Register and share your invite link to earn from video plays and referrals.

Cassandra Unchained
@michaeljburry
Official X account for Michael Burry, MD, called "Cassandra" by Warren Buffett. Now on Substack
38 Following    2.1M Followers
Forensic Analysis on $GOOG, $META, $ORCL, $AMZN, and $MSFT The Deepest Dives on the Big 5 Hyperscalers. Must know tactical information for investors in the indices they dominate as well as the stocks themselves
Show more
New post, a long one. Deep forensic dive on $MSFT, $GOOG, $ORCL, $META, $AMZN with CU Universe stock rankings and the return of the fat pitches AICT Composite Value Map.
Show more
The State of California is Incubating the Next Big Deadly Fire Nightmare Right Now. New Article Explains All Right Here on X. It is time to fight for public safety. The City’s Own Report Demonstrates People Could Die. The City, Fearing the State and Developers, Approves Projects Anyway. We Sued. The petition: #NeverForget# #californiafires# This is, ironically, developing and building, parcel by parcel, the exact configuration and circumstances that killed 116 people and erased 35,000 homes and structures in Paradise, Pacific Palisades and Altadena. This is playing out all over the state. The seeds are being planted for the next horrific deadly fire nighmare, and the next, and the next, and the next...
Show more
“Regarding memory chips—which have seen the sharpest price surges this year—Chen observed that while many industry players continue to publicly predict price increases extