply_id":"","quote_id":"","retweet_id":"","reply_to":"","likes":3551,"retweets":615,"replies":198,"quotes":46,"views":406766,"bookmarks":461,"media":["2016235366315958779_1.jpg"],"has_video":false,"own":true,"url":"https://twitter.com/michaeljburry/status/2016235366315958779","type":"tweet","issues":[]},"1990977620360430000":{"id":"1990977620360430000","date":"2025-11-19 02:57:09","author":"Cassandra Unchained","handle":"michaeljburry","text":"“But it’s Baidu”\n2021:Useful life 4->5 years for servers\n2024: Useful life 5->6 years for servers\nTook a RMB 16.2 billion impairment on RMB 30.1B net PPE. (over 50%)\nHad RMB 8-11 billion cap ex each of last 4 years, and Depreciation RMB 6.8 billion in 2024\nIn 2024, net income rose over 50% as a result of the useful life change.","hashtags":[],"conv":"1990977620360430000","reply_id":"","quote_id":"","retweet_id":"","reply_to":"","likes":4230,"retweets":412,"replies":337,"quotes":76,"views":930008,"bookmarks":778,"media":["1990977620360430000_1.jpg","1990977620360430000_2.jpg","1990977620360430000_3.jpg"],"has_video":false,"own":true,"url":"https://twitter.com/michaeljburry/status/1990977620360430000","type":"tweet","issues":[]},"2006265600344248388":{"id":"2006265600344248388","date":"2025-12-31 07:26:08","author":"Cassandra Unchained","handle":"michaeljburry","text":"Just about one more day to make donations for 2025 and take the deduction. \n\nIf one has significant gains in the market this year, a donation seems just and right. \n\nDonate Now at the link below. \n\nhttps://togethercalifornia.org/giving/","hashtags":[],"conv":"1996238845885481315","reply_id":"1996238845885481315","quote_id":"","retweet_id":"","reply_to":"michaeljburry","likes":385,"retweets":14,"replies":21,"quotes":0,"views":201327,"bookmarks":16,"media":["2006265600344248388_1.jpg"],"has_video":false,"own":true,"url":"https://twitter.com/michaeljburry/status/2006265600344248388","type":"reply","issues":[]},"1996768481002639515":{"id":"1996768481002639515","date":"2025-12-05 02:27:58","author":"Cassandra Unchained","handle":"michaeljburry","text":"Jan 31, 2023 - I tweet “Sell”\nBanking crisis ensues and banks fail. There is panic and stocks fall. \nMar 13, 2023 - I tweet “This crisis could resolve very quickly. I am not seeing true danger here.” \nMarch 30, 2023 - I tweet “I was wrong to say sell.”\n\n/meme corrected","hashtags":[],"conv":"1996768481002639515","reply_id":"","quote_id":"","retweet_id":"","reply_to":"","likes":5564,"retweets":305,"replies":504,"quotes":74,"views":1553197,"bookmarks":537,"media":["1996768481002639515_1.jpg","1996768481002639515_2.jpg","1996768481002639515_3.jpg"],"has_video":false,"own":true,"url":"https://twitter.com/michaeljburry/status/1996768481002639515","type":"tweet","issues":[]},"2007501259096420795":{"id":"2007501259096420795","date":"2026-01-03 17:16:12","author":"Cassandra Unchained","handle":"michaeljburry","text":"Humanoid robots are a vanity project, an inexplicably stupid idea. We need robots that do things humanoids cannot, not a neo-Aryan army. \n\nThe 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-7196d53e?st=CR29cQ","hashtags":[],"conv":"2007501259096420795","reply_id":"","quote_id":"","retweet_id":"","reply_to":"","likes":2588,"retweets":222,"replies":619,"quotes":85,"views":434825,"bookmarks":332,"media":["2007501259096420795_1.jpg"],"has_video":false,"own":true,"url":"https://twitter.com/michaeljburry/status/2007501259096420795","type":"tweet","issues":[]},"2002249089111761281":{"id":"2002249089111761281","date":"2025-12-20 05:25:57","author":"Cassandra Unchained","handle":"michaeljburry","text":"In early 2021 I banged the inflation drum hard, but I had called it in 2020 when the lockdowns started due to the inevitable impact of supply chain disruption.\n\nMichael 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 11 years.\n\n\"Prepare for #inflation,\" Burry tweeted on February 19. \"#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.\nhttps://markets.businessinsider.com/news/stocks/big-short-michael-burry-predicted-inflation-spike-investor-warned-tweets-2021-5-1030430103?utm_source=copy-link&utm_medium=referral&utm_content=topbar","hashtags":["inflation","inflation"],"conv":"1996768481002639515","reply_id":"1996768481002639515","quote_id":"","retweet_id":"","reply_to":"michaeljburry","likes":259,"retweets":16,"replies":12,"quotes":1,"views":75415,"bookmarks":24,"media":["2002249089111761281_1.jpg"],"has_video":false,"own":true,"url":"https://twitter.com/michaeljburry/status/2002249089111761281","type":"reply","issues":[]},"2008340651881210334":{"id":"2008340651881210334","date":"2026-01-06 00:51:39","author":"Cassandra Unchained","handle":"michaeljburry","text":"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. \n\nThis is free, not mine, and I don't know the author, but it is really good, very helpful. \n\nVenezuelan Historical Primer: Friend, Foe, Vassal \nhttps://open.substack.com/pub/endtropy/p/venezuelan-historical-primer-friend?utm_campaign=post-expanded-share&utm_medium=post%20viewer","hashtags":[],"conv":"2008340651881210334","reply_id":"","quote_id":"","retweet_id":"","reply_to":"","likes":2791,"retweets":386,"replies":149,"quotes":48,"views":450560,"bookmarks":2597,"media":["2008340651881210334_1.jpg"],"has_video":false,"own":true,"url":"https://twitter.com/michaeljburry/status/2008340651881210334","type":"tweet","issues":[]},"2051824410575704347":{"id":"2051824410575704347","date":"2026-05-06 00:40:35","author":"Cassandra Unchained","handle":"michaeljburry","text":"New Trading Post today. Palantir, Hong Kong, SOXX, Australia, etc \n\n https://open.substack.com/pub/michaeljburry/p/trading-post-tuesday-may-5-2026?r=4repfn&utm_medium=ios","hashtags":[],"conv":"2051824410575704347","reply_id":"","quote_id":"","retweet_id":"","reply_to":"","likes":292,"retweets":24,"replies":0,"quotes":4,"views":105352,"bookmarks":57,"media":["2051824410575704347_1.jpg"],"has_video":false,"own":true,"url":"https://twitter.com/michaeljburry/status/2051824410575704347","type":"tweet","issues":[]},"2078549282744041885":{"id":"2078549282744041885","date":"2026-07-18 18:35:41","author":"Cassandra Unchained","handle":"michaeljburry","text":"For a weekend deep think, consider this.","hashtags":[],"conv":"2078549282744041885","reply_id":"","quote_id":"","retweet_id":"","reply_to":"","likes":1226,"retweets":83,"replies":77,"quotes":4,"views":473972,"bookmarks":472,"media":[],"has_video":false,"own":true,"url":"https://twitter.com/michaeljburry/status/2078549282744041885","type":"tweet","issues":[]},"1999124788220924016":{"id":"1999124788220924016","date":"2025-12-11 14:31:06","author":"Cassandra Unchained","handle":"michaeljburry","text":"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","hashtags":[],"conv":"1999124788220924016","reply_id":"","quote_id":"","retweet_id":"","reply_to":"","likes":1386,"retweets":136,"replies":101,"quotes":10,"views":228201,"bookmarks":300,"media":["1999124788220924016_1.jpg","1999124788220924016_2.jpg","1999124788220924016_3.jpg"],"has_video":false,"own":true,"url":"https://twitter.com/michaeljburry/status/1999124788220924016","type":"tweet","issues":[]},"2002645776821072096":{"id":"2002645776821072096","date":"2025-12-21 07:42:15","author":"Cassandra Unchained","handle":"michaeljburry","text":"Exactly and sadly","hashtags":[],"conv":"2002645776821072096","reply_id":"","quote_id":"","retweet_id":"","reply_to":"","likes":1002,"retweets":62,"replies":75,"quotes":6,"views":398689,"bookmarks":95,"media":[],"has_video":false,"own":true,"url":"https://twitter.com/michaeljburry/status/2002645776821072096","type":"tweet","issues":[]},"2012735976779415874":{"id":"2012735976779415874","date":"2026-01-18 03:57:06","author":"Cassandra Unchained","handle":"michaeljburry","text":"Ben Affleck is clearly a smart guy.  So this does not surprise me. It sounds familiar and on point. \n\nDelivered much better than I ever could.","hashtags":[],"conv":"2012735976779415874","reply_id":"","quote_id":"","retweet_id":"","reply_to":"","likes":9808,"retweets":626,"replies":376,"quotes":40,"views":1260114,"bookmarks":3271,"media":[],"has_video":false,"own":true,"url":"https://twitter.com/michaeljburry/status/2012735976779415874","type":"tweet","issues":[]},"1996238845885481315":{"id":"1996238845885481315","date":"2025-12-03 15:23:23","author":"Cassandra Unchained","handle":"michaeljburry","text":"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. December’s charity is TogetherCalifornia, which was founded by Christian Bale and his wife Sibi to attack the foster care problem with real world action. \n\nhttps://togethercalifornia.org","hashtags":[],"conv":"1996238845885481315","reply_id":"","quote_id":"","retweet_id":"","reply_to":"","likes":4638,"retweets":281,"replies":271,"quotes":34,"views":1233782,"bookmarks":173,"media":["1996238845885481315_1.jpg"],"has_video":false,"own":true,"url":"https://twitter.com/michaeljburry/status/1996238845885481315","type":"tweet","issues":[]},"2081898573264834837":{"id":"2081898573264834837","date":"2026-07-28 00:24:34","author":"Cassandra Unchained","handle":"michaeljburry","text":"Evil incarnate.","hashtags":[],"conv":"2081898573264834837","reply_id":"","quote_id":"","retweet_id":"","reply_to":"","likes":4920,"retweets":597,"replies":133,"quotes":25,"views":465694,"bookmarks":506,"media":[],"has_video":false,"own":true,"url":"https://twitter.com/michaeljburry/status/2081898573264834837","type":"tweet","issues":[]},"2077892561386299664":{"id":"2077892561386299664","date":"2026-07-16 23:06:06","author":"Anika","handle":"AnikaSomaia","text":"a week ago @SemiAnalysis_ wrote that Chinese labs are \"simply too compute poor to truly reach the frontier.\" today one of those \"too compute poor\" labs, a 300-person startup actually, shipped a model that compares to opus 4.8\n\nthe entire western consensus – export controls, the $650B hyperscaler capex race, the \"compute moat\" investment thesis – is built on one assumption: flops gate capability. if that were true, chip controls would keep chinese labs permanently behind the frontier.\n\nbut after reading through moonshot's stack i no longer think it is. training is efficiency-compressible: MoE routing, INT4-native quantization, better data curation, infra built around scarcity (their Mooncake stack exists because they don't have gpus!). a small lab with taste can compress the compute needed to make a frontier model, even if it can't afford to serve one\n\nthe frontier is no longer something money can buy","hashtags":[],"conv":"2077892561386299664","reply_id":"","quote_id":"2078549282744041885","retweet_id":"","reply_to":"","likes":1815,"retweets":195,"replies":142,"quotes":53,"views":828389,"bookmarks":887,"media":[],"has_video":false,"own":false,"url":"https://twitter.com/AnikaSomaia/status/2077892561386299664"},"2001462106433204714":{"id":"2001462106433204714","date":"2025-12-18 01:18:46","author":"Cassandra Unchained","handle":"michaeljburry","text":"Sounds familiar","hashtags":[],"conv":"2001462106433204714","reply_id":"","quote_id":"","retweet_id":"","reply_to":"","likes":1539,"retweets":68,"replies":87,"quotes":4,"views":509561,"bookmarks":199,"media":[],"has_video":false,"own":true,"url":"https://twitter.com/michaeljburry/status/2001462106433204714","type":"tweet","issues":[]},"2082558892186251631":{"id":"2082558892186251631","date":"2026-07-29 20:08:26","author":"Cassandra Unchained","handle":"michaeljburry","text":"Phosphorous\nhttps://www.youtube.com/watch?v=Rcmi6_fMhyw","hashtags":[],"conv":"2082558892186251631","reply_id":"","quote_id":"","retweet_id":"","reply_to":"","likes":222,"retweets":12,"replies":32,"quotes":2,"views":201042,"bookmarks":12,"media":[],"has_video":false,"own":true,"url":"https://twitter.com/michaeljburry/status/2082558892186251631","type":"tweet","issues":[]},"2002070662576492750":{"id":"2002070662576492750","date":"2025-12-19 17:36:57","author":"Cassandra Unchained","handle":"michaeljburry","text":"This is well worth 3 minutes and 15 seconds of your time. \n\nhttps://buffett.cnbc.com/video/1999/05/03/buffett-i-dont-have-to-bet-on-technology-companies.html","hashtags":[],"conv":"2002070662576492750","reply_id":"","quote_id":"","retweet_id":"","reply_to":"","likes":2499,"retweets":260,"replies":157,"quotes":17,"views":428885,"bookmarks":2049,"media":[],"has_video":false,"own":true,"url":"https://twitter.com/michaeljburry/status/2002070662576492750","type":"tweet","issues":[]},"2042607066695577960":{"id":"2042607066695577960","date":"2026-04-10 14:14:09","author":"Cassandra Unchained","handle":"michaeljburry","text":"Trade Alerts are here.\n\nTo ensure exclusive distribution of Dr. Burry’s trades only to paid subscribers, Cassandra Unchained will transmit Trade Alerts by email, similar to how research pieces are distributed.\n\nThe idea is to get information out both quickly and securely to the right people. \n\nhttps://open.substack.com/pub/michaeljburry/p/new-feature-dr-burrys-trade-alerts?utm_campaign=post-expanded-share&utm_medium=post%20viewer","hashtags":[],"conv":"2042607066695577960","reply_id":"","quote_id":"","retweet_id":"","reply_to":"","likes":608,"retweets":48,"replies":51,"quotes":16,"views":243195,"bookmarks":133,"media":["2042607066695577960_1.jpg"],"has_video":false,"own":true,"url":"https://twitter.com/michaeljburry/status/2042607066695577960","type":"tweet","issues":[]},"2033218168622105014":{"id":"2033218168622105014","date":"2026-03-15 16:26:01","author":"Cassandra Unchained","handle":"michaeljburry","text":"Weekend reading that never gets old. The case of the relevance of an 1880 presentation @smithsonian to today’s debate on what scaling “AI” through LLMs gets us. $NVDA $AVGO $META \n\nhttps://open.substack.com/pub/michaeljburry/p/history-rhymes-large-language-models?r=4repfn&utm_medium=ios","hashtags":[],"conv":"2033218168622105014","reply_id":"","quote_id":"","retweet_id":"","reply_to":"","likes":586,"retweets":56,"replies":32,"quotes":0,"views":271650,"bookmarks":257,"media":["2033218168622105014_1.jpg"],"has_video":false,"own":true,"url":"https://twitter.com/michaeljburry/status/2033218168622105014","type":"tweet","issues":[]},"2016909281488953668":{"id":"2016909281488953668","date":"2026-01-29 16:20:19","author":"Cassandra Unchained","handle":"michaeljburry","text":"Say what you want, but I'm right. \n\nCNN: Tesla scraps Model S and Model X to build robots\n\"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.\nHe announced the end of production of two models – the Model S and Model X, among the company’s most expensive models, on a Wednesday earnings call. Instead, the company will use that factory space to build humanoid robots instead.\"\nFoundations: The Tragic Algebra of Stock-Based Compensation https://open.substack.com/pub/michaeljburry/p/foundations-the-tragic-algebra-of?utm_campaign=post-expanded-share&utm_medium=web","hashtags":[],"conv":"2016909281488953668","reply_id":"","quote_id":"","retweet_id":"","reply_to":"","likes":5647,"retweets":567,"replies":558,"quotes":90,"views":675653,"bookmarks":678,"media":["2016909281488953668_1.jpg"],"has_video":false,"own":true,"url":"https://twitter.com/michaeljburry/status/2016909281488953668","type":"tweet","issues":[]},"2080658011350077719":{"id":"2080658011350077719","date":"2026-07-24 14:15:01","author":"Cassandra Unchained","handle":"michaeljburry","text":"Patience is the single most difficult skill to master for investing well. Too, the most impactful. \nPosition sizing trails patience. The more patience, the largera a position can be.\nOne must not mistake patience for foolhardiness. \nA hardy fool is just a hardy fool.","hashtags":[],"conv":"2080658011350077719","reply_id":"","quote_id":"","retweet_id":"","reply_to":"","likes":4542,"retweets":458,"replies":217,"quotes":56,"views":316953,"bookmarks":740,"media":[],"has_video":false,"own":true,"url":"https://twitter.com/michaeljburry/status/2080658011350077719","type":"tweet","issues":[]},"2071395424296988743":{"id":"2071395424296988743","date":"2026-06-29 00:48:48","author":"Cassandra Unchained","handle":"michaeljburry","text":"Thank you Janet! Your books are how I learned about CDS.  I owe you!","hashtags":[],"conv":"2071395424296988743","reply_id":"","quote_id":"","retweet_id":"","reply_to":"","likes":1298,"retweets":50,"replies":20,"quotes":1,"views":380413,"bookmarks":313,"media":[],"has_video":false,"own":true,"url":"https://twitter.com/michaeljburry/status/2071395424296988743","type":"tweet","issues":[]},"2010933112700596242":{"id":"2010933112700596242","date":"2026-01-13 04:33:10","author":"Cassandra Unchained","handle":"michaeljburry","text":"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.","hashtags":[],"conv":"2010061905457529255","reply_id":"2010061905457529255","quote_id":"","retweet_id":"","reply_to":"michaeljburry","likes":218,"retweets":16,"replies":15,"quotes":1,"views":76337,"bookmarks":46,"media":[],"has_video":false,"own":true,"url":"https://twitter.com/michaeljburry/status/2010933112700596242","type":"reply","issues":[]},"2071353564052504847":{"id":"2071353564052504847","date":"2026-06-28 22:02:28","author":"Janet Tavakoli","handle":"JanetTavakoli","text":"Michael Burry is the pioneer who created and executed the bespoke CDS trade on specific vulnerable subprime RMBS tranches in 2005—analyzing loan-level details when few others bothered.\n\n@michaeljburry  originated the practical short that others, including Lippmann at DB, later scaled and marketed. Hollywood simplified a complex story into one protagonist, but Burry was patient zero.\n\nRespect the facts—and the conviction required to hold while CDO deal makers fudged accounting, ratings were bogus, and anyone speaking publicly was attacked.","hashtags":[],"conv":"2071353564052504847","reply_id":"","quote_id":"2071395424296988743","retweet_id":"","reply_to":"","likes":696,"retweets":43,"replies":10,"quotes":1,"views":396322,"bookmarks":137,"media":[],"has_video":false,"own":false,"url":"https://twitter.com/JanetTavakoli/status/2071353564052504847"},"2053891802684403775":{"id":"2053891802684403775","date":"2026-05-11 17:35:39","author":"Cassandra Unchained","handle":"michaeljburry","text":"Short Thoughts May 10, 2026\n About That Boy Who Cried Wolf \n\nhttps://michaeljburry.substack.com/p/short-thoughts-may-10-2026?r=4repfn","hashtags":[],"conv":"2053891802684403775","reply_id":"","quote_id":"","retweet_id":"","reply_to":"","likes":460,"retweets":60,"replies":0,"quotes":18,"views":130587,"bookmarks":60,"media":["2053891802684403775_1.jpg"],"has_video":false,"own":true,"url":"https://twitter.com/michaeljburry/status/2053891802684403775","type":"tweet","issues":[]},"2000929713934753828":{"id":"2000929713934753828","date":"2025-12-16 14:03:13","author":"Cassandra Unchained","handle":"michaeljburry","text":"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 Burry’s eyes. Enjoy! Again, my apologies for the delay, I hope it is worth the wait. \n https://open.substack.com/pub/michaeljburry/p/foundations-the-big-short-squeeze?r=4repfn&utm_medium=ios","hashtags":[],"conv":"2000929713934753828","reply_id":"","quote_id":"","retweet_id":"","reply_to":"","likes":5805,"retweets":990,"replies":458,"quotes":128,"views":787968,"bookmarks":1907,"media":["2000929713934753828_1.jpg"],"has_video":false,"own":true,"url":"https://twitter.com/michaeljburry/status/2000929713934753828","type":"tweet","issues":[]},"1996749424039456792":{"id":"1996749424039456792","date":"2025-12-05 01:12:15","author":"Cassandra Unchained","handle":"michaeljburry","text":"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.","hashtags":[],"conv":"1996749424039456792","reply_id":"","quote_id":"","retweet_id":"","reply_to":"","likes":2952,"retweets":183,"replies":221,"quotes":18,"views":278722,"bookmarks":115,"media":[],"has_video":false,"own":true,"url":"https://twitter.com/michaeljburry/status/1996749424039456792","type":"tweet","issues":[]},"2068027787537948875":{"id":"2068027787537948875","date":"2026-06-19 17:47:01","author":"Cassandra Unchained","handle":"michaeljburry","text":"Did not feel like that at all. \nhttps://www.apollo.com/wealth/the-daily-spark/strip-out-ai-and-energy-and-the-sp-500-is-down","hashtags":[],"conv":"2068027787537948875","reply_id":"","quote_id":"","retweet_id":"","reply_to":"","likes":306,"retweets":30,"replies":26,"quotes":4,"views":98367,"bookmarks":87,"media":["2068027787537948875_1.jpg"],"has_video":false,"own":true,"url":"https://twitter.com/michaeljburry/status/2068027787537948875","type":"tweet","issues":[]},"2006134780379685206":{"id":"2006134780379685206","date":"2025-12-30 22:46:18","author":"Cassandra Unchained","handle":"michaeljburry","text":"Tesla is ridiculously overvalued.","hashtags":[],"conv":"2006134780379685206","reply_id":"","quote_id":"","retweet_id":"","reply_to":"","likes":6176,"retweets":540,"replies":1009,"quotes":174,"views":1060651,"bookmarks":855,"media":["2006134780379685206_1.png"],"has_video":false,"own":true,"url":"https://twitter.com/michaeljburry/status/2006134780379685206","type":"tweet","issues":[]},"1996733865638117827":{"id":"1996733865638117827","date":"2025-12-05 00:10:25","author":"Marc Benioff","handle":"Benioff","text":"LLMs are the new disk drives: commodity infrastructure you hot-swap for whoever’s cheapest + best. The fantasy that the model is a moat just expired. ☠️","hashtags":[],"conv":"1996733865638117827","reply_id":"","quote_id":"1997153708052779199","retweet_id":"","reply_to":"","likes":2315,"retweets":301,"replies":296,"quotes":152,"views":1954803,"bookmarks":479,"media":["1996733865638117827_1.jpg"],"has_video":false,"own":false,"url":"https://twitter.com/Benioff/status/1996733865638117827"},"2028131928214233276":{"id":"2028131928214233276","date":"2026-03-01 15:35:07","author":"Cassandra Unchained","handle":"michaeljburry","text":"Prompt engineering remains the number one way enterprises use AI. By a mile. This was according to the Menlo Ventures data I had posted. \n“When the Pentagon’s Michael describes how Anthropic’s AI is being used, it sounds familiar to anyone using Claude or OpenAI’s ChatGPT—except running on classified information—as the large organization looks to be more efficient. “\n“In the military context, there’s a lot of logistics that happen in the military,” he told CBS News. “How do I get something from one place to another? How much stuff do I have in either place? What do I need to move efficiently forward? What supplies might I need for a certain mission? How do I take all these different papers that have been written about what I’m going to do and make it in a consistent, summarized document?\nIn other words, boring stuff. “\n\nhttps://www.wsj.com/tech/ai/whats-really-at-stake-in-the-fight-between-anthropic-and-the-pentagon-d450c1a1?st=ZXFiDQ","hashtags":[],"conv":"2028115305076072465","reply_id":"2028115305076072465","quote_id":"","retweet_id":"","reply_to":"michaeljburry","likes":267,"retweets":22,"replies":19,"quotes":0,"views":106066,"bookmarks":113,"media":[],"has_video":false,"own":true,"url":"https://twitter.com/michaeljburry/status/2028131928214233276","type":"reply","issues":["reply-parent unavailable"]},"2052072203722654073":{"id":"2052072203722654073","date":"2026-05-06 17:05:13","author":"Cassandra Unchained","handle":"michaeljburry","text":"1990 History - incredible Suicidal Tendencies footage!! \nhttps://www.youtube.com/watch?v=Q3z6BMWvyRs","hashtags":[],"conv":"2052072203722654073","reply_id":"","quote_id":"","retweet_id":"","reply_to":"","likes":229,"retweets":13,"replies":1,"quotes":5,"views":146012,"bookmarks":29,"media":[],"has_video":false,"own":true,"url":"https://twitter.com/michaeljburry/status/2052072203722654073","type":"tweet","issues":[]},"2070690627734364496":{"id":"2070690627734364496","date":"2026-06-27 02:08:11","author":"Cassandra Unchained","handle":"michaeljburry","text":"1500 word version of the original 5200 word article.\n[Abridged] lululemon athletica (LULU): An Ode to Bad Management & The Politics of Skin-Tight Leggings\n\nIn Defense of an 800lb Gorilla \nhttps://open.substack.com/pub/michaeljburry/p/abridged-lululemon-athletica-lulu?r=4repfn&utm_campaign=post&utm_medium=web&showWelcomeOnShare=true #lululemon $lulu","hashtags":["lululemon"],"conv":"2070690627734364496","reply_id":"","quote_id":"","retweet_id":"","reply_to":"","likes":310,"retweets":27,"replies":32,"quotes":0,"views":185156,"bookmarks":87,"media":["2070690627734364496_1.jpg","2070690627734364496_2.jpg","2070690627734364496_3.jpg","2070690627734364496_4.jpg"],"has_video":false,"own":true,"url":"https://twitter.com/michaeljburry/status/2070690627734364496","type":"tweet","issues":[]},"2059101967792677312":{"id":"2059101967792677312","date":"2026-05-26 02:39:00","author":"Cassandra Unchained","handle":"michaeljburry","text":"New Short Thoughts - Patterns, NVIDIA's Settled State, and Hong Kong Crackdown\nThere is another angle that I did not discuss in Part III, and it directly addresses current misinformation on demand, the highly leveraged financing of the buildout, and both the mechanism and timing for the AI narrative to come to Jesus. I spent most of this weekend expanding this thesis from the cutting room floor of The Heretic’s Guide Part III, and I cannot wait to share it with you.\nhttps://open.substack.com/pub/michaeljburry/p/short-thoughts-may-25-2026?r=4repfn&utm_campaign=post-expanded-share&utm_medium=post%20viewer","hashtags":[],"conv":"2059101967792677312","reply_id":"","quote_id":"","retweet_id":"","reply_to":"","likes":516,"retweets":47,"replies":69,"quotes":8,"views":142710,"bookmarks":117,"media":["2059101967792677312_1.jpg"],"has_video":false,"own":true,"url":"https://twitter.com/michaeljburry/status/2059101967792677312","type":"tweet","issues":[]},"2080153279858913318":{"id":"2080153279858913318","date":"2026-07-23 04:49:23","author":"Cassandra Unchained","handle":"michaeljburry","text":"There is a lot here. \nPalantir’s New Clothes: Foundry, AIP, & the Failure of Reason https://open.substack.com/pub/michaeljburry/p/palantirs-new-clothes-foundry-aip?r=4repfn&utm_campaign=post-expanded-share&utm_medium=web $pltr #palantir","hashtags":["palantir"],"conv":"2080153279858913318","reply_id":"","quote_id":"","retweet_id":"","reply_to":"","likes":365,"retweets":38,"replies":24,"quotes":3,"views":145956,"bookmarks":69,"media":["2080153279858913318_1.jpg"],"has_video":false,"own":true,"url":"https://twitter.com/michaeljburry/status/2080153279858913318","type":"tweet","issues":[]},"2081636548190019943":{"id":"2081636548190019943","date":"2026-07-27 07:03:22","author":"Cassandra Unchained","handle":"michaeljburry","text":"The market has voted and the results are clear.","hashtags":[],"conv":"2081636548190019943","reply_id":"","quote_id":"","retweet_id":"","reply_to":"","likes":2374,"retweets":231,"replies":128,"quotes":29,"views":408265,"bookmarks":610,"media":["2081636548190019943_1.jpg","2081636548190019943_2.jpg"],"has_video":false,"own":true,"url":"https://twitter.com/michaeljburry/status/2081636548190019943","type":"tweet","issues":[]},"2027499260279652459":{"id":"2027499260279652459","date":"2026-02-27 21:41:07","author":"Cassandra Unchained","handle":"michaeljburry","text":"As Nvidia pours $30 billion into OpenAI so OpenAI can spend 20+ billion on Nvidia chips,  remember this story from last week. \nReuters reported two weeks ago that OpenAI had become dissatisfied with the performance of Nvidia’s hardware for certain types of inference tasks, especially coding-related workloads and AI-to-software interactions. The company began exploring alternatives last year, including deals with AMD, Cerebras, and early discussions with Groq.\nIt was reported that OpenAI was specifically concerned about speed, saying Nvidia’s GPUs were not fast enough for certain inference-heavy products such as Codex, OpenAI’s coding model.\nInference, in contrast to training, relies heavily on memory access speed. Reuters reported that OpenAI was looking at architectures using large amounts of on-chip SRAM, which could accelerate real-time responses but differ from Nvidia’s conventional GPU designs.\nhttps://www.storyboard18.com/brand-makers/doubts-delays-hardware-tensions-what-led-to-nvidia-shrinking-its-openai-deal-from-from-100b-to-30b-90229.htm","hashtags":[],"conv":"2027499260279652459","reply_id":"","quote_id":"","retweet_id":"","reply_to":"","likes":2187,"retweets":228,"replies":188,"quotes":30,"views":297563,"bookmarks":365,"media":["2027499260279652459_1.jpg"],"has_video":false,"own":true,"url":"https://twitter.com/michaeljburry/status/2027499260279652459","type":"tweet","issues":[]},"1995866987226902681":{"id":"1995866987226902681","date":"2025-12-02 14:45:45","author":"Cassandra Unchained","handle":"michaeljburry","text":"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…\n\nThe full text of what I wrote:\n\n“Outgrowing dilution, for purposes of achieving maximum present value for an enterprise, is not easy.\nTesla 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.\nWith recent news of Elon Musk’s $1 trillion dollar pay package, dilution is certain to continue. Tesla’s market capitalization is ridiculously overvalued today and has been for a good long time.\n[As an aside, the Elon cult was all-in on electric cars until competition showed up, then all-in on autonomous driving until competition showed up, and now is all-in on robots – until competition shows up.]\n\nAnother beauty is Palantir, which has been diluting shareholders at about a 4.6% annual rate despite buybacks. Palantir has no earnings after adjusting for stock-based compensation.\nPalantir has the distinction of being the first billionaire:revenue ratio greater than one that I have seen. Five billionaires due to stock ownership, and less than four billion in annual revenue.”","hashtags":[],"conv":"1995866987226902681","reply_id":"","quote_id":"","retweet_id":"","reply_to":"","likes":6228,"retweets":667,"replies":396,"quotes":165,"views":874905,"bookmarks":711,"media":["1995866987226902681_1.jpg"],"has_video":false,"own":true,"url":"https://twitter.com/michaeljburry/status/1995866987226902681","type":"tweet","issues":[]},"2013041241798193576":{"id":"2013041241798193576","date":"2026-01-19 00:10:07","author":"Cassandra Unchained","handle":"michaeljburry","text":"Turn that frown upside down friends. \n\nIce Nine Kills - The Laugh Track (Official Music Video) [Part 1] https://youtu.be/2fbVUmH6mY0?si=yNZY28B_fDR3jq4Z via @YouTube","hashtags":[],"conv":"2013041241798193576","reply_id":"","quote_id":"","retweet_id":"","reply_to":"","likes":729,"retweets":71,"replies":78,"quotes":14,"views":281610,"bookmarks":67,"media":[],"has_video":false,"own":true,"url":"https://twitter.com/michaeljburry/status/2013041241798193576","type":"tweet","issues":[]},"2082578649031541081":{"id":"2082578649031541081","date":"2026-07-29 21:26:57","author":"Cassandra Unchained","handle":"michaeljburry","text":"Some posts are timeless. Others become timeless because they were well-timed. \n\nAbout That Boy Who Cried Wolf  \nhttps://open.substack.com/pub/michaeljburry/p/short-thoughts-may-10-2026?r=4repfn&utm_campaign=post-expanded-share&utm_medium=web","hashtags":[],"conv":"2082578649031541081","reply_id":"","quote_id":"","retweet_id":"","reply_to":"","likes":1933,"retweets":172,"replies":92,"quotes":21,"views":357310,"bookmarks":470,"media":["2082578649031541081_1.png","2082578649031541081_2.jpg"],"has_video":false,"own":true,"url":"https://twitter.com/michaeljburry/status/2082578649031541081","type":"tweet","issues":[]},"2064121798451425778":{"id":"2064121798451425778","date":"2026-06-08 23:06:00","author":"Cassandra Unchained","handle":"michaeljburry","text":"Get those Wolverine Blues\n#TheEntombed\nhttps://youtu.be/uNi0tsCU-6g?si=vEa91bFKLE5tWiYm","hashtags":["theentombed"],"conv":"2064121798451425778","reply_id":"","quote_id":"","retweet_id":"","reply_to":"","likes":213,"retweets":14,"replies":36,"quotes":5,"views":159683,"bookmarks":14,"media":[],"has_video":false,"own":true,"url":"https://twitter.com/michaeljburry/status/2064121798451425778","type":"tweet","issues":[]},"2073914529860223103":{"id":"2073914529860223103","date":"2026-07-05 23:38:50","author":"Cassandra Unchained","handle":"michaeljburry","text":"Turn it up. You're welcome #carcass \nhttps://www.youtube.com/watch?v=ZpbpOgUybBM","hashtags":["carcass"],"conv":"2073914529860223103","reply_id":"","quote_id":"","retweet_id":"","reply_to":"","likes":310,"retweets":6,"replies":59,"quotes":2,"views":259758,"bookmarks":27,"media":[],"has_video":false,"own":true,"url":"https://twitter.com/michaeljburry/status/2073914529860223103","type":"tweet","issues":[]},"2010831853989552301":{"id":"2010831853989552301","date":"2026-01-12 21:50:48","author":"Cassandra Unchained","handle":"michaeljburry","text":"Short Thoughts, new today. \n\nI cover Medicaid fraud/Molina, Shift4, Fannie Mae, the job market and “AI,” etc. \n\nOn 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 3 years!\nAbout 25% of Molina’s membership is in California, where Medicaid enrollment is 10x bigger than Minnesota.\n\n https://open.substack.com/pub/michaeljburry/p/short-thoughts-january-12-2026?r=4repfn&utm_medium=ios&shareImageVariant=split","hashtags":[],"conv":"2010831853989552301","reply_id":"","quote_id":"","retweet_id":"","reply_to":"","likes":935,"retweets":84,"replies":69,"quotes":5,"views":344052,"bookmarks":229,"media":["2010831853989552301_1.jpg"],"has_video":false,"own":true,"url":"https://twitter.com/michaeljburry/status/2010831853989552301","type":"tweet","issues":[]},"1993503578154319999":{"id":"1993503578154319999","date":"2025-11-26 02:14:25","author":"Cassandra Unchained","handle":"michaeljburry","text":"Straw men do poorly in battle, $NVDA\nPart 2, The Heretic’s Guide to the AI Stars – Unicorns and Cockroaches\nhttps://michaeljburry.substack.com/p/unicorns-and-cockroaches-blessed","hashtags":[],"conv":"1993503578154319999","reply_id":"","quote_id":"","retweet_id":"","reply_to":"","likes":2560,"retweets":260,"replies":262,"quotes":44,"views":476198,"bookmarks":428,"media":[],"has_video":false,"own":true,"url":"https://twitter.com/michaeljburry/status/1993503578154319999","type":"tweet","issues":[]},"2038965439909232717":{"id":"2038965439909232717","date":"2026-03-31 13:03:37","author":"Cassandra Unchained","handle":"michaeljburry","text":"Shorts are not forever.","hashtags":[],"conv":"2038965439909232717","reply_id":"","quote_id":"2045275137126072482","retweet_id":"","reply_to":"","likes":9721,"retweets":1462,"replies":718,"quotes":384,"views":2684571,"bookmarks":464,"media":[],"has_video":false,"own":true,"url":"https://twitter.com/michaeljburry/status/2038965439909232717","type":"quote","issues":[]},"2039441456289526093":{"id":"2039441456289526093","date":"2026-04-01 20:35:08","author":"Cassandra Unchained","handle":"michaeljburry","text":"This just hits hard right now.  #Megadeth @DaveMustaine  and how do I have more followers than Dave? \nSepultura Territory  and Roots Bloody Roots as well. \nhttps://youtu.be/9d4ui9q7eDM?si=QJbaubuBHTAUQfmn","hashtags":["megadeth"],"conv":"2039441456289526093","reply_id":"","quote_id":"","retweet_id":"","reply_to":"","likes":589,"retweets":43,"replies":68,"quotes":4,"views":221443,"bookmarks":33,"media":[],"has_video":false,"own":true,"url":"https://twitter.com/michaeljburry/status/2039441456289526093","type":"tweet","issues":[]},"2000055961126375566":{"id":"2000055961126375566","date":"2025-12-14 04:11:15","author":"Cassandra Unchained","handle":"michaeljburry","text":"My apologies, there is just too much info to organize. Cannot make the Sunday deadline.","hashtags":[],"conv":"1999656546662322339","reply_id":"1999656546662322339","quote_id":"","retweet_id":"","reply_to":"michaeljburry","likes":2487,"retweets":173,"replies":457,"quotes":96,"views":457357,"bookmarks":89,"media":[],"has_video":false,"own":true,"url":"https://twitter.com/michaeljburry/status/2000055961126375566","type":"reply","issues":[]},"2001186476491727193":{"id":"2001186476491727193","date":"2025-12-17 07:03:30","author":"Cassandra Unchained","handle":"michaeljburry","text":"The post has been free. I have made the decision to put it back behind the paywall. \nThere are a number of reasons for this.","hashtags":[],"conv":"2000929713934753828","reply_id":"2000929713934753828","quote_id":"","retweet_id":"","reply_to":"michaeljburry","likes":631,"retweets":26,"replies":90,"quotes":6,"views":287763,"bookmarks":51,"media":[],"has_video":false,"own":true,"url":"https://twitter.com/michaeljburry/status/2001186476491727193","type":"reply","issues":[]},"2018557298537595121":{"id":"2018557298537595121","date":"2026-02-03 05:28:57","author":"Cassandra Unchained","handle":"michaeljburry","text":"$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. \n\nhttps://open.substack.com/pub/michaeljburry/p/short-thoughts-february-2-2026?utm_campaign=post-expanded-share&utm_medium=post%20viewer","hashtags":[],"conv":"2018557298537595121","reply_id":"","quote_id":"","retweet_id":"","reply_to":"","likes":3253,"retweets":360,"replies":214,"quotes":42,"views":561911,"bookmarks":500,"media":["2018557298537595121_1.jpg"],"has_video":false,"own":true,"url":"https://twitter.com/michaeljburry/status/2018557298537595121","type":"tweet","issues":[]},"1997153708052779199":{"id":"1997153708052779199","date":"2025-12-06 03:58:43","author":"Cassandra Unchained","handle":"michaeljburry","text":"Everyone that knows anything knows this. \nOpenAI 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 500 billion IPO ASAP.","hashtags":[],"conv":"1997153708052779199","reply_id":"","quote_id":"","retweet_id":"","reply_to":"","likes":8475,"retweets":906,"replies":548,"quotes":154,"views":2378004,"bookmarks":1902,"media":[],"has_video":false,"own":true,"url":"https://twitter.com/michaeljburry/status/1997153708052779199","type":"tweet","issues":[]},"2077968400391762112":{"id":"2077968400391762112","date":"2026-07-17 04:07:28","author":"Cassandra Unchained","handle":"michaeljburry","text":"It is a particularly good time to look to Hong Kong for cheap stocks that should do well as the shine comes off Korea, Japan & the Soxx. \n\nhttps://open.substack.com/pub/michaeljburry/p/hong-kong-stocks-structure-and-strategy?r=4repfn&utm_campaign=post-expanded-share&utm_medium=web","hashtags":[],"conv":"2077968400391762112","reply_id":"","quote_id":"","retweet_id":"","reply_to":"","likes":835,"retweets":87,"replies":83,"quotes":21,"views":226759,"bookmarks":314,"media":["2077968400391762112_1.jpg"],"has_video":false,"own":true,"url":"https://twitter.com/michaeljburry/status/2077968400391762112","type":"tweet","issues":[]},"2065999567246491787":{"id":"2065999567246491787","date":"2026-06-14 03:27:35","author":"Cassandra Unchained","handle":"michaeljburry","text":"Got tix for an October show. Saw them in 1986, a great light display, and never thought then I would see Rush in 2026. \n I’ve seen Rush multiple times, always a fantastic show. RIP Neil, you were the best.\n\n#Rush “Xanadu” opening night 50 Something Tour. https://youtu.be/cSGX3tPvGS8?is=foviHTDjX5vwJ-u0","hashtags":["rush"],"conv":"2065999567246491787","reply_id":"","quote_id":"","retweet_id":"","reply_to":"","likes":395,"retweets":20,"replies":49,"quotes":0,"views":221028,"bookmarks":30,"media":["2065999567246491787_1.jpg"],"has_video":false,"own":true,"url":"https://twitter.com/michaeljburry/status/2065999567246491787","type":"tweet","issues":[]},"2079396872175944083":{"id":"2079396872175944083","date":"2026-07-21 02:43:42","author":"SentimenTrader","handle":"sentimentrader","text":"Credit anxiety is showing up in the broader credit-protection market.\n\nCDX just crossed above its 50-day moving average after 66 straight days below it.\n\nHistorically, periods above this threshold have been a tougher backdrop for equities.","hashtags":[],"conv":"2079396872175944083","reply_id":"","quote_id":"2079425490826498179","retweet_id":"","reply_to":"","likes":183,"retweets":31,"replies":3,"quotes":4,"views":244046,"bookmarks":72,"media":["2079396872175944083_1.png"],"has_video":false,"own":false,"url":"https://twitter.com/sentimentrader/status/2079396872175944083"},"2071356903230218302":{"id":"2071356903230218302","date":"2026-06-28 22:15:44","author":"Cassandra Unchained","handle":"michaeljburry","text":"Trading Post June 25, 2026\nHong Kong, Adds, One Sale to Add, One New Position and One Short Cover\n\nhttps://open.substack.com/pub/michaeljburry/p/trading-post-june-25-2026?r=4repfn&utm_campaign=post&utm_medium=web","hashtags":[],"conv":"2071356903230218302","reply_id":"","quote_id":"","retweet_id":"","reply_to":"","likes":291,"retweets":18,"replies":19,"quotes":2,"views":193279,"bookmarks":44,"media":["2071356903230218302_1.jpg"],"has_video":false,"own":true,"url":"https://twitter.com/michaeljburry/status/2071356903230218302","type":"tweet","issues":[]},"2037618749864566935":{"id":"2037618749864566935","date":"2026-03-27 19:52:21","author":"Cassandra Unchained","handle":"michaeljburry","text":"Open Letter on Housing, Fannie & Freddie \n@realDonaldTrump @pulte @SecScottBessent @FHFA @USTreasury  $fnma $FMCC\n\nWe studied housing square footage per capita adequacy, and found that there is no problem there. The US in fact has more residential square footage per capita than any other country in the world. This is not a housing shortage, despite what so many say. \n\nThe problem is that bigger houses are inefficiently housing fewer people. The post-COVID low rate environment locked people into a lifecycle real estate position. Empty nesters can't sell, first time home buyers cannot buy. Second-hand home inventory is near all-time lows due to record low supply, not record demand. Prices are high due to the same reason.\n\nHome equity is now a record $35 trillion, nearly doubling pre-COVID levels. 40% of homeowners own their homes free and clear - a record. And about 30% of all home buyers pay for homes without borrowing. Older homes were upgraded at a record pace during COVID, extending and refreshing the usefulness of residential real estate.\n\nArtificially low interest rates, ~$6-7 trillion in helicopter cash and forgivable loans helped drive both the home updates and high housing prices.\n\nWork from home moved the office into the home, often expensed or deductible. People with white collar jobs and means chose to live/work in exotic or remote locations.\n\nAll of this together does not speak of a housing shortage, or a housing problem.\n\nInstead it is a problem of current residential space allocation and mobility, and this problem was created by government manipulation of interest rates, cash money supply, and COVID lockups that went on too long and changed work/home behavior.\n\nGovernment created the problem and now maintains policies that prevent free markets from reaching a solution, not the least of which is keeping the GSEs inefficiently run while in conservatorship. Recall Pulte's video upon arriving at Fannie Mae - no one was in the office buildings. The companies have become atherosclerotic, inefficient government programs, while a decade of financial engineering optimized for homeowner wealth accumulation rather than housing market velocity/mobility/fluidity.\n\nGovernment must fix this problem by facilitating efficient re-allocation of housing stock with higher housing velocity/mobility through the release of the GSEs into free markets.\n\nThis is a problem made for the GSEs. Through well-targeted programs, the GSE can help the free market find spaces to intelligently reallocate , and help US citizens with housing mobility.\n\nBuilding more new overpriced, poorly built homes in increasingly dangerous flood zones and other hazardous fringe areas is not the solution. It adds to the problem through high maintenance burdens on new homeowners with little equity in their homes.\n\nRather, to build mobility/velocity of homeowners and housing space, the GSEs need to be recapitalized and retain easy access to capital markets. They also need to be run by real mortgage executives, not government functionaries.\n\nTo achieve this they need to exit conservatorship in a manner that excites markets to fund these companies, now with guidelines to prevent risk-taking outside of their purpose, and grow their purchases of mortgages of well-targeted specification.\n\nI should have written this into the Recurrence piece itself.","hashtags":[],"conv":"2037618749864566935","reply_id":"","quote_id":"","retweet_id":"","reply_to":"","likes":1725,"retweets":293,"replies":189,"quotes":73,"views":628221,"bookmarks":777,"media":[],"has_video":false,"own":true,"url":"https://twitter.com/michaeljburry/status/2037618749864566935","type":"tweet","issues":[]},"2061489813497188708":{"id":"2061489813497188708","date":"2026-06-01 16:47:26","author":"Cassandra Unchained","handle":"michaeljburry","text":"[Abridged] Software & Payments Stocks Part II: Productivity Tools and Cybersecurity\nPart 2 of a 6-Part Series Covering 50 Software & Payments Stocks,  Full Analysis and Ranking abridged to 2400 words from 14,000 $ADBE $ADSK $U $PANW $CRWD $DOCU $ZS $INTU\nhttps://michaeljburry.substack.com/p/abridged-software-and-payments-stocks?r=4repfn","hashtags":[],"conv":"2061489813497188708","reply_id":"","quote_id":"","retweet_id":"","reply_to":"","likes":281,"retweets":38,"replies":31,"quotes":0,"views":104797,"bookmarks":71,"media":["2061489813497188708_1.jpg","2061489813497188708_2.png","2061489813497188708_3.png","2061489813497188708_4.jpg"],"has_video":false,"own":true,"url":"https://twitter.com/michaeljburry/status/2061489813497188708","type":"tweet","issues":[]},"1997540406255292783":{"id":"1997540406255292783","date":"2025-12-07 05:35:20","author":"Cassandra Unchained","handle":"michaeljburry","text":"If a point is worth making, it is worth making twice.","hashtags":[],"conv":"1997540406255292783","reply_id":"","quote_id":"","retweet_id":"","reply_to":"","likes":3561,"retweets":190,"replies":221,"quotes":47,"views":626753,"bookmarks":387,"media":["1997540406255292783_1.jpg"],"has_video":false,"own":true,"url":"https://twitter.com/michaeljburry/status/1997540406255292783","type":"tweet","issues":[]},"2079426924779343926":{"id":"2079426924779343926","date":"2026-07-21 04:43:07","author":"Cassandra Unchained","handle":"michaeljburry","text":"PALO ALTO, California -- Hidden debt at U.S. tech giants swelled eightfold in roughly four years to an estimated $1.65 trillion as artificial intelligence investments ballooned, a Nikkei study shows, exceeding actual debt and making it tougher for investors to assess risk.\nNikkei examined recent financial statements and other materials from Google owner Alphabet, Microsoft, Amazon, Meta and Oracle. The four companies aside from Oracle are scheduled to announce their second quarter earnings from Wednesday, meaning the figures may increase further.\nThe five companies' hidden debt, which does not appear on balance sheets, totaled $1.65 trillion in the most recent quarter, exceeding the roughly $1.35 trillion in debt reflected on their balance sheets. The data includes some estimates.","hashtags":[],"conv":"2079426924779343926","reply_id":"","quote_id":"","retweet_id":"","reply_to":"","likes":2636,"retweets":513,"replies":162,"quotes":66,"views":332248,"bookmarks":809,"media":["2079426924779343926_1.jpg"],"has_video":false,"own":true,"url":"https://twitter.com/michaeljburry/status/2079426924779343926","type":"tweet","issues":[]},"1995874904499949938":{"id":"1995874904499949938","date":"2025-12-02 15:17:13","author":"Cassandra Unchained","handle":"michaeljburry","text":"Available today, author Michael Lewis (Liars Poker, Moneyball, etc.j interviews me for his podcast Against the Rules. \n\nAvailable on Apple Podcasts, Spotify, Amazon Music, YouTube and others\n\nhttps://www.pushkin.fm/podcasts/against-the-rules/michael-burry-speaks","hashtags":[],"conv":"1995874904499949938","reply_id":"","quote_id":"","retweet_id":"","reply_to":"","likes":3809,"retweets":397,"replies":188,"quotes":60,"views":796934,"bookmarks":1424,"media":["1995874904499949938_1.jpg"],"has_video":false,"own":true,"url":"https://twitter.com/michaeljburry/status/1995874904499949938","type":"tweet","issues":[]},"2012341233327255683":{"id":"2012341233327255683","date":"2026-01-17 01:48:32","author":"Cassandra Unchained","handle":"michaeljburry","text":"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 have to disclose their positions every week, month, quarter, because the criticism for holding an “obvious loser” can be not only scathing but in this day and age viral. Worse is what is shown to not be owned, the positions that are “obvious winners.” Managers exposed to those to whom the portfolio is exposed rarely do 50% a year based on fundamentals. They become pods, trading on technicals, momentum and beating the quarterly number. And that does 50% for very short periods. The articles I wrote about securities only scratch the surface of the research behind them. And they still are 6,000-8,000 carefully chosen words meant to mean something. Still, just a scratch.","hashtags":[],"conv":"2012341233327255683","reply_id":"","quote_id":"","retweet_id":"","reply_to":"","likes":3462,"retweets":266,"replies":215,"quotes":33,"views":380439,"bookmarks":590,"media":[],"has_video":false,"own":true,"url":"https://twitter.com/michaeljburry/status/2012341233327255683","type":"tweet","issues":[]},"2001569843724870017":{"id":"2001569843724870017","date":"2025-12-18 08:26:52","author":"Cassandra Unchained","handle":"michaeljburry","text":"Good night...wait for it\nObituary - Ten Thousand Ways to Die https://youtu.be/DSZINxB6Vvg?si=E0bSRP-NiCizjWcz via @YouTube","hashtags":[],"conv":"2001569843724870017","reply_id":"","quote_id":"","retweet_id":"","reply_to":"","likes":647,"retweets":33,"replies":95,"quotes":6,"views":384947,"bookmarks":70,"media":["2001569843724870017_1.jpg"],"has_video":false,"own":true,"url":"https://twitter.com/michaeljburry/status/2001569843724870017","type":"tweet","issues":[]},"2072537016760156330":{"id":"2072537016760156330","date":"2026-07-02 04:25:05","author":"Cassandra Unchained","handle":"michaeljburry","text":"Wrong direction. This is like Nordstrom’s opening up Nordstrom’s Rack. But Neiman Marcus opens up Neiman Marcus Rack, Bloomingdale’s opens up Bloomingdale’s Rack, Dillard’s opened up Dillard’s rack.\n\nIn the end all it proves is there are too many clothes for sale.\n\nMeta pops 9% as company makes cloud push to sell excess AI compute power capacity  https://cnb.cx/4oX1Bqz","hashtags":[],"conv":"2072537016760156330","reply_id":"","quote_id":"","retweet_id":"","reply_to":"","likes":1910,"retweets":164,"replies":166,"quotes":32,"views":335570,"bookmarks":228,"media":["2072537016760156330_1.jpg"],"has_video":false,"own":true,"url":"https://twitter.com/michaeljburry/status/2072537016760156330","type":"tweet","issues":[]},"2012561898097594545":{"id":"2012561898097594545","date":"2026-01-17 16:25:22","author":"Forrest Knight","handle":"ForrestPKnight","text":"Honestly, Ben Affleck actually knowing AI and the landscape caught me off guard, but as a writer, makes sense.\n\nGreat takes across the board.","hashtags":[],"conv":"2012561898097594545","reply_id":"","quote_id":"2012735976779415874","retweet_id":"","reply_to":"","likes":109238,"retweets":9301,"replies":1671,"quotes":1890,"views":16285585,"bookmarks":40216,"media":[],"has_video":true,"own":false,"url":"https://twitter.com/ForrestPKnight/status/2012561898097594545"},"2076407069305889145":{"id":"2076407069305889145","date":"2026-07-12 20:43:17","author":"Cassandra Unchained","handle":"michaeljburry","text":"Today Cassandra Unchained crossed 300,000 subscriber. 231 days from the start.  \nhttps://michaeljburry.substack.com/\n346,689 Followers.\n300,044 Subscribers.\nALL 50 States and 212 Countries.\n52% of Subscribers are from Outside the United States.\nI am so thankful.","hashtags":[],"conv":"2076407069305889145","reply_id":"","quote_id":"","retweet_id":"","reply_to":"","likes":2634,"retweets":106,"replies":269,"quotes":83,"views":1543605,"bookmarks":287,"media":["2076407069305889145_1.jpg"],"has_video":false,"own":true,"url":"https://twitter.com/michaeljburry/status/2076407069305889145","type":"tweet","issues":[]},"2011550608621519088":{"id":"2011550608621519088","date":"2026-01-14 21:26:52","author":"Little Wishes Org","handle":"littlewishesorg","text":"@run1ooooo1 @michaeljburry We're excited to let you know that you can make a Bitcoin donation to us through this link:https://www.every.org/little-wishes. Your generosity will bring so much joy to seriously ill, hospitalized children. Thank you so much!","hashtags":[],"conv":"2008961405827899706","reply_id":"2008983241878065230","quote_id":"2012752551741985065","retweet_id":"","reply_to":"run1ooooo1","likes":136,"retweets":17,"replies":6,"quotes":2,"views":544329,"bookmarks":6,"media":["2011550608621519088_1.jpg"],"has_video":false,"own":false,"url":"https://twitter.com/littlewishesorg/status/2011550608621519088"},"2062363506939150789":{"id":"2062363506939150789","date":"2026-06-04 02:39:11","author":"Cassandra Unchained","handle":"michaeljburry","text":"Sounds of galloping horses, through the breach never to open, run over to rise again, until clouds darken.","hashtags":[],"conv":"2062363506939150789","reply_id":"","quote_id":"","retweet_id":"","reply_to":"","likes":1184,"retweets":108,"replies":140,"quotes":30,"views":221152,"bookmarks":75,"media":[],"has_video":false,"own":true,"url":"https://twitter.com/michaeljburry/status/2062363506939150789","type":"tweet","issues":[]},"2076219424164438306":{"id":"2076219424164438306","date":"2026-07-12 08:17:39","author":"Cassandra Unchained","handle":"michaeljburry","text":"Can't be the first to do this.","hashtags":[],"conv":"2076219424164438306","reply_id":"","quote_id":"","retweet_id":"","reply_to":"","likes":2209,"retweets":170,"replies":152,"quotes":23,"views":394961,"bookmarks":317,"media":["2076219424164438306_1.jpg"],"has_video":false,"own":true,"url":"https://twitter.com/michaeljburry/status/2076219424164438306","type":"tweet","issues":[]},"2080183943475986605":{"id":"2080183943475986605","date":"2026-07-23 06:51:14","author":"Cassandra Unchained","handle":"michaeljburry","text":"Trading Post July 23, 2026 - 3 Stock Buys & the BIS Weighs in on AI's Rampant Circular Financing\nTaking the Momentum Pair Trade challenge by shorting the Pods\nhttps://open.substack.com/pub/michaeljburry/p/trading-post-july-23-2026-3-stock?r=4repfn&utm_campaign=post-expanded-share&utm_medium=web","hashtags":[],"conv":"2080183943475986605","reply_id":"","quote_id":"","retweet_id":"","reply_to":"","likes":330,"retweets":34,"replies":33,"quotes":3,"views":168485,"bookmarks":72,"media":["2080183943475986605_1.png"],"has_video":false,"own":true,"url":"https://twitter.com/michaeljburry/status/2080183943475986605","type":"tweet","issues":[]},"2033994295175430303":{"id":"2033994295175430303","date":"2026-03-17 19:50:04","author":"Cassandra Unchained","handle":"michaeljburry","text":"The Sound of Truth - As I Lay Dying, a top 5 metal band and #1 crying shame. @ASILAYDYINGBAND \nhttps://www.youtube.com/watch?v=XJzTlJ8hs4I\n#20 In Flames\n#19 Death\n#18 Ice Nine Kills\n#17 Carcass\n#16 Judas Priest\n#15 Lamb of God\n#14 Slayer\n#13 Obituary\n#12 Devildriver\n#11 Suicidal Tendencies\n#10 Max Cavalera/Sepultura\n#9 Entombed\n#8 Megadeth\n#7 Pantera\n#6 Black Sabbath\n#5 Iron Maiden\n#4 As I Lay Dying\n#3 Slipknot\n#2 Metallica\n#1 Children of Bodom","hashtags":[],"conv":"2033994295175430303","reply_id":"","quote_id":"","retweet_id":"","reply_to":"","likes":553,"retweets":46,"replies":143,"quotes":8,"views":566405,"bookmarks":170,"media":[],"has_video":false,"own":true,"url":"https://twitter.com/michaeljburry/status/2033994295175430303","type":"tweet","issues":[]},"2074968497667608867":{"id":"2074968497667608867","date":"2026-07-08 21:26:55","author":"Cassandra Unchained","handle":"michaeljburry","text":"http://x.com/i/article/2074935224992247808","hashtags":[],"conv":"2074968497667608867","reply_id":"","quote_id":"","retweet_id":"","reply_to":"","likes":321,"retweets":19,"replies":43,"quotes":1,"views":194265,"bookmarks":170,"media":["2074968497667608867_1.jpg"],"has_video":false,"own":true,"url":"https://twitter.com/michaeljburry/status/2074968497667608867","type":"tweet","issues":[]},"2080771474097365249":{"id":"2080771474097365249","date":"2026-07-24 21:45:52","author":"Cassandra Unchained","handle":"michaeljburry","text":"Everyone should read this. Everyone.","hashtags":[],"conv":"2080771474097365249","reply_id":"","quote_id":"","retweet_id":"","reply_to":"","likes":2374,"retweets":343,"replies":102,"quotes":15,"views":470554,"bookmarks":1832,"media":[],"has_video":false,"own":true,"url":"https://twitter.com/michaeljburry/status/2080771474097365249","type":"tweet","issues":[]},"2023634813060591619":{"id":"2023634813060591619","date":"2026-02-17 05:45:11","author":"Cassandra Unchained","handle":"michaeljburry","text":"Phil Anselmo @philiphanselmo and Zakk Wylde @ZakkWyldeBLS \n@Pantera, June 22, 2025 \nLevi Stadium Santa Clara\nStill feeling the circle pit, awesome show\nHistoric, epic band #Pantera","hashtags":["pantera"],"conv":"2023634813060591619","reply_id":"","quote_id":"","retweet_id":"","reply_to":"","likes":669,"retweets":17,"replies":48,"quotes":4,"views":111880,"bookmarks":21,"media":[],"has_video":true,"own":true,"url":"https://twitter.com/michaeljburry/status/2023634813060591619","type":"tweet","issues":[]},"2032993798066725071":{"id":"2032993798066725071","date":"2026-03-15 01:34:27","author":"Cassandra Unchained","handle":"michaeljburry","text":"Short Thought: Nvidia Ratchets Up the Risk\n\nhttps://open.substack.com/pub/michaeljburry/p/short-thought-nvidia-ratchets-up?r=4repfn&selection=fa38fbbb-a883-475d-806f-5e653f94a8e4&utm_campaign=post-share-selection&utm_medium=web&aspectRatio=square&textColor=%23ffffff&bgImage=true","hashtags":[],"conv":"2032993798066725071","reply_id":"","quote_id":"","retweet_id":"","reply_to":"","likes":702,"retweets":74,"replies":61,"quotes":6,"views":249995,"bookmarks":132,"media":["2032993798066725071_1.jpg"],"has_video":false,"own":true,"url":"https://twitter.com/michaeljburry/status/2032993798066725071","type":"tweet","issues":[]},"1991312209322913805":{"id":"1991312209322913805","date":"2025-11-20 01:06:42","author":"Cassandra Unchained","handle":"michaeljburry","text":"One more. OpenAI is the linchpin here. Can anyone name their auditor?","hashtags":[],"conv":"1991312209322913805","reply_id":"","quote_id":"","retweet_id":"","reply_to":"","likes":7918,"retweets":512,"replies":962,"quotes":146,"views":2013148,"bookmarks":590,"media":[],"has_video":false,"own":true,"url":"https://twitter.com/michaeljburry/status/1991312209322913805","type":"tweet","issues":[]},"2079425490826498179":{"id":"2079425490826498179","date":"2026-07-21 04:37:25","author":"Cassandra Unchained","handle":"michaeljburry","text":"NASDAQ 100 futures up 282, but yep.","hashtags":[],"conv":"2079425490826498179","reply_id":"","quote_id":"","retweet_id":"","reply_to":"","likes":861,"retweets":86,"replies":65,"quotes":10,"views":256927,"bookmarks":119,"media":[],"has_video":false,"own":true,"url":"https://twitter.com/michaeljburry/status/2079425490826498179","type":"tweet","issues":[]},"2055285288692285793":{"id":"2055285288692285793","date":"2026-05-15 13:52:52","author":"Cassandra Unchained","handle":"michaeljburry","text":"New Article - First in a Six-Part Series Covering 46 Software & Payments Stocks - \nD'ai of the Triffids: Office Software Triage\n\nhttps://open.substack.com/pub/michaeljburry/p/dai-of-the-triffids-office-software?r=4repfn&utm_campaign=post-expanded-share&utm_medium=web","hashtags":[],"conv":"2055285288692285793","reply_id":"","quote_id":"","retweet_id":"","reply_to":"","likes":349,"retweets":46,"replies":37,"quotes":5,"views":112817,"bookmarks":93,"media":["2055285288692285793_1.jpg"],"has_video":false,"own":true,"url":"https://twitter.com/michaeljburry/status/2055285288692285793","type":"tweet","issues":[]},"2011961088665874616":{"id":"2011961088665874616","date":"2026-01-16 00:37:58","author":"Cassandra Unchained","handle":"michaeljburry","text":"DB downgrades FOUR because it sees organic growth falling to the mid teens? Boy do I have a story for you.","hashtags":[],"conv":"2011881092433736147","reply_id":"2011881092433736147","quote_id":"","retweet_id":"","reply_to":"michaeljburry","likes":233,"retweets":12,"replies":17,"quotes":3,"views":115841,"bookmarks":44,"media":["2011961088665874616_1.jpg"],"has_video":false,"own":true,"url":"https://twitter.com/michaeljburry/status/2011961088665874616","type":"reply","issues":[]},"2019416792968622598":{"id":"2019416792968622598","date":"2026-02-05 14:24:17","author":"Cassandra Unchained","handle":"michaeljburry","text":"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 2008 than March 2009), it will do far better than deploying capital in expensive markets. A bit more patience may be all it takes.","hashtags":[],"conv":"2019416792968622598","reply_id":"","quote_id":"","retweet_id":"","reply_to":"","likes":4476,"retweets":650,"replies":251,"quotes":70,"views":817515,"bookmarks":600,"media":[],"has_video":false,"own":true,"url":"https://twitter.com/michaeljburry/status/2019416792968622598","type":"tweet","issues":[]},"2026942455388537294":{"id":"2026942455388537294","date":"2026-02-26 08:48:34","author":"Cassandra Unchained","handle":"michaeljburry","text":"Just a $NVDA thought. \n\nhttps://open.substack.com/pub/michaeljburry/p/short-thought-nvidia-ratchets-up?utm_campaign=post-expanded-share&utm_medium=web","hashtags":[],"conv":"2026942455388537294","reply_id":"","quote_id":"","retweet_id":"","reply_to":"","likes":1030,"retweets":89,"replies":145,"quotes":22,"views":395365,"bookmarks":206,"media":["2026942455388537294_1.jpg"],"has_video":false,"own":true,"url":"https://twitter.com/michaeljburry/status/2026942455388537294","type":"tweet","issues":[]},"2077799545396761017":{"id":"2077799545396761017","date":"2026-07-16 16:56:29","author":"Cassandra Unchained","handle":"michaeljburry","text":"Short Thoughts (but long post) July 15, 2026 PYPL/IBM/HCA/More\nTrading Post Plus Commentary on $PYPL Buyout Offer, $IBM and $HCA Swoons, Ben Graham & #GrowthInvesting\nhttps://michaeljburry.substack.com/p/short-thoughts-july-15-2026-pyplibmhcamore?r=4repfn","hashtags":["growthinvesting"],"conv":"2077799545396761017","reply_id":"","quote_id":"","retweet_id":"","reply_to":"","likes":266,"retweets":24,"replies":41,"quotes":2,"views":160211,"bookmarks":47,"media":["2077799545396761017_1.jpg","2077799545396761017_2.png"],"has_video":false,"own":true,"url":"https://twitter.com/michaeljburry/status/2077799545396761017","type":"tweet","issues":[]},"2006248100512612431":{"id":"2006248100512612431","date":"2025-12-31 06:16:36","author":"Cassandra Unchained","handle":"michaeljburry","text":"Fun fact, I once bought a huge block of Farmer Mac CDS from Bill for a good reason.","hashtags":[],"conv":"2006248100512612431","reply_id":"","quote_id":"","retweet_id":"","reply_to":"","likes":1229,"retweets":52,"replies":77,"quotes":8,"views":476121,"bookmarks":238,"media":[],"has_video":false,"own":true,"url":"https://twitter.com/michaeljburry/status/2006248100512612431","type":"tweet","issues":[]},"2010842140750803172":{"id":"2010842140750803172","date":"2026-01-12 22:31:40","author":"Cassandra Unchained","handle":"michaeljburry","text":"And Meta gives in, throwing away its one saving grace. Watch ROIC crash.","hashtags":[],"conv":"2010842140750803172","reply_id":"","quote_id":"","retweet_id":"","reply_to":"","likes":2733,"retweets":125,"replies":124,"quotes":16,"views":910308,"bookmarks":376,"media":[],"has_video":false,"own":true,"url":"https://twitter.com/michaeljburry/status/2010842140750803172","type":"tweet","issues":[]},"2010561878137749981":{"id":"2010561878137749981","date":"2026-01-12 03:58:00","author":"Cassandra Unchained","handle":"michaeljburry","text":"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 2026? 2027? Does not have to be.","hashtags":[],"conv":"2010561878137749981","reply_id":"","quote_id":"","retweet_id":"","reply_to":"","likes":3147,"retweets":251,"replies":211,"quotes":48,"views":950463,"bookmarks":1240,"media":[],"has_video":false,"own":true,"url":"https://twitter.com/michaeljburry/status/2010561878137749981","type":"tweet","issues":[]},"2018535382825214152":{"id":"2018535382825214152","date":"2026-02-03 04:01:52","author":"Cassandra Unchained","handle":"michaeljburry","text":"OpenAI claps back at Jen-Hsun.","hashtags":[],"conv":"2018535382825214152","reply_id":"","quote_id":"","retweet_id":"","reply_to":"","likes":2230,"retweets":188,"replies":207,"quotes":39,"views":323551,"bookmarks":321,"media":["2018535382825214152_1.png"],"has_video":false,"own":true,"url":"https://twitter.com/michaeljburry/status/2018535382825214152","type":"tweet","issues":[]},"2076878827754516886":{"id":"2076878827754516886","date":"2026-07-14 03:57:53","author":"Cassandra Unchained","handle":"michaeljburry","text":"What's happening.","hashtags":[],"conv":"2076878827754516886","reply_id":"","quote_id":"","retweet_id":"","reply_to":"","likes":2170,"retweets":272,"replies":121,"quotes":20,"views":492333,"bookmarks":521,"media":[],"has_video":false,"own":true,"url":"https://twitter.com/michaeljburry/status/2076878827754516886","type":"tweet","issues":[]},"1993816435563417783":{"id":"1993816435563417783","date":"2025-11-26 22:57:36","author":"Cassandra Unchained","handle":"michaeljburry","text":"Michael Lewis fully narrated an audiobook version of The Big Short for the book’s 15th anniversary. The cheapest price I have found is at the publisher’s site. \n\nThis 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. \n\nhttps://www.pushkin.fm/audiobooks/the-big-short-inside-the-doomsday-machine","hashtags":[],"conv":"1993816435563417783","reply_id":"","quote_id":"","retweet_id":"","reply_to":"","likes":4017,"retweets":278,"replies":244,"quotes":71,"views":986942,"bookmarks":1345,"media":[],"has_video":false,"own":true,"url":"https://twitter.com/michaeljburry/status/1993816435563417783","type":"tweet","issues":[]},"2082830435432669406":{"id":"2082830435432669406","date":"2026-07-30 14:07:27","author":"Cassandra Unchained","handle":"michaeljburry","text":"What’s going on today?https://substack.com/chat/6819723/post/46d5ff49-5e6a-450a-9f3e-b4ca20b597be\nThat Momenum Pair Unwind was the most dramatic ever, incluidng 26 years ago. So it was due for a bounce the other way.  Bear markets have the most dramatic rallies. Especially at the beginning. \nI have been explaining and discusssing in the Chat area, My Thought Pad and the companion thread discussing the Thought Pad.","hashtags":[],"conv":"2082830435432669406","reply_id":"","quote_id":"","retweet_id":"","reply_to":"","likes":1088,"retweets":89,"replies":103,"quotes":21,"views":252046,"bookmarks":214,"media":[],"has_video":false,"own":true,"url":"https://twitter.com/michaeljburry/status/2082830435432669406","type":"tweet","issues":[]},"2005131766684942671":{"id":"2005131766684942671","date":"2025-12-28 04:20:41","author":"Cassandra Unchained","handle":"michaeljburry","text":"Right again.","hashtags":[],"conv":"2005130377791500603","reply_id":"2005130377791500603","quote_id":"","retweet_id":"","reply_to":"michaeljburry","likes":575,"retweets":26,"replies":41,"quotes":4,"views":155502,"bookmarks":50,"media":["2005131766684942671_1.jpg","2005131766684942671_2.jpg"],"has_video":false,"own":true,"url":"https://twitter.com/michaeljburry/status/2005131766684942671","type":"reply","issues":[]},"2021032594645639584":{"id":"2021032594645639584","date":"2026-02-10 01:24:54","author":"Cassandra Unchained","handle":"michaeljburry","text":"I am working on something $PLTR.","hashtags":[],"conv":"2021032594645639584","reply_id":"","quote_id":"","retweet_id":"","reply_to":"","likes":9629,"retweets":809,"replies":978,"quotes":474,"views":2619534,"bookmarks":1828,"media":["2021032594645639584_1.png"],"has_video":false,"own":true,"url":"https://twitter.com/michaeljburry/status/2021032594645639584","type":"tweet","issues":[]},"2075620334955618612":{"id":"2075620334955618612","date":"2026-07-10 16:37:05","author":"Kakashii","handle":"kakashiii111","text":"S&P downgraded Oracle's long-term issuer credit rating to 'BBB-' from 'BBB', citing exploding capex. The ratings agency now projects Oracle's fiscal 2027 capital expenditures to rocket to $90 billion to $95 billion, a massive leap from its previous $60 billion forecast, driven by soaring AI chip costs and new data center builds.\n\nThat's exactly what I said: with each Nvidia generation, data center cost keeps rising, and that's excluding other rising components. Now add memory and storage, turbines, cooling, and so on, all rising too.\n\nAt some point, projects will start getting cancelled, scaling planned capacity down (say from 5 GW to 1 GW), and we'll even see abandoned projects selling for pennies.\n\nThat scenario could bring us the great write off period.","hashtags":[],"conv":"2075620334955618612","reply_id":"","quote_id":"2075781096055214084","retweet_id":"","reply_to":"","likes":284,"retweets":61,"replies":9,"quotes":11,"views":303444,"bookmarks":67,"media":["2075620334955618612_1.jpg"],"has_video":false,"own":false,"url":"https://twitter.com/kakashiii111/status/2075620334955618612"},"2079808558347203008":{"id":"2079808558347203008","date":"2026-07-22 05:59:35","author":"Cassandra Unchained","handle":"michaeljburry","text":"Incredible rare footage of Randy Rhoads absolutely killing with his Sandoval Polka Dot guitar with the converted and heavily modded Danoelectro neck. \n\nhttps://youtu.be/VMACc_dTABg?si=witwOLpW4IvAIrkt&t=293","hashtags":[],"conv":"2079808558347203008","reply_id":"","quote_id":"","retweet_id":"","reply_to":"","likes":264,"retweets":13,"replies":24,"quotes":0,"views":168526,"bookmarks":19,"media":[],"has_video":false,"own":true,"url":"https://twitter.com/michaeljburry/status/2079808558347203008","type":"tweet","issues":[]},"2052443782235234813":{"id":"2052443782235234813","date":"2026-05-07 17:41:44","author":"Cassandra Unchained","handle":"michaeljburry","text":"A new Trading Post.\n\n https://open.substack.com/pub/michaeljburry/p/trading-post-may-7-2026?r=4repfn&utm_medium=ios","hashtags":[],"conv":"2052443782235234813","reply_id":"","quote_id":"","retweet_id":"","reply_to":"","likes":321,"retweets":29,"replies":7,"quotes":6,"views":109841,"bookmarks":50,"media":["2052443782235234813_1.jpg"],"has_video":false,"own":true,"url":"https://twitter.com/michaeljburry/status/2052443782235234813","type":"tweet","issues":[]},"2079785703656026447":{"id":"2079785703656026447","date":"2026-07-22 04:28:46","author":"Cassandra Unchained","handle":"michaeljburry","text":"Could be smart phones castrated society.","hashtags":[],"conv":"2079785703656026447","reply_id":"","quote_id":"","retweet_id":"","reply_to":"","likes":2817,"retweets":192,"replies":194,"quotes":29,"views":313409,"bookmarks":166,"media":[],"has_video":false,"own":true,"url":"https://twitter.com/michaeljburry/status/2079785703656026447","type":"tweet","issues":[]},"2027852564524347546":{"id":"2027852564524347546","date":"2026-02-28 21:05:01","author":"Cassandra Unchained","handle":"michaeljburry","text":"History Rhymes: Large Language Models Off to a Bad Start? \nNew series where I look at historical newspapers for insight into today's events. This one's free, check it out. \nhttps://michaeljburry.substack.com/p/history-rhymes-large-language-models?r=4repfn","hashtags":[],"conv":"2027852564524347546","reply_id":"","quote_id":"","retweet_id":"","reply_to":"","likes":1193,"retweets":121,"replies":87,"quotes":16,"views":891647,"bookmarks":684,"media":["2027852564524347546_1.jpg"],"has_video":false,"own":true,"url":"https://twitter.com/michaeljburry/status/2027852564524347546","type":"tweet","issues":[]},"2016675210460627416":{"id":"2016675210460627416","date":"2026-01-29 00:50:12","author":"Elon Musk","handle":"elonmusk","text":"This @waitbutwhy illustration is 👌","hashtags":[],"conv":"2016675210460627416","reply_id":"","quote_id":"2016689895041912884","retweet_id":"","reply_to":"","likes":63424,"retweets":5760,"replies":3069,"quotes":539,"views":21722359,"bookmarks":7877,"media":["2016675210460627416_1.jpg"],"has_video":false,"own":false,"url":"https://twitter.com/elonmusk/status/2016675210460627416"},"2069501508584907220":{"id":"2069501508584907220","date":"2026-06-23 19:23:03","author":"Cassandra Unchained","handle":"michaeljburry","text":"Rock rock til you drop.","hashtags":[],"conv":"2069501508584907220","reply_id":"","quote_id":"","retweet_id":"","reply_to":"","likes":1640,"retweets":136,"replies":152,"quotes":23,"views":309984,"bookmarks":141,"media":["2069501508584907220_1.png"],"has_video":false,"own":true,"url":"https://twitter.com/michaeljburry/status/2069501508584907220","type":"tweet","issues":[]},"2012381406182191439":{"id":"2012381406182191439","date":"2026-01-17 04:28:10","author":"Cassandra Unchained","handle":"michaeljburry","text":"I do not say this all the time. Just a reminder.","hashtags":[],"conv":"2012226895610257657","reply_id":"2012226895610257657","quote_id":"","retweet_id":"","reply_to":"michaeljburry","likes":297,"retweets":17,"replies":19,"quotes":1,"views":62692,"bookmarks":53,"media":["2012381406182191439_1.jpg"],"has_video":false,"own":true,"url":"https://twitter.com/michaeljburry/status/2012381406182191439","type":"reply","issues":[]},"2012381867224203497":{"id":"2012381867224203497","date":"2026-01-17 04:30:00","author":"Cassandra Unchained","handle":"michaeljburry","text":"Another reminder of what the opposite looks like","hashtags":[],"conv":"2012226895610257657","reply_id":"2012226895610257657","quote_id":"","retweet_id":"","reply_to":"michaeljburry","likes":400,"retweets":21,"replies":16,"quotes":0,"views":85875,"bookmarks":107,"media":["2012381867224203497_1.jpg"],"has_video":false,"own":true,"url":"https://twitter.com/michaeljburry/status/2012381867224203497","type":"reply","issues":[]},"1991300811494662464":{"id":"1991300811494662464","date":"2025-11-20 00:21:24","author":"Cassandra Unchained","handle":"michaeljburry","text":"Since the beginning of 2018, NVDA earned about $205B net income and $188B free cash flow, assuming all cap ex was growth cap ex.\nSBC amounted to $20.5B.\nBut it bought back $112.5B worth of stock and there are 47 million MORE shares outstanding.\nThe true cost of that SBC dilution was $112.5B, reducing owner's earnings by 50%. /rant","hashtags":[],"conv":"1991300811494662464","reply_id":"","quote_id":"","retweet_id":"","reply_to":"","likes":6652,"retweets":674,"replies":795,"quotes":213,"views":2233303,"bookmarks":1595,"media":["1991300811494662464_1.png","1991300811494662464_2.png"],"has_video":false,"own":true,"url":"https://twitter.com/michaeljburry/status/1991300811494662464","type":"tweet","issues":[]},"2054807892063080640":{"id":"2054807892063080640","date":"2026-05-14 06:15:52","author":"Cassandra Unchained","handle":"michaeljburry","text":"Through the centuries.\n't was not so long ago. \n\nhttps://youtu.be/b7jGGBxA3Yg?si=a4Wf5LdLT27AuBDt","hashtags":[],"conv":"2054807892063080640","reply_id":"","quote_id":"","retweet_id":"","reply_to":"","likes":228,"retweets":14,"replies":0,"quotes":3,"views":153373,"bookmarks":18,"media":["2054807892063080640_1.jpg"],"has_video":false,"own":true,"url":"https://twitter.com/michaeljburry/status/2054807892063080640","type":"tweet","issues":[]},"2064931091236925574":{"id":"2064931091236925574","date":"2026-06-11 04:41:51","author":"Cassandra Unchained","handle":"michaeljburry","text":"I have found the key to happiness is gratitude. The thankful are by nature humbled by the grace of others and cognizant of the miracles that surround us every single day.","hashtags":[],"conv":"2064931091236925574","reply_id":"","quote_id":"","retweet_id":"","reply_to":"","likes":4680,"retweets":462,"replies":239,"quotes":35,"views":240737,"bookmarks":480,"media":[],"has_video":false,"own":true,"url":"https://twitter.com/michaeljburry/status/2064931091236925574","type":"tweet","issues":[]},"2079806367003816017":{"id":"2079806367003816017","date":"2026-07-22 05:50:53","author":"Cassandra Unchained","handle":"michaeljburry","text":"This is one of the better videos showing Randy Rhoads playing the Sandoval Polka Dot V with the converted Danelectro neck. \nhttps://youtu.be/VMACc_dTABg?si=QGOcvm1N89eIVSbd&t=293","hashtags":[],"conv":"2076584658570006952","reply_id":"2076584658570006952","quote_id":"","retweet_id":"","reply_to":"michaeljburry","likes":46,"retweets":0,"replies":4,"quotes":0,"views":59412,"bookmarks":4,"media":[],"has_video":false,"own":true,"url":"https://twitter.com/michaeljburry/status/2079806367003816017","type":"reply","issues":[]},"1998381850994114932":{"id":"1998381850994114932","date":"2025-12-09 13:18:56","author":"Cassandra Unchained","handle":"michaeljburry","text":"Fannie & Freddie, Toxic Twins No More No More? Excerpt\n\nRecently, both news and gossip has picked up. \n \nAugust 1st, Bloomberg reported that Trump was meeting with CEOs of the biggest banks to discuss monetizing the GSEs.  \n \nOn 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.\n \nAugust guidance from President Trump indicated they would continue under government oversight as public companies. That is not new. Even pre-GFC they operated under government oversight – as my history lesson many words ago detailed.\n \nIn October, Trump claimed homebuilders were sitting on 2 million empty lots and urged the GSEs to “get Big Homebuilders going.” This is the too-familiar cry of populist ignorance, but it also implied Trump is in a hurry to get the GSEs forcing the issue in the US housing market again. \n \nThe GSEs cannot aggressively expand their retained whole loanbooks, launch new products, or lower fees until they raise more capital. They are working under capital-constrained conditions. Again, the IPO is the only thing that can cure that anytime soon. So,investors, cheer populist ignorance!\n \nAlso in October, FHFA Director-for-a-bit-longer Bill Pulte stated on X that the IPO could occur in the first half of 2026. Again, an implication that the administration is now in a hurry to stimulate housing. \n \nLast month, Pulte mentioned the IPO would be for an initial stake of about 5%. Surprising small, but potentially a big clue for our analysis. Save for later. \n \nFinally, just a few days ago, Commerce Secretary Howard Lutnick was on CNBC to tell us that an IPO is well down the road, and that maybe something happens during the first quarter of 2026.\n \nIt is time to analyze what this all means and put some numbers down. \n \nPutting this all together, I created share price scenarios using a number of variables, but focusing on the capital ratio and the potential negotiated down or eliminated Senior Preferred Stock (SPS) Liquidation Preference owned by Treasury.","hashtags":[],"conv":"1998381850994114932","reply_id":"","quote_id":"","retweet_id":"","reply_to":"","likes":1922,"retweets":208,"replies":133,"quotes":29,"views":432616,"bookmarks":343,"media":[],"has_video":false,"own":true,"url":"https://twitter.com/michaeljburry/status/1998381850994114932","type":"tweet","issues":[]},"2013639091636633705":{"id":"2013639091636633705","date":"2026-01-20 15:45:45","author":"George Noble","handle":"gnoble79","text":"OPENAI IS FALLING APART IN REAL TIME\n\nI've watched companies implode for decades.\n\nThis one has all the warning signs.\n\nOpenAI declared \"Code Red\" in December.\n\nAltman sent an internal memo telling employees to drop everything because Google's Gemini 3 is eating their lunch. Salesforce CEO Marc Benioff publicly ditched ChatGPT for Gemini after using it for two hours.\n\nChatGPT traffic fell in November. Second month-over-month decline of 2025. Meanwhile Gemini jumped to 650 million monthly active users.\n\nThe company that was supposed to build AGI can't keep its chatbot competitive.\n\nBut the real story is the money...\n\nOpenAI lost $12 BILLION in a single quarter according to Microsoft's own fiscal disclosures.\n\nDeutsche Bank estimates $143 billion in cumulative negative cash flow before the company turns profitable. \n\nTheir analysts put it bluntly: \"No startup in history has operated with losses on anything approaching this scale.\"\n\nThey're burning $15 million per day on Sora alone. \n\n$5 billion annually to generate copyright-infringing memes. \n\nEven Sora's lead engineer admitted the \"economics are currently completely unsustainable.\"\n\nHere's the big math problem nobody wants to discuss:\n\nIt's going to cost 5x the energy and money to make these models 2x better.\n\nThe low-hanging fruit is gone.\n\nEvery incremental improvement now requires exponentially more compute, more data centers, more power. \n\nReports suggest OpenAI's large training runs in 2025 failed to produce models better than prior versions.\n\nGPT-5 launched to widespread disappointment. Users called it \"underwhelming\" and \"horrible.\" OpenAI had to restore GPT-4o within 24 hours because users preferred the old model.\n\nAltman had promised GPT-5 would make GPT-4 feel \"mildly embarrassing.\" Instead, users complained it was worse at basic math and geography.\n\nThey've released GPT-5.1, GPT-5.2 since. \n\nSame complaints each time: too corporate, too safe, robotic, boring.\n\nThe talent exodus makes this even worse:\n\nCTO Mira Murati. Gone.\nChief Research Officer Bob McGrew. Gone.\nChief Scientist Ilya Sutskever. Gone.\nPresident Greg Brockman. Gone.\n\nHalf the AI safety team departed. Multiple executives reportedly cited \"psychological abuse\" under Altman's leadership.\n\nAnd now Elon Musk is suing for up to $134 billion.\n\nA federal judge just ruled the case goes to jury trial in April. There's \"plenty of evidence\" that OpenAI's leaders promised to maintain the nonprofit structure that Musk funded.\n\nMusk provided $38 million in early funding based on those assurances. Now he wants his share of the $500 billion valuation.\n\nOpenAI called it \"harassment.\" But the judge disagreed.\n\nHere's what I think happens next:\n\nThe AI hype cycle is peaking.\n\nThe diminishing returns are becoming impossible to hide.\n\nCompetitors are catching up. \n\nThe lawsuits are piling up.\n\nOpenAI needs to generate $200 billion in annual revenue by 2030 to justify their projections. \n\nThat's 15x growth in five years while costs keep exploding.\n\nEven Sam Altman admitted investors are \"overexcited\" about AI. \n\nHis exact words: \"Someone is going to lose a phenomenal amount of money.\"\n\nIf I were running an AI startup with good traction right now, I'd be looking for an exit. Sell into the hype before the music stops.\n\nMy positioning:\n\nI'm not touching OpenAI-adjacent plays at these valuations. The risk profile is astronomical.\n\nIf you're exposed to the Magnificent 7 through AI infrastructure bets, consider trimming. The gap between promised revolution and delivered reality has never been wider.\n\nThe smart money is rotating into sectors where valuations actually reflect fundamentals.\n\nSmall and mid-caps are trading near decade lows relative to Big Tech while earnings growth is only marginally lower.\n\nMarkets can price risk. But they can't price chaos.\n\nAnd OpenAI is chaos dressed up in a $500 billion valuation.","hashtags":[],"conv":"2013639091636633705","reply_id":"","quote_id":"2013807176704245852","retweet_id":"","reply_to":"","likes":9259,"retweets":1563,"replies":795,"quotes":483,"views":3321320,"bookmarks":4948,"media":[],"has_video":true,"own":false,"url":"https://twitter.com/gnoble79/status/2013639091636633705"},"2080764084082057340":{"id":"2080764084082057340","date":"2026-07-24 21:16:31","author":"Cassandra Unchained","handle":"michaeljburry","text":"The last can private equity will kick down the road\n\n\"Private equity (PE) firms have acquired large life insurers and loaded their balance sheets with private credit assets that are opaque and difficult for regulators to value...when a life insurer becomes insolvent, state-based guaranty funds protect insurance policyholders by \"assessing\" surviving insurers to cover the shortfall. In most states, such outlays are fully creditable against state premium taxes over time..PE-owned life insurers reflect a structural transformation in which an insurer supports a broader asset-management business that is designed to extract value upfront and impose losses on others. PE firms exploit this regulatory regime by pairing life insurers with private credit to capture value from both sides\" #privateequity #privatecredit #insurance\nhttps://papers.ssrn.com/sol3/papers.cfm?abstract_id=7152239","hashtags":["privateequity","privatecredit","insurance"],"conv":"2080764084082057340","reply_id":"","quote_id":"","retweet_id":"","reply_to":"","likes":2985,"retweets":386,"replies":155,"quotes":64,"views":398666,"bookmarks":1135,"media":[],"has_video":false,"own":true,"url":"https://twitter.com/michaeljburry/status/2080764084082057340","type":"tweet","issues":[]},"2001651964128416022":{"id":"2001651964128416022","date":"2025-12-18 13:53:11","author":"Nick Timiraos","handle":"NickTimiraos","text":"From @fcastofthemonth \n\n\"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. There is just no world in which this was a good idea, but here we are.\"","hashtags":[],"conv":"2001651964128416022","reply_id":"","quote_id":"2001716661175619989","retweet_id":"","reply_to":"","likes":2336,"retweets":591,"replies":198,"quotes":260,"views":1877508,"bookmarks":551,"media":[],"has_video":false,"own":false,"url":"https://twitter.com/NickTimiraos/status/2001651964128416022"},"2005131546232324316":{"id":"2005131546232324316","date":"2025-12-28 04:19:48","author":"Cassandra Unchained","handle":"michaeljburry","text":"Two banks failed, market fell, I corrected myself at the bottom and suggested it was all clear to buy again.","hashtags":[],"conv":"2005130377791500603","reply_id":"2005130377791500603","quote_id":"","retweet_id":"","reply_to":"michaeljburry","likes":1079,"retweets":48,"replies":43,"quotes":5,"views":106610,"bookmarks":63,"media":["2005131546232324316_1.jpg"],"has_video":false,"own":true,"url":"https://twitter.com/michaeljburry/status/2005131546232324316","type":"reply","issues":[]},"2073171498160849026":{"id":"2073171498160849026","date":"2026-07-03 22:26:17","author":"Cassandra Unchained","handle":"michaeljburry","text":"Read the latest Trading Post - a new short and additions to five longs. \n\nhttps://open.substack.com/pub/michaeljburry/p/trading-post-july-2-2026?r=4repfn&utm_medium=ios","hashtags":[],"conv":"2073171498160849026","reply_id":"","quote_id":"","retweet_id":"","reply_to":"","likes":337,"retweets":26,"replies":40,"quotes":3,"views":206440,"bookmarks":106,"media":["2073171498160849026_1.jpg","2073171498160849026_2.jpg"],"has_video":false,"own":true,"url":"https://twitter.com/michaeljburry/status/2073171498160849026","type":"tweet","issues":[]},"2067672358559613338":{"id":"2067672358559613338","date":"2026-06-18 18:14:40","author":"Cassandra Unchained","handle":"michaeljburry","text":"A stock falls from 100 to 10. That's a 90% decline.\n\nThe investor buys in at 10 because it is indeed worth 30.\n\nBut it has fallen so much it has become detached from the underlying business and so falls to 5.. The value investor is down 50%.\n\nWhich isn't as bad as 90%, but is still 50 effing percent.\n\nThe value investor could have sold at 8, and limited the loss.\n\n10 years later the stock is at $30. While said nvestor gies to medical school and finsihes residency to become a surgeon. \n\nThat's a six times return in 10 years. About 20% per year.\n\nWait, is it not only a triple?\n\nNo, because the investor could have sold at 5 like just about everyone else did, but did not.\n\nWhat I describe here is almost exactly WBD. And it didn't take 10 years, because it usually doesn't.","hashtags":[],"conv":"2067672358559613338","reply_id":"","quote_id":"","retweet_id":"","reply_to":"","likes":2320,"retweets":170,"replies":235,"quotes":27,"views":636877,"bookmarks":700,"media":[],"has_video":false,"own":true,"url":"https://twitter.com/michaeljburry/status/2067672358559613338","type":"tweet","issues":[]},"2081617157499056620":{"id":"2081617157499056620","date":"2026-07-27 05:46:19","author":"Cassandra Unchained","handle":"michaeljburry","text":"Shades of John Chambers.","hashtags":[],"conv":"2081617157499056620","reply_id":"","quote_id":"","retweet_id":"","reply_to":"","likes":876,"retweets":63,"replies":81,"quotes":7,"views":347134,"bookmarks":171,"media":[],"has_video":false,"own":true,"url":"https://twitter.com/michaeljburry/status/2081617157499056620","type":"tweet","issues":[]},"1873818034428694837":{"id":"1873818034428694837","date":"2024-12-30 19:46:47","author":"Bill Ackman","handle":"BillAckman","text":"I am often asked for stock recommendations, but generally don’t share individual names unless I believe the risk versus the reward is extraordinarily compelling. \n\nAs we look toward 2025, one investment in our portfolio stands out for large asymmetric upside versus downside so I thought I would share it. \n\nWe have owned Fannie Mae and Freddie Mac common stock for more than a decade. Today, they trade at or around our average cost. As such, they have not been great investments to date. \n\nWhat makes them particularly interesting today versus any other time in history is that there is a credible path for their removal from conservatorship in the relative short term, that is, in the next two years. \n\nDuring Trump’s first term, Secretary Mnuchin took steps toward this outcome, but he ran out of time. I expect that in the second @realDonaldTrump administration, Trump and his team will get the job done. \n\nA successful emergence of Fannie and Freddie from conservatorship should generate more than $300 billion of additional profits to the Federal government (this is on top of the $301 billion of cash distributions already paid to the Treasury) while removing ~$8 trillion of liabilities from our government’s balance sheet. \n\nThe GSEs have built $168 billion of capital since Mnuchin ended the net worth sweeps in 2019. This is already a fortress-level of capital for guarantors of fixed-rate, first mortgages to creditworthy, middle class borrowers. \n\nThe scenario we envision is that:\n\n(1) the GSEs are credited with the dividends and other distributions paid on the government senior preferred, which would have the effect of fully retiring the senior preferreds at their stated 10% coupon rate with an extra $25 billion profit (in excess of the preferreds’ stated yield) to the government. This extra profit could be justified as payment to the government for its standby commitment to the GSEs during conservatorship. \n\n(2) the GSEs’ capital ratio is set at 2.5% of guarantees outstanding, a level which would have enabled the GSEs to cover nearly seven times the their actual realized losses incurred during the Great Financial Crisis — a true fortress-level balance sheet. \n\nA 2.5% capital ratio is the same required for mortgage insurers who by comparison guarantee the first ~20% of losses on often riskier mortgages with less creditworthy borrowers, compared with the GSEs’ guarantee which attaches at the senior-most <=80% of the property’s mortgaged value. Mortgage insurers therefore typically incur 100% losses on a default whereas by comparison GSE losses on a default are minimal. \n\nThe GSEs also have enormous ongoing earnings power, particularly during challenging periods in the housing market where they tend to take significant additional market share. This enables them to quickly recapitalize after a period of housing market stress. \n\nAssuming a Q4 2026 IPO, the two companies collectively would need only raise about $30 billion to meet the 2.5% capital standard, a highly achievable outcome. Freddie needs more than Fannie (which will need little if any capital) because it has grown its guarantee book more quickly than Fannie in recent years. \n\nWe estimate the value of each company at the time of their IPOs in 2026 at ~$34 per share. We assume their IPOs are priced at $31 per share reflecting a ~10% discount to their intrinsic values. \n\nWe calculate a profit to the gov’t of ~$300 billion assuming full exercise of its warrants and a sell down of common stock in both companies over the five years following the IPOs. \n\nWe believe the junior preferreds are also a good investment, but they do not offer nearly the same return because their upside is capped. \n\nTrump likes big deals and this would be the biggest deal in history. I am confident he will get it done. \n\nThere remains a high degree of uncertainty about the ultimate outcome so you should limit your exposure to what you can afford to lose if you choose to invest.\n\nHappy New Year!","hashtags":[],"conv":"1873818034428694837","reply_id":"","quote_id":"2006248100512612431","retweet_id":"","reply_to":"","likes":7981,"retweets":944,"replies":748,"quotes":332,"views":4976918,"bookmarks":7872,"media":[],"has_video":false,"own":false,"url":"https://twitter.com/BillAckman/status/1873818034428694837"},"2062723900279050567":{"id":"2062723900279050567","date":"2026-06-05 02:31:16","author":"Cassandra Unchained","handle":"michaeljburry","text":"DEVILDRIVER  is back with a raw in your face old school tune. #devildriver\n\nGreat to see Dez bringing it again. \n\nDig Your Own Grave (Official Video) | Napalm Records https://youtu.be/MmxM1USsT2s?si=pElsOQTJUh6jS_52","hashtags":["devildriver"],"conv":"2062723900279050567","reply_id":"","quote_id":"","retweet_id":"","reply_to":"","likes":208,"retweets":12,"replies":27,"quotes":0,"views":173142,"bookmarks":16,"media":[],"has_video":false,"own":true,"url":"https://twitter.com/michaeljburry/status/2062723900279050567","type":"tweet","issues":[]},"1997642056156463411":{"id":"1997642056156463411","date":"2025-12-07 12:19:15","author":"Kakashii","handle":"kakashiii111","text":"To give a little more context ahead of my post next week, here is some rough simple math:\n\nLet's assume everything Jensen says is true (including reading thousands of emails a day):\nJensen said 6 million Blackwell GPUs have shipped.\n\nSince Blackwell is out, Nvidia reported 111B in revenue in GPU datacenters. If you do simple math, 6 million Blackwell GPUs within the reported 111B revenue of datacenters since Blackwell started to ship is not matching, because it represents only between 2.5 to 3.5 million Blackwell chips.\nLet's try to help Nvidia and add the over \"10B in Blackwell revenue\" they reported in 2024 Q4. That brings the total to over 121B in revenue. Over 10B represents around 250k to 330k chips, which in the best scenario brings us to almost 4 million Blackwell GPUs. It still does not match.\n\nOk, let's try another calculation. Let's assume again that Jensen is always telling the truth and he means the total Blackwell chips shipped across all segments. That would imply that between 2.5 to 3.5 million Blackwell chips fit into the 111B in revenue, while the remaining 3.5 to 2.5 million are for gaming and other segments. Because we believe Jensen and are trying to find where my math is not matching, I will assume he means all segments, which would be 20 percent of all GPUs shipped, while the other 80 percent go to datacenters. So it means that even if we count Nvidia’s Q4 10B in Blackwell revenue and assume 80 percent goes to datacenters, we still have a gap of 500k to 800k GPUs. It still does not match.\n\nOk, let's try another calculation or a new physics law since Nvidia broke one last year according to Jensen, and he is always telling the truth.\n\nLet's assume I am bad at even rough and simple math and that the 6 million shipped Blackwell GPUs are correctly calculated in the numbers.\n\nSo we have 6 million Blackwell GPUs shipped since January 2025. Roughly 65 to 70 percent of these GPUs go to datacenters in the US.\n\nTo power 65 to 70 percent of that 6 million GPU fleet (roughly 3.9 to 4.2 million GPUs), you would need approximately 8.5 to 11 gigawatts (GW) of datacenter capacity.\n\n(FYI, This amount of power is roughly equivalent to the total electricity generation capacity of Singapore or about ten standard nuclear reactors.)\n\nBetween 2024 and 2025, the US has built 3.8 to 4.2 GW in 2024 and an estimated 4.5 to 5.0 GW in 2025, which is 8.5 GW combined (Let's ignore that due to power delays, only about half of that is physically delivered within the calendar year).\n\nSo we have at best 8.5 GW, which is the rough minimum needed to power all the Blackwell chips in the US. The math is matching only if we assume that datacenters with Nvidia chips are the only ones being built in the US (excluding AMD, TPUs, and any other datacenters without Nvidia) and that only Blackwell has been installed in datacenters built in 2024, and that they were waiting for Blackwell chips in 2025 to operate.\n\nNow some energy data:\n\nAccording to the Federal Energy Regulatory Commission (FERC), the US installed nearly 26 GW of new generation capacity between January and August 2025, slightly up from the approximately 23 GW installed over the same period last year.\n\nFrom the 26 GW, 3 GW are wind, 3.7 GW natural gas, and 20 GW solar, and 0 GW nuclear.\n\nI will believe Jensen, because in this post we are just believing Jensen’s words that in the next 6 to 7 years we are going to see a bunch of small nuclear reactors and that we will all be power generators, just like somebody’s farm. So I will assume he means starting from January 2026, because so far there were deployed 0 GW of nuclear in the US in 2025.\n\nSo it means that if all datacenters that have been built, deployed, and planned to finish by the end of this year are truly completed on time, then by numbers only (simple math, I do not know the actual allocation) all natural gas built this year has been allocated to datacenter consumption, including about 80 percent of wind or around 25 percent of all solar energy.\n\nI hope this post gives some context ahead of my post next week about where all the GPUs that do not find homes in datacenters are going.","hashtags":[],"conv":"1997642056156463411","reply_id":"","quote_id":"1997752436589818353","retweet_id":"","reply_to":"","likes":1286,"retweets":206,"replies":121,"quotes":46,"views":1263305,"bookmarks":835,"media":["1997642056156463411_1.jpg","1997642056156463411_2.jpg"],"has_video":false,"own":false,"url":"https://twitter.com/kakashiii111/status/1997642056156463411"},"2053287329192628687":{"id":"2053287329192628687","date":"2026-05-10 01:33:42","author":"Cassandra Unchained","handle":"michaeljburry","text":"Credit, where credit is due.  \n\"The public swipes Palantir executives are taking at the quality of work coming from the AI labs these days reflect a concern increasingly familiar to the American worker: Palantir is at risk of being replaced, or at least rendered less necessary, by AI, according to AI company executives, current and former Palantir employees, and analysts who follow the company.\"\n\nAs Palantir CEO Alex Karp derides AI “slop,” investors and some employees see a real threat of the company ceding business to artificial-intelligence models https://www.wsj.com/tech/ai/for-palantir-ai-is-a-product-a-punching-bagand-a-problem-a4cfea77?st=bdYWcS   $PLTR @WSJbusiness","hashtags":[],"conv":"2053287329192628687","reply_id":"","quote_id":"","retweet_id":"","reply_to":"","likes":744,"retweets":101,"replies":133,"quotes":22,"views":211444,"bookmarks":160,"media":["2053287329192628687_1.jpg"],"has_video":false,"own":true,"url":"https://twitter.com/michaeljburry/status/2053287329192628687","type":"tweet","issues":[]},"2078755765553422465":{"id":"2078755765553422465","date":"2026-07-19 08:16:10","author":"Alibaba Group","handle":"AlibabaGroup","text":"Meet Qwen3.8-Max-Preview, our latest LLM with 2.4 trillion parameters, fully multimodal capabilities, and sharper performance in code engineering and professional cowork.\n\nNow live on Alibaba's Token Plan, Qoder and QoderWork, explore it today!\n\n#AlibabaAI #Qwen","hashtags":["alibabaai","qwen"],"conv":"2078755765553422465","reply_id":"","quote_id":"2078898264083247533","retweet_id":"","reply_to":"","likes":178,"retweets":22,"replies":7,"quotes":11,"views":356287,"bookmarks":27,"media":[],"has_video":false,"own":false,"url":"https://twitter.com/AlibabaGroup/status/2078755765553422465"},"2052023805992645081":{"id":"2052023805992645081","date":"2026-05-06 13:52:54","author":"Cassandra Unchained","handle":"michaeljburry","text":"Great commentary yet again from BTIG’s Jonathan Krinsky \n•Party Like It's 1999. In 1999, the best performing Nasdaq 100 stock was Qualcomm (QCOM, not rated), up 2600%. The best rolling 52-wk return for QCOM during the entire dot-com bubble was 2600%, so SNDK is beating that by 1300bps. Interestingly, the second-best stock in 1999 was SNDK up 581%.\n•More Extreme. If we look at the top 10 performing NDX stocks in 1999, they were up an average of 559%. The top 10 in the year leading up to 3/24/00 were up an average of 622%. The top 10 NDX names over the last year are up an average of 784%, beating both the dot-com periods..","hashtags":[],"conv":"2052023805992645081","reply_id":"","quote_id":"","retweet_id":"","reply_to":"","likes":1294,"retweets":222,"replies":1,"quotes":45,"views":239068,"bookmarks":394,"media":["2052023805992645081_1.jpg"],"has_video":false,"own":true,"url":"https://twitter.com/michaeljburry/status/2052023805992645081","type":"tweet","issues":[]},"2022913823515251063":{"id":"2022913823515251063","date":"2026-02-15 06:00:14","author":"Cassandra Unchained","handle":"michaeljburry","text":"Our December Charity of the Month, Together California, which is doing so much for foster children in the LA Area. \n\n https://open.substack.com/pub/michaeljburry/p/december-2025-cassandra-unchained?r=4repfn&utm_medium=ios","hashtags":[],"conv":"2022913823515251063","reply_id":"","quote_id":"","retweet_id":"","reply_to":"","likes":164,"retweets":14,"replies":4,"quotes":0,"views":41623,"bookmarks":6,"media":["2022913823515251063_1.jpg"],"has_video":false,"own":true,"url":"https://twitter.com/michaeljburry/status/2022913823515251063","type":"tweet","issues":[]},"2081534588485296565":{"id":"2081534588485296565","date":"2026-07-27 00:18:13","author":"Hedgie","handle":"HedgieMarkets","text":"🦔AI companies are bulk-buying rare books, scanning them through high-speed machines that cut the spines off, and shredding the originals. A service called ISBNdb facilitates orders of up to a million books and keeps buyers anonymous. Pre-2022 books are premium because they're free of AI-generated text. A federal judge ruled the practice is fair use because eliminating the original means only one copy exists at a time. Anthropic hired the former head of Google Books partnerships to obtain \"all the books in the world.\"\n\nMy Take\nThis got to me. A bookseller told 404 Media that rare books with almost no surviving copies are being fed into this pipeline. Books that survived wars, fires, and centuries of handling are being shredded so an AI can learn to write a better marketing email. \nISBNdb's website literally says \"'AI company destroys two million books' is not a headline that generates sympathy,\" and they still built an entire business around making it happen quietly. They offer NDAs as a feature. They coach clients to call it \"digital preservation.\"\n\nI've covered AI companies scraping the internet, torrenting libraries, and stealing music. This is worse because it's irreversible. You can re-upload a website. You can reprint a bestseller. You can't replace the last three copies of an 18th-century botanical text once someone shreds them for training data. And the judge said it's legal. So it's going to accelerate. \n\"We shred rare books and offer NDAs so nobody finds out\" is a legitimate business model in 2026. What a timeline.\n\nHedgie🤗","hashtags":[],"conv":"2081534588485296565","reply_id":"","quote_id":"2081898573264834837","retweet_id":"","reply_to":"","likes":73158,"retweets":28686,"replies":4090,"quotes":7777,"views":23877816,"bookmarks":24663,"media":["2081534588485296565_1.jpg"],"has_video":false,"own":false,"url":"https://twitter.com/HedgieMarkets/status/2081534588485296565"},"2027063987775344903":{"id":"2027063987775344903","date":"2026-02-26 16:51:30","author":"Cassandra Unchained","handle":"michaeljburry","text":"Hong Kong Stocks: Structure & Strategy \nIn the last 10 years, Netflix, Broadcom, and Tencent all increased revenue between 4.5-5X. Broadcom and Netflix have been leading performers, but Tencent’s stock has almost exactly a 0% return over the last five years.\nThis is the problem. All of Hong Kong’s massive tech stocks became massive since 2007, and the Hang Seng is today ~27,000, 15% lower than 2007...\n$BABA $JD $PDD $BIDU $TCOM\n#BABA #HangSeng #PDD #KWEB \nhttps://open.substack.com/pub/michaeljburry/p/hong-kong-stocks-structure-and-strategy?utm_campaign=post-expanded-share&utm_medium=web","hashtags":["baba","hangseng","pdd","kweb"],"conv":"2027063987775344903","reply_id":"","quote_id":"","retweet_id":"","reply_to":"","likes":1430,"retweets":160,"replies":123,"quotes":19,"views":263133,"bookmarks":467,"media":["2027063987775344903_1.jpg"],"has_video":false,"own":true,"url":"https://twitter.com/michaeljburry/status/2027063987775344903","type":"tweet","issues":[]},"1997752436589818353":{"id":"1997752436589818353","date":"2025-12-07 19:37:51","author":"Cassandra Unchained","handle":"michaeljburry","text":"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.","hashtags":[],"conv":"1997752436589818353","reply_id":"","quote_id":"","retweet_id":"","reply_to":"","likes":4954,"retweets":514,"replies":415,"quotes":108,"views":1138779,"bookmarks":1210,"media":[],"has_video":false,"own":true,"url":"https://twitter.com/michaeljburry/status/1997752436589818353","type":"tweet","issues":[]},"1996331158263787546":{"id":"1996331158263787546","date":"2025-12-03 21:30:12","author":"Cassandra Unchained","handle":"michaeljburry","text":"Christian sent me these update photos in October.","hashtags":[],"conv":"1996238845885481315","reply_id":"1996238845885481315","quote_id":"","retweet_id":"","reply_to":"michaeljburry","likes":831,"retweets":24,"replies":28,"quotes":0,"views":134486,"bookmarks":25,"media":["1996331158263787546_1.jpg","1996331158263787546_2.jpg"],"has_video":false,"own":true,"url":"https://twitter.com/michaeljburry/status/1996331158263787546","type":"reply","issues":[]},"2078189189426782533":{"id":"2078189189426782533","date":"2026-07-17 18:44:48","author":"Cassandra Unchained","handle":"michaeljburry","text":"Trading Post July 17, 2026 Plus Netflix & What's Up with the VIX \nAdded to one stock position, cut one put position in half, and added to another put position\n\n https://open.substack.com/pub/michaeljburry/p/trading-post-july-17-2026-plus-netflix?r=4repfn&utm_medium=ios","hashtags":[],"conv":"2078189189426782533","reply_id":"","quote_id":"","retweet_id":"","reply_to":"","likes":273,"retweets":40,"replies":91,"quotes":2,"views":190164,"bookmarks":48,"media":["2078189189426782533_1.jpg"],"has_video":false,"own":true,"url":"https://twitter.com/michaeljburry/status/2078189189426782533","type":"tweet","issues":[]},"1995191128321048784":{"id":"1995191128321048784","date":"2025-11-30 18:00:08","author":"tae kim","handle":"firstadopter","text":"Here's what's going to happen from here:\n\n-Nvidia will report blowout numbers the next several quarters on the NVL72 product supercycle (a step function up in capability with 72 GPUs in one AI server versus 8 GPUs). It will become one of the largest cycles in technology history, akin to the iPhone versus Blackberry. The clear signs are there in the latest quarter with Nvidia posting its first accelerating revenue growth in two years and triple-digit networking segment growth.\n\n-Google TPUs will be less than 10% of the market for the next few years as the major hyperscaler buyers don't want to support a cloud rival (outside of Meta), while Nvidia's software CUDA/developer ecosystem, TSMC allocation and performance advantages remain strong.\n\n-Most search queries will transition to AI chatbots over the next few years.\n\n-ChatGPT will release a much better model trained on NVL72 Blackwell clusters at Microsoft. Sentiment will shift back to ChatGPT. \n\n-ChatGPT will add digital advertising in its consumer product. The first iteration will not be great. The second version will improve. The third version will work great.\n\n-A significant portion of the digital ad market will move to AI chatbots and AI consumer hardware, away from search ads.\n\n-Google will go from 95% search monopolist to a number 2 or number 3 player in the AI chatbot market, which will dramatically lower its margins over the cycle. Serving the search index was a gold mine. That era will end. Timing is difficult. It may take a while, but it will happen.\n\n-All the talk about AGI and superintelligence is a distraction and a side show. AI adoption and AI progress will accelerate through 2026 as Gemini and Claude Opus proved scaling laws are intact. \n\nEnterprises will unleash massive productivity gains using current technology. Cursor will be the precursor (get it?) of the future. It eliminates tedious work with autocomplete, bug fixing, leading to rapid iteration of new ideas for coding. It enables 40% more productivity.\n\nThere will be a Cursor for every vertical. Knowledge workers will become vastly more productive as AI models build upon intuitive understanding of what helps them with proprietary custom data and models.\n\n-But don't they lose money now? Compute performance continues to improve and costs will come down. This is inevitable based on history. Today's loss-making features will become enormously profitable in due time.\n\nCurious to hear your thoughts.","hashtags":[],"conv":"1995191128321048784","reply_id":"","quote_id":"2010561878137749981","retweet_id":"","reply_to":"","likes":3134,"retweets":290,"replies":216,"quotes":56,"views":1982707,"bookmarks":3684,"media":[],"has_video":false,"own":false,"url":"https://twitter.com/firstadopter/status/1995191128321048784"},"1987685417890799877":{"id":"1987685417890799877","date":"2025-11-10 00:55:07","author":"Cassandra Unchained","handle":"michaeljburry","text":"Doesn’t surprise me one bit that Alex Karp and his “ontology” @PalantirTech cannot crack a simple 13F.\nA 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.","hashtags":[],"conv":"1987685417890799877","reply_id":"","quote_id":"","retweet_id":"","reply_to":"","likes":6256,"retweets":657,"replies":519,"quotes":150,"views":1732981,"bookmarks":1175,"media":["1987685417890799877_1.jpg"],"has_video":false,"own":true,"url":"https://twitter.com/michaeljburry/status/1987685417890799877","type":"tweet","issues":[]},"2079103277837484099":{"id":"2079103277837484099","date":"2026-07-20 07:17:03","author":"Cassandra Unchained","handle":"michaeljburry","text":"The whole thing I think it's sic. \n\nhttps://youtu.be/IDwaMfOyGj4?si=i8HWEqkKlUomwkQr&t=164","hashtags":[],"conv":"2079103277837484099","reply_id":"","quote_id":"","retweet_id":"","reply_to":"","likes":226,"retweets":5,"replies":20,"quotes":0,"views":204259,"bookmarks":16,"media":[],"has_video":false,"own":true,"url":"https://twitter.com/michaeljburry/status/2079103277837484099","type":"tweet","issues":[]},"2050923002280243243":{"id":"2050923002280243243","date":"2026-05-03 12:58:42","author":"Cassandra Unchained","handle":"michaeljburry","text":"It is not too late  @ryancohen \n$GME , a list of alternatives from February 2nd: \n\n$NXST 6.3B\n$SAM 2.3B\n$SFM 6.9B\n$W 14B\n$BRKR 7B\n$MOH 10B\n$BIRK 7B\n$SFM 6.9B\n$SLM 5.5B\n$NAVI 1B\n$FMCC 4.8B\n$FNMA 9.7B\n$DOM LN 1B\n$FND 7.4B\n$POOL 9.5B\n$KNSL 9.2B\n$NEU 6.3B\n$FTDR 4.3B\n$DOM 14B\n$OSIS 4.6B\n$IDT 1.4B\n$JACK 400mm\n$SIG 3.8B\n$ETSY 5.5B\n$OVV 11B\n$TDOC 1B\n$ROKU 15B\n$GOOS 1.2B\n$WYNN 11.3B\n$BEN 13.5B\n$CMA 12B\n$HP 3.6B\n$ADT 6.7B\n$RH 3.8B\n$M 5.3B\n$MGM 9.2B\n$AGO 4.5B\n$ANF 4.2B\n$WTM 5.2B","hashtags":[],"conv":"2050923002280243243","reply_id":"","quote_id":"","retweet_id":"","reply_to":"","likes":1753,"retweets":172,"replies":328,"quotes":49,"views":308172,"bookmarks":441,"media":[],"has_video":false,"own":true,"url":"https://twitter.com/michaeljburry/status/2050923002280243243","type":"tweet","issues":[]},"1993060087045448009":{"id":"1993060087045448009","date":"2025-11-24 20:52:08","author":"Cassandra Unchained","handle":"michaeljburry","text":"Nvidia emailed a memo to Wall Street sell side analysts to push back on my arguments.\nI stand by my analysis. Obviously, the full analysis does not fit in a tweet. I will release on my timeline. \nThe first post in The Heretic’s Guide to AI’s Stars “Supply-Side Gluttony” is up now.\nIt is a fairly light read. The second in the Heretic series will be a heavier lift. \nEvery post of mine on Substack will have a follow up Q&A with 5 Qs selected from the comment section on the post.\nhttps://open.substack.com/pub/michaeljburry/p/the-cardinal-sign-of-a-bubble-supply?r=4repfn&utm_campaign=post&utm_medium=web&showWelcomeOnShare=false","hashtags":[],"conv":"1993060087045448009","reply_id":"","quote_id":"","retweet_id":"","reply_to":"","likes":9399,"retweets":837,"replies":595,"quotes":182,"views":2656790,"bookmarks":2573,"media":[],"has_video":false,"own":true,"url":"https://twitter.com/michaeljburry/status/1993060087045448009","type":"tweet","issues":[]},"1993670124516393141":{"id":"1993670124516393141","date":"2025-11-26 13:16:12","author":"Cassandra Unchained","handle":"michaeljburry","text":"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.","hashtags":[],"conv":"1993670124516393141","reply_id":"","quote_id":"","retweet_id":"","reply_to":"","likes":4700,"retweets":490,"replies":429,"quotes":104,"views":1088131,"bookmarks":1154,"media":["1993670124516393141_1.jpg","1993670124516393141_2.jpg","1993670124516393141_3.jpg"],"has_video":false,"own":true,"url":"https://twitter.com/michaeljburry/status/1993670124516393141","type":"tweet","issues":[]},"2006856706022846532":{"id":"2006856706022846532","date":"2026-01-01 22:34:58","author":"Cassandra Unchained","handle":"michaeljburry","text":"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. \n\nFoundations: My Summer of 1994 https://open.substack.com/pub/michaeljburry/p/foundations-my-summer-of-1994?r=4repfn&selection=7b9363cf-a0e5-4b29-b388-9dec084e411e&utm_campaign=post-share-selection&utm_medium=web&aspectRatio=square&textColor=%23ffffff&bgImage=true","hashtags":[],"conv":"2006856706022846532","reply_id":"","quote_id":"","retweet_id":"","reply_to":"","likes":737,"retweets":49,"replies":42,"quotes":2,"views":245221,"bookmarks":207,"media":["2006856706022846532_1.jpg"],"has_video":false,"own":true,"url":"https://twitter.com/michaeljburry/status/2006856706022846532","type":"tweet","issues":[]},"2006632095083540837":{"id":"2006632095083540837","date":"2026-01-01 07:42:27","author":"Cassandra Unchained","handle":"michaeljburry","text":"https://open.substack.com/pub/michaeljburry/p/foundations-the-tragic-algebra-of?selection=2573d31c-8ea8-4bda-ac5d-24d99458655b&r=4repfn&utm_medium=ios","hashtags":[],"conv":"2006134780379685206","reply_id":"2006134780379685206","quote_id":"","retweet_id":"","reply_to":"michaeljburry","likes":390,"retweets":18,"replies":33,"quotes":1,"views":91815,"bookmarks":60,"media":["2006632095083540837_1.jpg"],"has_video":false,"own":true,"url":"https://twitter.com/michaeljburry/status/2006632095083540837","type":"reply","issues":[]},"2062000820019728631":{"id":"2062000820019728631","date":"2026-06-03 02:38:00","author":"Cassandra Unchained","handle":"michaeljburry","text":"New Post - Trades, Short Philosophy, SpaceX bits, and Memory Chips Misremembering\nMEGA Trading Post/Short Thoughts Mash-Up June 2, 2026\nhttps://michaeljburry.substack.com/p/mega-trading-postshort-thoughts-mash","hashtags":[],"conv":"2062000820019728631","reply_id":"","quote_id":"","retweet_id":"","reply_to":"","likes":437,"retweets":64,"replies":50,"quotes":2,"views":148887,"bookmarks":79,"media":["2062000820019728631_1.jpg","2062000820019728631_2.jpg","2062000820019728631_3.jpg"],"has_video":false,"own":true,"url":"https://twitter.com/michaeljburry/status/2062000820019728631","type":"tweet","issues":[]},"2041948348211491327":{"id":"2041948348211491327","date":"2026-04-08 18:36:38","author":"Cassandra Unchained","handle":"michaeljburry","text":"The Joyful Heart Foundation  @TheJHF \n(https://www.joyfulheartfoundation.org) \nIs the April 2026 Cassandra Unchained Charity of the Month. \nJoyful Heart Foundation supports preventative and legislative solutions as well as care, treatment and healing for victims of abuse - child abuse, rape, domestic violence. \nEvery month I vet and highlight an amazing charity that puts donations to a very strong need. Five percent of top line revenues from CU for the month of April will go to The Joyful Heart Foundation, and I hope others will spread the word and donate to this very important charity as well. \n\n https://open.substack.com/pub/michaeljburry/p/april-2026-cassandra-unchained-charity?r=4repfn&utm_medium=ios","hashtags":[],"conv":"2041948348211491327","reply_id":"","quote_id":"","retweet_id":"","reply_to":"","likes":299,"retweets":30,"replies":23,"quotes":1,"views":108853,"bookmarks":14,"media":["2041948348211491327_1.jpg","2041948348211491327_2.jpg","2041948348211491327_3.jpg","2041948348211491327_4.jpg"],"has_video":false,"own":true,"url":"https://twitter.com/michaeljburry/status/2041948348211491327","type":"tweet","issues":[]},"2079097789083177373":{"id":"2079097789083177373","date":"2026-07-20 06:55:15","author":"Cassandra Unchained","handle":"michaeljburry","text":"An urgent note on electricity's grand arrival and its parallels with the current #AI buildout. And, of course, much more.\nEnjoy the show! Light the World! \n\nhttps://open.substack.com/pub/michaeljburry/p/the-blessed-fraud-recurrence?r=4repfn&utm_campaign=post&utm_medium=web&showWelcomeOnShare=true $NVDA $CRWV $ORCL","hashtags":["ai"],"conv":"2079097789083177373","reply_id":"","quote_id":"","retweet_id":"","reply_to":"","likes":431,"retweets":58,"replies":38,"quotes":6,"views":169046,"bookmarks":161,"media":["2079097789083177373_1.jpg"],"has_video":false,"own":true,"url":"https://twitter.com/michaeljburry/status/2079097789083177373","type":"tweet","issues":[]},"2075800828959412571":{"id":"2075800828959412571","date":"2026-07-11 04:34:18","author":"Cassandra Unchained","handle":"michaeljburry","text":"#Blackrock, #Blackstone, #Apollo are watching their private credit credit and private equity portfolios and simultaneously setting the Guinesss Book of World Records record for BREATH-HOLDING, going on 4 years now...then they see this chart and almost lose it. \n\"Up? Up? WTF do you mean UP?\"  $BLK $BX $APO","hashtags":["blackrock","blackstone","apollo"],"conv":"2075800828959412571","reply_id":"","quote_id":"","retweet_id":"","reply_to":"","likes":939,"retweets":103,"replies":55,"quotes":10,"views":235632,"bookmarks":180,"media":["2075800828959412571_1.png"],"has_video":false,"own":true,"url":"https://twitter.com/michaeljburry/status/2075800828959412571","type":"tweet","issues":[]},"2061104983601291527":{"id":"2061104983601291527","date":"2026-05-31 15:18:16","author":"Cassandra Unchained","handle":"michaeljburry","text":"The Sunday Long Read or Listen\n\nThe Heretic’s Guide to AI’s Stars Part III\nNvidia’s $182 billion Supply Chain Gamble\nMetLife Selling Out for the AI Buildout\n$662 Billion Off-Balance Sheet debt among $MSFT $GOOG $AMZN $ORCL $META \nhttps://open.substack.com/pub/michaeljburry/p/the-heretics-guide-to-ais-stars-part?r=4repfn&utm_medium=ios","hashtags":[],"conv":"2061104983601291527","reply_id":"","quote_id":"","retweet_id":"","reply_to":"","likes":613,"retweets":94,"replies":64,"quotes":6,"views":137560,"bookmarks":166,"media":["2061104983601291527_1.jpg","2061104983601291527_2.jpg","2061104983601291527_3.jpg","2061104983601291527_4.jpg"],"has_video":false,"own":true,"url":"https://twitter.com/michaeljburry/status/2061104983601291527","type":"tweet","issues":[]},"2006803788766851557":{"id":"2006803788766851557","date":"2026-01-01 19:04:42","author":"Cassandra Unchained","handle":"michaeljburry","text":"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. \n\nhttps://www.youtube.com/watch?v=JZMlDGdzysk","hashtags":[],"conv":"2006803788766851557","reply_id":"","quote_id":"","retweet_id":"","reply_to":"","likes":554,"retweets":24,"replies":93,"quotes":8,"views":235758,"bookmarks":48,"media":[],"has_video":false,"own":true,"url":"https://twitter.com/michaeljburry/status/2006803788766851557","type":"tweet","issues":[]},"2008961405827899706":{"id":"2008961405827899706","date":"2026-01-07 17:58:18","author":"Cassandra Unchained","handle":"michaeljburry","text":"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 2003, Little Wishes has granted 36,000 wishes in 46 hospitals across 26 states.\n\nLittle Wishes is Cassandra Unchained’s January 2026 Charity of the Month and will receive 5% of CU’s revenue during the month. \n\nI personally vetted and can vouch for this charity. Donations have a direct and massive impact. \n\n https://open.substack.com/pub/michaeljburry/p/january-2026-cassandra-unchained?r=4repfn&utm_medium=ios","hashtags":[],"conv":"2008961405827899706","reply_id":"","quote_id":"2017115344125714839","retweet_id":"","reply_to":"","likes":2956,"retweets":211,"replies":97,"quotes":20,"views":1439194,"bookmarks":194,"media":["2008961405827899706_1.jpg","2008961405827899706_2.jpg","2008961405827899706_3.jpg","2008961405827899706_4.jpg"],"has_video":false,"own":true,"url":"https://twitter.com/michaeljburry/status/2008961405827899706","type":"quote","issues":[]},"2082843498366017823":{"id":"2082843498366017823","date":"2026-07-30 14:59:22","author":"Cassandra Unchained","handle":"michaeljburry","text":"This is called gaining experience.","hashtags":[],"conv":"2082843498366017823","reply_id":"","quote_id":"","retweet_id":"","reply_to":"","likes":1931,"retweets":112,"replies":116,"quotes":15,"views":487283,"bookmarks":846,"media":["2082843498366017823_1.jpg","2082843498366017823_2.jpg"],"has_video":false,"own":true,"url":"https://twitter.com/michaeljburry/status/2082843498366017823","type":"tweet","issues":[]},"2027080012503937375":{"id":"2027080012503937375","date":"2026-02-26 17:55:10","author":"Cassandra Unchained","handle":"michaeljburry","text":"This is an excerpt from my Asia Fund letter to investors in 2005. The emergence of Tencent, Alibaba, Meituan, and other giant companies with global ambitions was obvious back then, even if they were not yet apparent.","hashtags":[],"conv":"2027063987775344903","reply_id":"2027063987775344903","quote_id":"","retweet_id":"","reply_to":"michaeljburry","likes":242,"retweets":17,"replies":11,"quotes":1,"views":64334,"bookmarks":64,"media":["2027080012503937375_1.png"],"has_video":false,"own":true,"url":"https://twitter.com/michaeljburry/status/2027080012503937375","type":"reply","issues":[]},"1997565315031462046":{"id":"1997565315031462046","date":"2025-12-07 07:14:18","author":"Cassandra Unchained","handle":"michaeljburry","text":"The first half of 2021, I made some noise and news on a number of bearish callls - TSLA, GME, Bitcoin, Robinhood, the Nasdaq 100.\nMANY, 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.\nThis 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. \nTo look back at those calls 5, 10, years later - any short call - is ridiculous. You really think any short seller holds those positions for 5, 10 years?","hashtags":[],"conv":"1997565315031462046","reply_id":"","quote_id":"","retweet_id":"","reply_to":"","likes":3200,"retweets":227,"replies":255,"quotes":38,"views":982172,"bookmarks":350,"media":["1997565315031462046_1.jpg","1997565315031462046_2.jpg"],"has_video":false,"own":true,"url":"https://twitter.com/michaeljburry/status/1997565315031462046","type":"tweet","issues":[]},"2060352036143534564":{"id":"2060352036143534564","date":"2026-05-29 13:26:19","author":"Cassandra Unchained","handle":"michaeljburry","text":"Software & Payments Stocks Part II: \nProductivity Tools and Cybersecurity \n14.000 words & 16 visuals across 8 \nProductivity Tools and Cybersecurity stocks, 2nd in a 6-Part Series covering more than 50 stocks \nhttps://open.substack.com/pub/michaeljburry/p/50-software-and-payments-stocks-part?r=4repfn&utm_medium=ios","hashtags":[],"conv":"2060352036143534564","reply_id":"","quote_id":"","retweet_id":"","reply_to":"","likes":240,"retweets":26,"replies":29,"quotes":2,"views":86117,"bookmarks":59,"media":["2060352036143534564_1.jpg"],"has_video":false,"own":true,"url":"https://twitter.com/michaeljburry/status/2060352036143534564","type":"tweet","issues":[]},"2074637533158236630":{"id":"2074637533158236630","date":"2026-07-07 23:31:47","author":"Cassandra Unchained","handle":"michaeljburry","text":"Remember to check out the Cassandra Unchained Charity of the Month for July 2026. \n5% of gross Substack revenues go to the Charity of the Month. \nSeva Foundation is one of the most efficient and productive charities I have come across. \nhttps://www.seva.org/site/PageServer","hashtags":[],"conv":"2074637533158236630","reply_id":"","quote_id":"","retweet_id":"","reply_to":"","likes":271,"retweets":19,"replies":16,"quotes":0,"views":210766,"bookmarks":15,"media":[],"has_video":false,"own":true,"url":"https://twitter.com/michaeljburry/status/2074637533158236630","type":"tweet","issues":[]},"1999326579411829025":{"id":"1999326579411829025","date":"2025-12-12 03:52:56","author":"Cassandra Unchained","handle":"michaeljburry","text":"The Supply-Side Gluttony Recurrence: Queries and Quibbles has been published. \n\nI 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. \n\n https://open.substack.com/pub/michaeljburry/p/the-supply-side-gluttony-recurrence?r=4repfn&utm_medium=ios","hashtags":[],"conv":"1999326579411829025","reply_id":"","quote_id":"","retweet_id":"","reply_to":"","likes":1155,"retweets":121,"replies":114,"quotes":13,"views":238023,"bookmarks":173,"media":["1999326579411829025_1.jpg"],"has_video":false,"own":true,"url":"https://twitter.com/michaeljburry/status/1999326579411829025","type":"tweet","issues":[]},"2002246970476511318":{"id":"2002246970476511318","date":"2025-12-20 05:17:32","author":"Cassandra Unchained","handle":"michaeljburry","text":"I gave an interview to Barron’s in late June, 2021 honestly trying to warn people about an imminent meme stock collapse. Barron’s published the interview July 2021, near the top for AMC. Within a month or two all were crashing and by year end 2023, they had all collapsed.\n\nhttps://open.substack.com/pub/michaeljburry/p/foundations-the-big-short-squeeze?r=4repfn&utm_medium=ios","hashtags":[],"conv":"1996768481002639515","reply_id":"1996768481002639515","quote_id":"","retweet_id":"","reply_to":"michaeljburry","likes":339,"retweets":17,"replies":43,"quotes":1,"views":55445,"bookmarks":36,"media":["2002246970476511318_1.jpg","2002246970476511318_2.jpg"],"has_video":false,"own":true,"url":"https://twitter.com/michaeljburry/status/2002246970476511318","type":"reply","issues":[]},"2018449724001714299":{"id":"2018449724001714299","date":"2026-02-02 22:21:29","author":"Cassandra Unchained","handle":"michaeljburry","text":"The entire new Megadeth album is very good. \n\nHey God?! https://youtu.be/e_aa5BeK270?si=04zIyNZNgVNA1Z4F via @YouTube","hashtags":[],"conv":"2018449724001714299","reply_id":"","quote_id":"","retweet_id":"","reply_to":"","likes":990,"retweets":61,"replies":111,"quotes":5,"views":227427,"bookmarks":68,"media":["2018449724001714299_1.jpg"],"has_video":false,"own":true,"url":"https://twitter.com/michaeljburry/status/2018449724001714299","type":"tweet","issues":[]},"2019189561705001055":{"id":"2019189561705001055","date":"2026-02-04 23:21:20","author":"Cassandra Unchained","handle":"michaeljburry","text":"$BTC Patterns","hashtags":[],"conv":"2019189561705001055","reply_id":"","quote_id":"","retweet_id":"","reply_to":"","likes":8503,"retweets":754,"replies":956,"quotes":337,"views":2182844,"bookmarks":1220,"media":["2019189561705001055_1.png"],"has_video":false,"own":true,"url":"https://twitter.com/michaeljburry/status/2019189561705001055","type":"tweet","issues":[]},"2025347732123046146":{"id":"2025347732123046146","date":"2026-02-21 23:11:43","author":"Cassandra Unchained","handle":"michaeljburry","text":"A question I have for $ORCL, $GOOG, $META, $MSFT, $AMZN, $NVDA, $CAT, and all the rest, “When does the spending for AI data center buildout actually end?”\nIt is consuming all your cash flow, you are borrowing, you are financing in ways you never have, apparently because it is so urgent, because it scales?\nBut if it scales, when does it end?\nNow you are engaging in accounting tricks to hide expense, to protect earnings, as the impact is so severe. You will be tortuously adjusting your earnings in a new and sinister ways.\nWhen does it end?","hashtags":[],"conv":"2025347732123046146","reply_id":"","quote_id":"2077436814344802565","retweet_id":"","reply_to":"","likes":5778,"retweets":775,"replies":557,"quotes":121,"views":1834569,"bookmarks":1419,"media":["2025347732123046146_1.png","2025347732123046146_2.png","2025347732123046146_3.png","2025347732123046146_4.jpg"],"has_video":false,"own":true,"url":"https://twitter.com/michaeljburry/status/2025347732123046146","type":"quote","issues":[]},"2010775509450236031":{"id":"2010775509450236031","date":"2026-01-12 18:06:54","author":"*Walter Bloomberg","handle":"DeItaone","text":"$META - ZUCKERBERG ANNOUNCED NEW TOP-LEVEL INITIATIVE, META COMPUTE","hashtags":[],"conv":"2010775509450236031","reply_id":"","quote_id":"2010842140750803172","retweet_id":"","reply_to":"","likes":700,"retweets":37,"replies":59,"quotes":26,"views":1179214,"bookmarks":54,"media":[],"has_video":false,"own":false,"url":"https://twitter.com/DeItaone/status/2010775509450236031"},"2017070870028534241":{"id":"2017070870028534241","date":"2026-01-30 03:02:25","author":"WSJ Business News","handle":"WSJbusiness","text":"Ryan Cohen, the billionaire CEO of GameStop, said he is eyeing a major acquisition—and famed ”Big Short” investor Michael Burry is cheering him on https://on.wsj.com/4kgNava","hashtags":[],"conv":"2017070870028534241","reply_id":"","quote_id":"2017116807992398079","retweet_id":"","reply_to":"","likes":1415,"retweets":260,"replies":77,"quotes":40,"views":546034,"bookmarks":122,"media":["2017070870028534241_1.jpg"],"has_video":false,"own":false,"url":"https://twitter.com/WSJbusiness/status/2017070870028534241"},"2013636875521605980":{"id":"2013636875521605980","date":"2026-01-20 15:36:57","author":"Cassandra Unchained","handle":"michaeljburry","text":"One reason Greenland is strategically important to the US is in fact twofold:\n\n1. It’s the best place to set up anti-missile defenses to intercept ICBMs coming from Russia / China\n\n2. It’s a very good place to set up offensive missile capabilities to threaten Russia / China\n\nThe 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 because they are traveling at their slowest speeds.\n\nIf you throw a ball into the air you’ll see the same effect - the ball is slowest at its highest point. \n\nAnd for an intelligently guided missile capable of trying to evade interception, you have an even better chance to shoot it down from a point directly beneath it since that is the closest path to the missile (i.e. least amount of warning time for the missile to realize an interceptor is coming).\n\nThis above is all courtesy of our resident rocket scientist Phil. \n\nThe US already has the right to dot Greenland with military installations, and I imagine that extends to intercepting ICBMs. Though Europe might object for some purposes.","hashtags":[],"conv":"2013636875521605980","reply_id":"","quote_id":"","retweet_id":"","reply_to":"","likes":10447,"retweets":1798,"replies":1392,"quotes":270,"views":1618681,"bookmarks":3216,"media":["2013636875521605980_1.jpg"],"has_video":false,"own":true,"url":"https://twitter.com/michaeljburry/status/2013636875521605980","type":"tweet","issues":[]},"2078984214410842200":{"id":"2078984214410842200","date":"2026-07-19 23:23:57","author":"Cassandra Unchained","handle":"michaeljburry","text":"95% of investors likely have no idea what they really own. Let me re-phrase that. 95% of investors like to have no real idea of what they own.","hashtags":[],"conv":"2078984214410842200","reply_id":"","quote_id":"","retweet_id":"","reply_to":"","likes":5774,"retweets":329,"replies":387,"quotes":86,"views":511882,"bookmarks":347,"media":[],"has_video":false,"own":true,"url":"https://twitter.com/michaeljburry/status/2078984214410842200","type":"tweet","issues":[]},"2076584658570006952":{"id":"2076584658570006952","date":"2026-07-13 08:28:58","author":"Cassandra Unchained","handle":"michaeljburry","text":"http://x.com/i/article/2076501183422664704","hashtags":[],"conv":"2076584658570006952","reply_id":"","quote_id":"","retweet_id":"","reply_to":"","likes":349,"retweets":26,"replies":41,"quotes":2,"views":266683,"bookmarks":95,"media":["2076584658570006952_1.jpg"],"has_video":false,"own":true,"url":"https://twitter.com/michaeljburry/status/2076584658570006952","type":"tweet","issues":[]},"2051804407554015559":{"id":"2051804407554015559","date":"2026-05-05 23:21:06","author":"Cassandra Unchained","handle":"michaeljburry","text":"This Ryan Cohen interview on eBay is a good one.\nInterview starts at 1:33:33\nhttps://www.youtube.com/live/94-M9YGnqQs?t=5613s","hashtags":[],"conv":"2051804407554015559","reply_id":"","quote_id":"","retweet_id":"","reply_to":"","likes":2191,"retweets":235,"replies":0,"quotes":109,"views":335061,"bookmarks":357,"media":[],"has_video":false,"own":true,"url":"https://twitter.com/michaeljburry/status/2051804407554015559","type":"tweet","issues":[]},"2005191691146584533":{"id":"2005191691146584533","date":"2025-12-28 08:18:48","author":"Cassandra Unchained","handle":"michaeljburry","text":"I'm realizing Children of Bodom has been my favorite band for many years now. Not a day goes by.\n\nCHILDREN OF BODOM - \"This Road\" (OFFICIAL LYRIC VIDEO) https://youtu.be/qIsbxH7k4Sc?si=fUEL6G3vALoTIcU9 via @YouTube","hashtags":[],"conv":"2005191691146584533","reply_id":"","quote_id":"","retweet_id":"","reply_to":"","likes":721,"retweets":34,"replies":127,"quotes":6,"views":265652,"bookmarks":84,"media":[],"has_video":false,"own":true,"url":"https://twitter.com/michaeljburry/status/2005191691146584533","type":"tweet","issues":[]},"1985709760272908614":{"id":"1985709760272908614","date":"2025-11-04 14:04:34","author":"Cassandra Unchained","handle":"michaeljburry","text":"Fake news! I am not 5’6” (not that there is anything wrong with that). \n\nAnd journalists reporting on 13Fs, none more fake.","hashtags":[],"conv":"1985709760272908614","reply_id":"","quote_id":"","retweet_id":"","reply_to":"","likes":10181,"retweets":471,"replies":500,"quotes":179,"views":2155229,"bookmarks":691,"media":["1985709760272908614_1.jpg"],"has_video":false,"own":true,"url":"https://twitter.com/michaeljburry/status/1985709760272908614","type":"tweet","issues":[]},"2019612022397079995":{"id":"2019612022397079995","date":"2026-02-06 03:20:03","author":"Cassandra Unchained","handle":"michaeljburry","text":"Molina Healthcare: Ghosts of GEICO Past \n\n\"In 1974, however, GEICO started selling auto insurance to the public. With almost no actuarial experience, GEICO’s 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 1975 and into 1976, and ultimately provided the opportunity for Buffett’s Berkshire Hathaway to swoop in.\n\nBuffett likes to say he bought GEICO three times – in 1951 as a student, in 1976 with Berkshire Hathaway, and 1996 when Berkshire Hathaway fully acquired GEICO. The whole saga is a testament to good analysis and patience.\n\nWith that, here in 2025, I present Molina Healthcare.\"\n$MOH \nhttps://open.substack.com/pub/michaeljburry/p/molina-healthcare-ghosts-of-geico?utm_campaign=post-expanded-share&utm_medium=web","hashtags":[],"conv":"2019612022397079995","reply_id":"","quote_id":"","retweet_id":"","reply_to":"","likes":1863,"retweets":130,"replies":118,"quotes":25,"views":488243,"bookmarks":627,"media":["2019612022397079995_1.png"],"has_video":false,"own":true,"url":"https://twitter.com/michaeljburry/status/2019612022397079995","type":"tweet","issues":[]},"2074309094639358141":{"id":"2074309094639358141","date":"2026-07-07 01:46:41","author":"Cassandra Unchained","handle":"michaeljburry","text":"MU Metal\n\nhttps://youtu.be/L-lvai3M7K0?is=LBg4U9nbWIWLk0cC","hashtags":[],"conv":"2074309094639358141","reply_id":"","quote_id":"","retweet_id":"","reply_to":"","likes":228,"retweets":14,"replies":38,"quotes":1,"views":240602,"bookmarks":21,"media":["2074309094639358141_1.jpg"],"has_video":false,"own":true,"url":"https://twitter.com/michaeljburry/status/2074309094639358141","type":"tweet","issues":[]},"2066914061141319870":{"id":"2066914061141319870","date":"2026-06-16 16:01:28","author":"Cassandra Unchained","handle":"michaeljburry","text":"Cut deep if cut at all. \nhttps://www.youtube.com/watch?v=TBUjAKvuWuI\n#amonamarthband","hashtags":["amonamarthband"],"conv":"2066914061141319870","reply_id":"","quote_id":"","retweet_id":"","reply_to":"","likes":179,"retweets":9,"replies":24,"quotes":0,"views":116626,"bookmarks":15,"media":["2066914061141319870_1.jpg"],"has_video":false,"own":true,"url":"https://twitter.com/michaeljburry/status/2066914061141319870","type":"tweet","issues":[]},"2075522804057878635":{"id":"2075522804057878635","date":"2026-07-10 10:09:32","author":"Cassandra Unchained","handle":"michaeljburry","text":"PSA- If you have low back pain that radiates into  the leg or other nerve pain, ask your doctor about Cymbalta. \n\nThis is an antidepressant that really works well on nerve pain, & can provide relief for people with back pain that goes down the leg.","hashtags":[],"conv":"2075522804057878635","reply_id":"","quote_id":"","retweet_id":"","reply_to":"","likes":1216,"retweets":36,"replies":305,"quotes":21,"views":373320,"bookmarks":652,"media":[],"has_video":false,"own":true,"url":"https://twitter.com/michaeljburry/status/2075522804057878635","type":"tweet","issues":[]},"2078873139304685885":{"id":"2078873139304685885","date":"2026-07-19 16:02:34","author":"Cassandra Unchained","handle":"michaeljburry","text":"We have done it before, substituting a societal hallucination for a working system and excelling inside that hallucination to the detriment of real world stability and progress.","hashtags":[],"conv":"2078873139304685885","reply_id":"","quote_id":"","retweet_id":"","reply_to":"","likes":2192,"retweets":185,"replies":156,"quotes":25,"views":306344,"bookmarks":229,"media":[],"has_video":false,"own":true,"url":"https://twitter.com/michaeljburry/status/2078873139304685885","type":"tweet","issues":[]},"1990171815155752976":{"id":"1990171815155752976","date":"2025-11-16 21:35:10","author":"Cassandra Unchained","handle":"michaeljburry","text":"One chart to refute them all…\n\n… to be continued Nov 25th, or before.","hashtags":[],"conv":"1990171815155752976","reply_id":"","quote_id":"","retweet_id":"","reply_to":"","likes":8051,"retweets":867,"replies":528,"quotes":218,"views":1091849,"bookmarks":1668,"media":["1990171815155752976_1.jpg","1990171815155752976_2.jpg"],"has_video":false,"own":true,"url":"https://twitter.com/michaeljburry/status/1990171815155752976","type":"tweet","issues":[]},"2017116807992398079":{"id":"2017116807992398079","date":"2026-01-30 06:04:57","author":"Cassandra Unchained","handle":"michaeljburry","text":"Ryan talked with the WSJ.","hashtags":[],"conv":"2017116807992398079","reply_id":"","quote_id":"","retweet_id":"","reply_to":"","likes":4605,"retweets":514,"replies":194,"quotes":36,"views":521365,"bookmarks":233,"media":[],"has_video":false,"own":true,"url":"https://twitter.com/michaeljburry/status/2017116807992398079","type":"tweet","issues":[]},"2075565375274529099":{"id":"2075565375274529099","date":"2026-07-10 12:58:42","author":"Cassandra Unchained","handle":"michaeljburry","text":"That is not enough lag for the proprietary models to be comfortable let alone optimistic. The vast majority of business uses do not need that 4 months.","hashtags":[],"conv":"2075565375274529099","reply_id":"","quote_id":"","retweet_id":"","reply_to":"","likes":1751,"retweets":169,"replies":125,"quotes":40,"views":365772,"bookmarks":430,"media":["2075565375274529099_1.jpg"],"has_video":false,"own":true,"url":"https://twitter.com/michaeljburry/status/2075565375274529099","type":"tweet","issues":[]},"2072688749314445760":{"id":"2072688749314445760","date":"2026-07-02 14:28:01","author":"Cassandra Unchained","handle":"michaeljburry","text":"New Mike’s Thought Pad July 2026, where only I will post thoughts, charts, news items & anything I find of interest. \nI used to send these to my analysts every day. Now I send them to \nvia CU Chat. Already 38 today. \nhttps://open.substack.com/chat/posts/f5c106e7-4552-480c-a186-9f653ef8f9e3?utm_source=share","hashtags":[],"conv":"2072688749314445760","reply_id":"","quote_id":"","retweet_id":"","reply_to":"","likes":327,"retweets":44,"replies":61,"quotes":2,"views":178025,"bookmarks":119,"media":["2072688749314445760_1.jpg"],"has_video":false,"own":true,"url":"https://twitter.com/michaeljburry/status/2072688749314445760","type":"tweet","issues":[]},"2083327293481455829":{"id":"2083327293481455829","date":"2026-07-31 23:01:47","author":"Cassandra Unchained","handle":"michaeljburry","text":"Foundations: Market Structure & What The Heck Just Happened\nThe Type of Read that Grants the Reader not only Understanding but Air Superiority\nhttps://open.substack.com/pub/michaeljburry/p/foundations-market-structure-and?r=4repfn&utm_campaign=post&utm_medium=web\nFor your weekend reading, studying, tripping, whathaveyou.","hashtags":[],"conv":"2083327293481455829","reply_id":"","quote_id":"","retweet_id":"","reply_to":"","likes":418,"retweets":47,"replies":37,"quotes":2,"views":175368,"bookmarks":169,"media":["2083327293481455829_1.jpg"],"has_video":false,"own":true,"url":"https://twitter.com/michaeljburry/status/2083327293481455829","type":"tweet","issues":[]},"2077585793208533111":{"id":"2077585793208533111","date":"2026-07-16 02:47:07","author":"Cassandra Unchained","handle":"michaeljburry","text":"Must understand for Fannie and Freddie investors. $FNMA $FMCC - this EO report is not necessarily public and may already be in the administration’s hands.  \n\n Order 14393 Promoting Access to Mortgage Credit was signed March 13, 2026. This EO gave the FHFA director 120 days to submit a report on the efficiency of national housing finance markets, recommendations on regulations or legislation. That is due right around this July 11th weekend.\n https://open.substack.com/pub/michaeljburry/p/washington-goes-to-fannie-mae-and?r=4repfn&utm_medium=ios","hashtags":[],"conv":"2077585793208533111","reply_id":"","quote_id":"","retweet_id":"","reply_to":"","likes":527,"retweets":86,"replies":41,"quotes":3,"views":180253,"bookmarks":136,"media":["2077585793208533111_1.jpg"],"has_video":false,"own":true,"url":"https://twitter.com/michaeljburry/status/2077585793208533111","type":"tweet","issues":[]},"1998120028345192795":{"id":"1998120028345192795","date":"2025-12-08 19:58:32","author":"Cassandra Unchained","handle":"michaeljburry","text":"I published Fannie & Freddie, Toxic Twins No More No More? It is a 30 min read, not a light lift. \nMy Excel models for these two are downloadable at the end of the article. \nhttps://open.substack.com/pub/michaeljburry/p/fannie-and-freddie-toxic-twins-no?r=4repfn&utm_campaign=post&utm_medium=web","hashtags":[],"conv":"1998120028345192795","reply_id":"","quote_id":"","retweet_id":"","reply_to":"","likes":2633,"retweets":282,"replies":116,"quotes":32,"views":512431,"bookmarks":916,"media":["1998120028345192795_1.png"],"has_video":false,"own":true,"url":"https://twitter.com/michaeljburry/status/1998120028345192795","type":"tweet","issues":[]},"2082159710221082808":{"id":"2082159710221082808","date":"2026-07-28 17:42:14","author":"Kakashii","handle":"kakashiii111","text":"Jensen will do anything to keep \"neocloud\" business off Nvidia's balance sheet, and will do anything to drive demand, even as rising costs start to weigh on the neoclouds and the funding currently provided by dilution, debt, and SPVs isn't enough. \n\nSo Jensen came up with an idea: Nvidia itself will sign a lease from a datacenter builder. Nvidia will provide the components to reduce the cost for the datacenter builder, in this case Hut 8, and will then sublease this lease to one of its independent SPVs, a neocloud, e.g. CoreWeave, and the latter will enjoy RPO, showing \"demand,\" and will provide this to a startup, hyperscaler, or OpenAI and Nvidia can book the revenue of the GPUs.\n\nWin/win, until it's lose","hashtags":[],"conv":"2082159710221082808","reply_id":"","quote_id":"2082323545263055275","retweet_id":"","reply_to":"","likes":742,"retweets":98,"replies":30,"quotes":10,"views":698602,"bookmarks":287,"media":["2082159710221082808_1.png"],"has_video":false,"own":false,"url":"https://twitter.com/kakashiii111/status/2082159710221082808"},"2075100237606109305":{"id":"2075100237606109305","date":"2026-07-09 06:10:24","author":"Cassandra Unchained","handle":"michaeljburry","text":"RA METAL\n\nhttps://youtu.be/TmF6oFbglBY?is=Xhnz1Ye1eIj9UvQC","hashtags":[],"conv":"2075100237606109305","reply_id":"","quote_id":"","retweet_id":"","reply_to":"","likes":142,"retweets":7,"replies":19,"quotes":1,"views":193133,"bookmarks":12,"media":["2075100237606109305_1.jpg"],"has_video":false,"own":true,"url":"https://twitter.com/michaeljburry/status/2075100237606109305","type":"tweet","issues":[]},"2072917743423160607":{"id":"2072917743423160607","date":"2026-07-03 05:37:57","author":"Cassandra Unchained","handle":"michaeljburry","text":"One day there will be an announcement that lands like Thor’s hammer. Clarity will be brought amidst either tears of joy or tears of despair. \n\n$FNMA $FMCC","hashtags":[],"conv":"2072917743423160607","reply_id":"","quote_id":"","retweet_id":"","reply_to":"","likes":2002,"retweets":185,"replies":139,"quotes":25,"views":451393,"bookmarks":361,"media":[],"has_video":false,"own":true,"url":"https://twitter.com/michaeljburry/status/2072917743423160607","type":"tweet","issues":[]},"2001406773153140981":{"id":"2001406773153140981","date":"2025-12-17 21:38:53","author":"Cassandra Unchained","handle":"michaeljburry","text":"Cassandra Unchained is 3 1/2 weeks old, and we thank everyone who has subscribed and participated on the discussion boards and now Chat.\n\nAs The Heretic’s Guide to AI’s Stars continues, we recommend reading the first 3 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.\n\nThe Cardinal Sign of a Bubble: Supply Side Gluttony is a look at today’s AI infrastructure buildout.https://michaeljburry.substack.com/p/the-cardinal-sign-of-a-bubble-supply?r=4repfn\n\nUnicorns and Cockroaches: Blessed Fraud is a hard look at depreciation and potential earnings pitfalls ahead for today’s biggest spenders on the AI infrastructure buildout.https://michaeljburry.substack.com/p/unicorns-and-cockroaches-blessed?r=4repfn\n\nThe Supply Side Gluttony Recurrence takes questions from the discussion board and answers them in long form with additional data and information.https://michaeljburry.substack.com/p/the-supply-side-gluttony-recurrence?r=4repfn\n\nRecurrence posts will drop approximately 2-3 weeks after every article.\n\nA paid subscription today locks in today’s price for you forever. Both the Monthly $39 and the Annual $379 rates will rise in January.","hashtags":[],"conv":"2001406773153140981","reply_id":"","quote_id":"","retweet_id":"","reply_to":"","likes":1732,"retweets":113,"replies":104,"quotes":12,"views":415805,"bookmarks":411,"media":[],"has_video":false,"own":true,"url":"https://twitter.com/michaeljburry/status/2001406773153140981","type":"tweet","issues":[]},"2077852646707216697":{"id":"2077852646707216697","date":"2026-07-16 20:27:30","author":"Cassandra Unchained","handle":"michaeljburry","text":"My whole life, none have pressured me more than myself.","hashtags":[],"conv":"2077852646707216697","reply_id":"","quote_id":"","retweet_id":"","reply_to":"","likes":3403,"retweets":285,"replies":208,"quotes":38,"views":311084,"bookmarks":211,"media":[],"has_video":false,"own":true,"url":"https://twitter.com/michaeljburry/status/2077852646707216697","type":"tweet","issues":[]},"2075834571581456649":{"id":"2075834571581456649","date":"2026-07-11 06:48:23","author":"Cassandra Unchained","handle":"michaeljburry","text":"This is true as I have heard this from contacts in the Valley. Goes with my pinned post. \n\nThe AI race is shifting from bigger models to cheaper, smarter systems https://www.cnbc.com/2026/07/10/the-ai-race-is-shifting-from-bigger-models-to-cheaper-smarter-systems.html","hashtags":[],"conv":"2075834571581456649","reply_id":"","quote_id":"","retweet_id":"","reply_to":"","likes":1092,"retweets":103,"replies":68,"quotes":26,"views":2094883,"bookmarks":489,"media":["2075834571581456649_1.jpg"],"has_video":false,"own":true,"url":"https://twitter.com/michaeljburry/status/2075834571581456649","type":"tweet","issues":[]},"2002494048217735202":{"id":"2002494048217735202","date":"2025-12-20 21:39:20","author":"Kakashii","handle":"kakashiii111","text":"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. \nJensen has made it clear to every industry leader, almost like a hypnotic trick, that the only “correct” path is more GPUs and even “more powerful” models.\n\nThe DOJ and the SEC need to step in, not only for this reason but for many others. It is better late than never, but unfortunately they should have acted before Nvidia became a systemic risk.","hashtags":[],"conv":"2002494048217735202","reply_id":"","quote_id":"2002645776821072096","retweet_id":"","reply_to":"","likes":476,"retweets":50,"replies":36,"quotes":6,"views":480018,"bookmarks":97,"media":[],"has_video":false,"own":false,"url":"https://twitter.com/kakashiii111/status/2002494048217735202"},"2075781096055214084":{"id":"2075781096055214084","date":"2026-07-11 03:15:54","author":"Cassandra Unchained","handle":"michaeljburry","text":"Oracle $ORCL junk status can only be ascribed to a God Complex.","hashtags":[],"conv":"2075781096055214084","reply_id":"","quote_id":"","retweet_id":"","reply_to":"","likes":916,"retweets":81,"replies":56,"quotes":9,"views":347128,"bookmarks":160,"media":[],"has_video":false,"own":true,"url":"https://twitter.com/michaeljburry/status/2075781096055214084","type":"tweet","issues":[]},"2075197030406770991":{"id":"2075197030406770991","date":"2026-07-09 12:35:02","author":"Cassandra Unchained","handle":"michaeljburry","text":"6D Metal\n\nhttps://youtu.be/4QEA3FpqKUE?is=nw5P-kpkq0541ARL","hashtags":[],"conv":"2075197030406770991","reply_id":"","quote_id":"","retweet_id":"","reply_to":"","likes":193,"retweets":8,"replies":61,"quotes":1,"views":201726,"bookmarks":23,"media":[],"has_video":false,"own":true,"url":"https://twitter.com/michaeljburry/status/2075197030406770991","type":"tweet","issues":[]},"2070236068457193836":{"id":"2070236068457193836","date":"2026-06-25 20:01:56","author":"Cassandra Unchained","handle":"michaeljburry","text":"New Trading Post June 25, 2026 \nHong Kong, Adds, One Sale to Add, One New Position and One Short Cover\nhttps://michaeljburry.substack.com/p/trading-post-june-25-2026","hashtags":[],"conv":"2070236068457193836","reply_id":"","quote_id":"","retweet_id":"","reply_to":"","likes":280,"retweets":22,"replies":34,"quotes":4,"views":170254,"bookmarks":30,"media":["2070236068457193836_1.jpg"],"has_video":false,"own":true,"url":"https://twitter.com/michaeljburry/status/2070236068457193836","type":"tweet","issues":[]},"1991219697031999736":{"id":"1991219697031999736","date":"2025-11-19 18:59:05","author":"Cassandra Unchained","handle":"michaeljburry","text":"1st page of the Buffet Partnership closing letter May 29, 1969. A year later, the S&P 500 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 500 in dollars. So the total inflation-included loss for investors over that decade was over 57%.","hashtags":[],"conv":"1991219697031999736","reply_id":"","quote_id":"","retweet_id":"","reply_to":"","likes":5294,"retweets":581,"replies":334,"quotes":68,"views":678191,"bookmarks":1707,"media":["1991219697031999736_1.png","1991219697031999736_2.png","1991219697031999736_3.png"],"has_video":false,"own":true,"url":"https://twitter.com/michaeljburry/status/1991219697031999736","type":"tweet","issues":[]},"2016689895041912884":{"id":"2016689895041912884","date":"2026-01-29 01:48:33","author":"Cassandra Unchained","handle":"michaeljburry","text":"Cart before monkey robot people. No one has invented AI yet.","hashtags":[],"conv":"2016689895041912884","reply_id":"","quote_id":"","retweet_id":"","reply_to":"","likes":2379,"retweets":165,"replies":217,"quotes":20,"views":438083,"bookmarks":231,"media":[],"has_video":false,"own":true,"url":"https://twitter.com/michaeljburry/status/2016689895041912884","type":"tweet","issues":[]},"2001328691130061026":{"id":"2001328691130061026","date":"2025-12-17 16:28:37","author":"Cassandra Unchained","handle":"michaeljburry","text":"This may support MOH but in the long run matters little to the thesis. I of course still like the stock.  \nACA: Four Republicans force vote on tax credit extension https://www.cnbc.com/2025/12/17/johnson-aca-republicans-health.html","hashtags":[],"conv":"2001328691130061026","reply_id":"","quote_id":"","retweet_id":"","reply_to":"","likes":547,"retweets":35,"replies":79,"quotes":5,"views":131969,"bookmarks":48,"media":["2001328691130061026_1.jpg"],"has_video":false,"own":true,"url":"https://twitter.com/michaeljburry/status/2001328691130061026","type":"tweet","issues":[]},"2041538508695679262":{"id":"2041538508695679262","date":"2026-04-07 15:28:05","author":"Cassandra Unchained","handle":"michaeljburry","text":"AP SBC: The Tragic Algebra Recurrence\nA General Theory & Study of the NASDAQ 100 & its Constituents \n$NDX \n\nhttps://open.substack.com/pub/michaeljburry/p/ap-sbc-the-tragic-algebra-recurrence?utm_campaign=post-expanded-share&utm_medium=post%20viewer\n$NDX @NasdaqExchange #NASDAQ","hashtags":["nasdaq"],"conv":"2041538508695679262","reply_id":"","quote_id":"2041598009129975849","retweet_id":"","reply_to":"","likes":329,"retweets":40,"replies":31,"quotes":4,"views":313176,"bookmarks":76,"media":[],"has_video":false,"own":true,"url":"https://twitter.com/michaeljburry/status/2041538508695679262","type":"quote","issues":[]},"2063318472751186130":{"id":"2063318472751186130","date":"2026-06-06 17:53:53","author":"Cassandra Unchained","handle":"michaeljburry","text":"DEVILDRIVER \nDead in the Water \neffing kicks  \nFounding bass man muse Jon Miller  \n back with vengeance\nStrike and Kill full album out July 10th\n#devildriver \nhttps://youtu.be/BAO10gRLZT0?si=kFT6i4CGmXX7sSRF","hashtags":["devildriver"],"conv":"2063318472751186130","reply_id":"","quote_id":"","retweet_id":"","reply_to":"","likes":193,"retweets":15,"replies":27,"quotes":0,"views":166947,"bookmarks":13,"media":["2063318472751186130_1.jpg"],"has_video":false,"own":true,"url":"https://twitter.com/michaeljburry/status/2063318472751186130","type":"tweet","issues":[]},"2066923770288202187":{"id":"2066923770288202187","date":"2026-06-16 16:40:03","author":"Cassandra Unchained","handle":"michaeljburry","text":"Trading Post 6/16/26 Significantly expanded. \n\nhttps://michaeljburry.substack.com/p/trading-post-june-15-2026?r=4repfn","hashtags":[],"conv":"2066923770288202187","reply_id":"","quote_id":"","retweet_id":"","reply_to":"","likes":321,"retweets":25,"replies":23,"quotes":0,"views":107414,"bookmarks":61,"media":["2066923770288202187_1.png"],"has_video":false,"own":true,"url":"https://twitter.com/michaeljburry/status/2066923770288202187","type":"tweet","issues":[]},"2053300126186164514":{"id":"2053300126186164514","date":"2026-05-10 02:24:33","author":"Cassandra Unchained","handle":"michaeljburry","text":"This matters when problems in private credit spread to data center financing.","hashtags":[],"conv":"2053300126186164514","reply_id":"","quote_id":"","retweet_id":"","reply_to":"","likes":1143,"retweets":127,"replies":63,"quotes":17,"views":340287,"bookmarks":196,"media":[],"has_video":false,"own":true,"url":"https://twitter.com/michaeljburry/status/2053300126186164514","type":"tweet","issues":[]},"2072916512990449719":{"id":"2072916512990449719","date":"2026-07-03 05:33:04","author":"Cassandra Unchained","handle":"michaeljburry","text":"For my Substack. \n\nIf you go to this link - the basic web site - you can sign up without extra fees from Apple. \n\nhttp://michaeljburry.substack.com","hashtags":[],"conv":"2072916512990449719","reply_id":"","quote_id":"","retweet_id":"","reply_to":"","likes":207,"retweets":20,"replies":17,"quotes":0,"views":161283,"bookmarks":49,"media":[],"has_video":false,"own":true,"url":"https://twitter.com/michaeljburry/status/2072916512990449719","type":"tweet","issues":[]},"2064384258068697098":{"id":"2064384258068697098","date":"2026-06-09 16:28:56","author":"Cassandra Unchained","handle":"michaeljburry","text":"Where is the production and mix like this these days? \n\nMegadeth - Sweating Bullets (Official Music Video) https://youtu.be/aOnKCcjP8Qs?si=IMbNn63QLHrO_KKn","hashtags":[],"conv":"2064384258068697098","reply_id":"","quote_id":"","retweet_id":"","reply_to":"","likes":315,"retweets":28,"replies":70,"quotes":2,"views":154147,"bookmarks":25,"media":["2064384258068697098_1.jpg"],"has_video":false,"own":true,"url":"https://twitter.com/michaeljburry/status/2064384258068697098","type":"tweet","issues":[]},"2014134156536529363":{"id":"2014134156536529363","date":"2026-01-22 00:32:58","author":"Cassandra Unchained","handle":"michaeljburry","text":"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 2, the Heretic’s Guide Part 3, 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.\nAll paid subscribers today already have their lifetime subscription rate as long as they stay current.\nThose who received a subscription to Cassandra Unchained over the holidays have this month to consider continuing the subscription at the initial founding rate.\nOn February 1, the subscription rate for new subscribers will move to $49/month or $439/year.","hashtags":[],"conv":"2014134156536529363","reply_id":"","quote_id":"","retweet_id":"","reply_to":"","likes":3260,"retweets":207,"replies":260,"quotes":43,"views":514391,"bookmarks":324,"media":[],"has_video":false,"own":true,"url":"https://twitter.com/michaeljburry/status/2014134156536529363","type":"tweet","issues":[]},"1991194519090368702":{"id":"1991194519090368702","date":"2025-11-19 17:19:02","author":"Cassandra Unchained","handle":"michaeljburry","text":"Early is not wrong.","hashtags":[],"conv":"1991194519090368702","reply_id":"","quote_id":"","retweet_id":"","reply_to":"","likes":7580,"retweets":746,"replies":585,"quotes":142,"views":1358245,"bookmarks":2453,"media":["1991194519090368702_1.png"],"has_video":false,"own":true,"url":"https://twitter.com/michaeljburry/status/1991194519090368702","type":"tweet","issues":[]},"2027455768065093942":{"id":"2027455768065093942","date":"2026-02-27 18:48:18","author":"Cassandra Unchained","handle":"michaeljburry","text":"This is the 2022 Palantir White Paper on Edge AI. You can see Edge AI was focused entirely on machine learning as it applies to drone data interpretation. There is no path from Edge AI in 2022 as pure ML. It was a cold pivot to jump on the LLM bandwagon.Palantir marketed that this was 20 years in coming and pointed to Edge AI, which could not have been the forebear of AIP. In the Philosopher in the Valley Book, sources told the author (page 260) AIP was developed in a matter of week as a response to GPT’s popularization of LLMs. \n“It’s the 20 years of experience that we have solving the problems that matter… because we’ve been roughly two decades ahead, it’s given us a lot of lead.” Is from Palantir CTO Shankar Aug 2023 earnings call. \nBut this whitepaper — from 2022  — documents that Palantir’s actual AI product was ML/computer vision for drone video feeds.  No LLMs, no generative AI, no natural language processing.\nOnly after Palantir met with Bob McGrew from OpenAI to ask whether ChatGPT represented real intelligence or “just persuasive mimicry” (pages 258-259.​​​​​​​​​​​​​​​) did Palantir decide to redevelop Edge AI and go down the AIP path, bolting the bandwagon onto Foundry.\nhttps://www.palantir.com/assets/xrfr7uokpv1b/Fjx2oGcPOBz8KDBCTEsMX/37ee389b37a63a67381c269cc9549fbb/Whitepaper_-_Palantir_Edge_AI_-_Q1_2022.pdf","hashtags":[],"conv":"2024599910054511053","reply_id":"2024599910054511053","quote_id":"","retweet_id":"","reply_to":"michaeljburry","likes":125,"retweets":10,"replies":9,"quotes":2,"views":41489,"bookmarks":29,"media":[],"has_video":false,"own":true,"url":"https://twitter.com/michaeljburry/status/2027455768065093942","type":"reply","issues":["reply-parent unavailable"]},"2075353593264414822":{"id":"2075353593264414822","date":"2026-07-09 22:57:09","author":"Heisenberg","handle":"Mr_Derivatives","text":"$MU $NVDA $META $MSFT\n\nDon't overthink it.","hashtags":[],"conv":"2075353593264414822","reply_id":"","quote_id":"2075791672726675688","retweet_id":"","reply_to":"","likes":2664,"retweets":208,"replies":175,"quotes":34,"views":2072184,"bookmarks":709,"media":["2075353593264414822_1.png"],"has_video":false,"own":false,"url":"https://twitter.com/Mr_Derivatives/status/2075353593264414822"},"2073550509802160405":{"id":"2073550509802160405","date":"2026-07-04 23:32:20","author":"Cassandra Unchained","handle":"michaeljburry","text":"July 2026 Charity of the Month \nSeva Foundation \nTransforming Lives by Restoring Eyesight\n\n https://open.substack.com/pub/michaeljburry/p/july-2026-charity-seva-foundation?r=4repfn&utm_medium=\n\nhttps://www.seva.org/site/PageServer","hashtags":[],"conv":"2073550509802160405","reply_id":"","quote_id":"2074637533158236630","retweet_id":"","reply_to":"","likes":278,"retweets":24,"replies":16,"quotes":1,"views":325406,"bookmarks":17,"media":["2073550509802160405_1.jpg"],"has_video":false,"own":true,"url":"https://twitter.com/michaeljburry/status/2073550509802160405","type":"quote","issues":[]},"2068020453239570833":{"id":"2068020453239570833","date":"2026-06-19 17:17:52","author":"Pulte","handle":"pulte","text":"Fannie & Freddie have extraordinarily strong liquidity right now, as reflected in the strength of the MBS market and mortgage spreads. I expect a very strong summer and fall season! I’d like to thank our Great Leadership Teams at both businesses who are “firing on all cylinders”!","hashtags":[],"conv":"2068020453239570833","reply_id":"","quote_id":"2068028170184323429","retweet_id":"","reply_to":"","likes":1462,"retweets":208,"replies":258,"quotes":42,"views":405024,"bookmarks":81,"media":[],"has_video":false,"own":false,"url":"https://twitter.com/pulte/status/2068020453239570833"},"2082918168238977291":{"id":"2082918168238977291","date":"2026-07-30 19:56:04","author":"Cassandra Unchained","handle":"michaeljburry","text":"New Trading Post today. \nhttps://open.substack.com/pub/michaeljburry/p/trading-post-july-30-2026?r=4repfn&utm_campaign=post-expanded-share&utm_medium=web","hashtags":[],"conv":"2082918168238977291","reply_id":"","quote_id":"","retweet_id":"","reply_to":"","likes":387,"retweets":27,"replies":49,"quotes":1,"views":145324,"bookmarks":42,"media":["2082918168238977291_1.jpg"],"has_video":false,"own":true,"url":"https://twitter.com/michaeljburry/status/2082918168238977291","type":"tweet","issues":[]},"2083131587340681345":{"id":"2083131587340681345","date":"2026-07-31 10:04:07","author":"Cassandra Unchained","handle":"michaeljburry","text":"The real news is OpenAI slashing and burning its prices to prepare for this. \n\n#DeepSeek releases beta version of V4 models as AI price war heats up.  https://asia.nikkei.com/business/technology/artificial-intelligence/deepseek-releases-beta-version-of-v4-models-as-ai-price-war-heats-up","hashtags":["deepseek"],"conv":"2083131587340681345","reply_id":"","quote_id":"","retweet_id":"","reply_to":"","likes":1212,"retweets":157,"replies":100,"quotes":15,"views":282354,"bookmarks":142,"media":["2083131587340681345_1.jpg"],"has_video":false,"own":true,"url":"https://twitter.com/michaeljburry/status/2083131587340681345","type":"tweet","issues":[]},"2044456498441708013":{"id":"2044456498441708013","date":"2026-04-15 16:43:08","author":"Dwarkesh Patel","handle":"dwarkesh_sp","text":"The Jensen Huang episode.\n\n0:00:00 – Is Nvidia’s biggest moat its grip on scarce supply chains?\n0:16:25 – Will TPUs break Nvidia’s hold on AI compute?\n0:41:06 – Why doesn’t Nvidia become a hyperscaler?\n0:57:36 – Should we be selling AI chips to China?\n1:35:06 – Why doesn’t Nvidia make multiple different chip architectures?\n\nLook up Dwarkesh Podcast on YouTube, Apple Podcasts, Spotify, etc. Enjoy!","hashtags":[],"conv":"2044456498441708013","reply_id":"","quote_id":"2044890693731017169","retweet_id":"","reply_to":"","likes":8597,"retweets":1089,"replies":547,"quotes":598,"views":6252208,"bookmarks":7478,"media":[],"has_video":true,"own":false,"url":"https://twitter.com/dwarkesh_sp/status/2044456498441708013"},"2032274371914371142":{"id":"2032274371914371142","date":"2026-03-13 01:55:42","author":"Cassandra Unchained","handle":"michaeljburry","text":"Hong Kong Stocks: Structure & Strategy Part 2\nCommon Stocks & Uncommon Profits \nhttps://open.substack.com/pub/michaeljburry/p/hong-kong-stocks-structure-and-strategy-054?utm_campaign=post-expanded-share&utm_medium=web","hashtags":[],"conv":"2032274371914371142","reply_id":"","quote_id":"","retweet_id":"","reply_to":"","likes":700,"retweets":67,"replies":46,"quotes":8,"views":437535,"bookmarks":262,"media":["2032274371914371142_1.jpg"],"has_video":false,"own":true,"url":"https://twitter.com/michaeljburry/status/2032274371914371142","type":"tweet","issues":[]},"2059628488047403097":{"id":"2059628488047403097","date":"2026-05-27 13:31:12","author":"Cassandra Unchained","handle":"michaeljburry","text":"Adjusted for inflation, the SpaceX, Anthropic and OpenAI IPOS will raise as much or more than the 300 internet and TMT IPOs did in 2000. \n$SPCX #Anthropic #chatGPT #SpaceX #openai","hashtags":["anthropic","chatgpt","spacex","openai"],"conv":"2059628488047403097","reply_id":"","quote_id":"","retweet_id":"","reply_to":"","likes":1267,"retweets":223,"replies":116,"quotes":41,"views":205675,"bookmarks":329,"media":["2059628488047403097_1.jpg"],"has_video":false,"own":true,"url":"https://twitter.com/michaeljburry/status/2059628488047403097","type":"tweet","issues":[]},"2073526136433152109":{"id":"2073526136433152109","date":"2026-07-04 21:55:29","author":"Cassandra Unchained","handle":"michaeljburry","text":"Read Advanced Placement Stock-Based Compensation: The Tragic Algebra Recurrence \nThis is what your favorite $NDX or $NASDAQ  or $$OX stock actually earns. https://open.substack.com/pub/michaeljburry/p/ap-sbc-the-tragic-algebra-recurrence?r=4repfn&selection=191c9061-3b0a-4c96-9e60-62520889f795&utm_campaign=post-share-selection&utm_medium=web&aspectRatio=square&textColor=%23ffffff&bgImage=true  #Salesforce #meta #alphabet","hashtags":["salesforce","meta","alphabet"],"conv":"2073526136433152109","reply_id":"","quote_id":"","retweet_id":"","reply_to":"","likes":409,"retweets":42,"replies":27,"quotes":0,"views":198800,"bookmarks":135,"media":["2073526136433152109_1.jpg","2073526136433152109_2.jpg","2073526136433152109_3.png","2073526136433152109_4.png"],"has_video":false,"own":true,"url":"https://twitter.com/michaeljburry/status/2073526136433152109","type":"tweet","issues":[]},"2075793267749261568":{"id":"2075793267749261568","date":"2026-07-11 04:04:16","author":"Cassandra Unchained","handle":"michaeljburry","text":"Just never enough. \nhttps://youtu.be/ASQmG8szjTE?si=zbWoh3K_qN75sxp6","hashtags":[],"conv":"2075793267749261568","reply_id":"","quote_id":"","retweet_id":"","reply_to":"","likes":179,"retweets":4,"replies":17,"quotes":2,"views":218333,"bookmarks":14,"media":["2075793267749261568_1.jpg"],"has_video":false,"own":true,"url":"https://twitter.com/michaeljburry/status/2075793267749261568","type":"tweet","issues":[]},"2012752551741985065":{"id":"2012752551741985065","date":"2026-01-18 05:02:58","author":"Cassandra Unchained","handle":"michaeljburry","text":"Bitcoin for Little Wishes is a good use of $BTC","hashtags":[],"conv":"2012752551741985065","reply_id":"","quote_id":"","retweet_id":"","reply_to":"","likes":1263,"retweets":81,"replies":75,"quotes":10,"views":535153,"bookmarks":69,"media":[],"has_video":false,"own":true,"url":"https://twitter.com/michaeljburry/status/2012752551741985065","type":"tweet","issues":[]},"2079565676868509876":{"id":"2079565676868509876","date":"2026-07-21 13:54:28","author":"Andrew Granato","handle":"agranato42","text":"New w/ @PranjalDrall: Private Credit's State Backstop: How Private Equity Socializes Risk Through Insurers. It's about how insurance insolvency, tax, and financial-regulation law have subsidized PE's takeover of life insurance and become the submerged law of private credit.","hashtags":[],"conv":"2079565676868509876","reply_id":"","quote_id":"2080771474097365249","retweet_id":"","reply_to":"","likes":1233,"retweets":267,"replies":33,"quotes":53,"views":551679,"bookmarks":1651,"media":["2079565676868509876_1.png"],"has_video":false,"own":false,"url":"https://twitter.com/agranato42/status/2079565676868509876"},"2080356308109123753":{"id":"2080356308109123753","date":"2026-07-23 18:16:09","author":"Cassandra Unchained","handle":"michaeljburry","text":"Hmmm…compression is not about open source per se. Compression is about the limits of knowledge, the use of small parameter proprietary models next to open source large and small parameter models. The idea that humans only have so much knowledge, that the use of that knowledge is limited and often redundant, that these models will become so compressed they will be run on edge compute. It would mean the buildout becomes overbuilt, that AI models are commoditized and customized. It rejects the idea of agent-to agent as of limited practical use and too consumptive of capital and other resources to be anything but carefully executed.","hashtags":[],"conv":"2080356308109123753","reply_id":"","quote_id":"","retweet_id":"","reply_to":"","likes":819,"retweets":71,"replies":98,"quotes":16,"views":202454,"bookmarks":165,"media":[],"has_video":false,"own":true,"url":"https://twitter.com/michaeljburry/status/2080356308109123753","type":"tweet","issues":[]},"2067071696218034493":{"id":"2067071696218034493","date":"2026-06-17 02:27:51","author":"Cassandra Unchained","handle":"michaeljburry","text":"Bedtime stories. \n\nOnce upon a time, there was Tiger. \n\nThe End of the Game; Tiger Management, Old-Economy Advocate, Is Closing https://www.nytimes.com/2000/03/31/business/the-end-of-the-game-tiger-management-old-economy-advocate-is-closing.html?smid=nytcore-ios-share via @NYTimes","hashtags":[],"conv":"2067071696218034493","reply_id":"","quote_id":"","retweet_id":"","reply_to":"","likes":512,"retweets":53,"replies":30,"quotes":7,"views":157161,"bookmarks":99,"media":["2067071696218034493_1.jpg"],"has_video":false,"own":true,"url":"https://twitter.com/michaeljburry/status/2067071696218034493","type":"tweet","issues":[]}},"OWN":["2083948623771894117","2083923308790055318","2083327293481455829","2083131587340681345","2082918168238977291","2082843498366017823","2082830435432669406","2082578649031541081","2082558892186251631","2082323545263055275","2082195243555033097","2081898573264834837","2081807016939364529","2081636548190019943","2081617157499056620","2081534064176050663","2081049108173697088","2080826151514021902","2080771474097365249","2080764084082057340","2080755449129795775","2080694889625366545","2080658011350077719","2080413172964393418","2080399798956339280","2080356308109123753","2080275089451565188","2080183943475986605","2080153279858913318","2079808558347203008","2079806367003816017","2079801749385453611","2079785703656026447","2079426924779343926","2079425490826498179","2079103277837484099","2079097789083177373","2078984214410842200","2078898264083247533","2078873139304685885","2078549282744041885","2078189189426782533","2077968400391762112","2077852646707216697","2077799545396761017","2077585793208533111","2077436814344802565","2077327889536581644","2077256185011478821","2076878827754516886","2076584658570006952","2076407069305889145","2076331649348809121","2076219424164438306","2076154509462556752","2075840663778623489","2075836197230813517","2075834571581456649","2075800828959412571","2075793267749261568","2075791672726675688","2075788168385679470","2075785890689868117","2075785062943949006","2075781096055214084","2075687054227243298","2075565375274529099","2075540722510393654","2075522804057878635","2075266476802498890","2075197030406770991","2075100237606109305","2074968497667608867","2074650549375365613","2074637533158236630","2074504085496037479","2074468312944165020","2074322531037626678","2074309094639358141","2073914529860223103","2073550509802160405","2073526136433152109","2073171498160849026","2072917743423160607","2072916512990449719","2072688749314445760","2072537016760156330","2072368721222406390","2072169054811435105","2072007134032892022","2071722589844558295","2071700404132352355","2071459164786765993","2071395424296988743","2071356903230218302","2070903864870805743","2070690627734364496","2070405334007513242","2070364922798571564","2070236068457193836","2069501508584907220","2069462617836355761","2069410695674782167","2068818945843273955","2068028170184323429","2068027787537948875","2067672358559613338","2067071696218034493","2067006956661813723","2066923770288202187","2066914061141319870","2066891677676061177","2066638817193259332","2065999567246491787","2065566444041941216","2064931091236925574","2064425425036558498","2064384258068697098","2064177398204051592","2064121798451425778","2063318472751186130","2062723900279050567","2062363506939150789","2062231887343415373","2062000820019728631","2061489813497188708","2061104983601291527","2060417531794600188","2060352036143534564","2059628488047403097","2059274527176007912","2059101967792677312","2058556582321922048","2056606248267587762","2056123533449646520","2055814283808686189","2055285288692285793","2054807892063080640","2053891802684403775","2053663052491280843","2053300126186164514","2053287329192628687","2052880517641482480","2052826591416189318","2052443782235234813","2052072203722654073","2052023805992645081","2051824410575704347","2051804407554015559","2051679806517858462","2051308564006748357","2050923002280243243","2045275137126072482","2044890693731017169","2043052686480642349","2042805321429565688","2042679109789118542","2042607066695577960","2042334695581433995","2042283136529076686","2041948348211491327","2041598009129975849","2041538508695679262","2039441456289526093","2038973378904601089","2038965439909232717","2037618749864566935","2035793962246557841","2035764031944835345","2035748922161766668","2035404071092281694","2034303504450269688","2033994295175430303","2033218168622105014","2032993798066725071","2032274371914371142","2030858581755449435","2029394296559030600","2028978877221986764","2028131928214233276","2027852564524347546","2027499260279652459","2027455768065093942","2027242703847669831","2027080012503937375","2027063987775344903","2026942455388537294","2025957871599374737","2025371191415111730","2025347732123046146","2024298458325152094","2023639836486189220","2023634813060591619","2023443180499214692","2022920452927275192","2022913823515251063","2021936089099915746","2021032594645639584","2020155997319307587","2019612022397079995","2019432816115880188","2019416792968622598","2019189561705001055","2018758183507083455","2018557298537595121","2018535382825214152","2018449724001714299","2017116807992398079","2017115344125714839","2017057868890198033","2016909281488953668","2016689895041912884","2016235366315958779","2015829681577062878","2015638695336923622","2014134156536529363","2013807176704245852","2013636875521605980","2013096676983009320","2013041241798193576","2012752551741985065","2012735976779415874","2012381867224203497","2012381406182191439","2012369287990718502","2012341233327255683","2012226895610257657","2011961088665874616","2011881092433736147","2010933112700596242","2010842140750803172","2010831853989552301","2010561878137749981","2010061905457529255","2009714026880917613","2009700510732001290","2009480062320709918","2008961405827899706","2008622219476308448","2008340651881210334","2008141157310820779","2007501259096420795","2006869447534064061","2006856706022846532","2006803788766851557","2006632095083540837","2006265600344248388","2006248100512612431","2006134780379685206","2005191691146584533","2005131766684942671","2005131546232324316","2005130377791500603","2003301197781041457","2003164031100580018","2002769708765049182","2002645776821072096","2002477210259894392","2002285483158569147","2002254187808129523","2002251560122827204","2002249089111761281","2002246970476511318","2002173003271188645","2002070662576492750","2001716661175619989","2001713564676165664","2001693849421513130","2001569843724870017","2001462106433204714","2001406773153140981","2001388470686908434","2001328691130061026","2001206823467221118","2001186476491727193","2001119398019621358","2000929713934753828","2000704215220441344","2000055961126375566","1999656546662322339","1999326579411829025","1999124788220924016","1998898103974334649","1998432796902117450","1998381850994114932","1998120028345192795","1997752436589818353","1997565315031462046","1997552975179313169","1997551159222153587","1997540406255292783","1997490616020742236","1997153708052779199","1996768481002639515","1996749424039456792","1996331158263787546","1996238845885481315","1995874904499949938","1995866987226902681","1995661769726197814","1995339280307073426","1994395548221423872","1994073614325273079","1993908030430433460","1993816435563417783","1993670124516393141","1993503578154319999","1993060087045448009","1991312209322913805","1991300811494662464","1991292814647259297","1991289193037746579","1991219697031999736","1991194519090368702","1990977620360430000","1990609176783938034","1990402907343114393","1990171815155752976","1988778952299802818","1988441508660285536","1987918650104283372","1987685417890799877","1986984149031236042","1985709760272908614","1985495108620599462","1985453579054800924","1984067754270319052"],"UNAVAIL":["2008983241878065230","2024599910054511053","2028115305076072465","2029371715550433437","2035756963615683019"],"STATS":{"handle":"michaeljburry","total":327,"with_media":221,"replies":31,"quotes":7,"retweets":0,"threads":300,"multi_threads":18,"context_tweets":28,"parents_unavailable":5,"with_issues":4,"date_min":"2025-10-31 01:19:49","date_max":"2026-08-02 16:10:44","account_total_posts":541}}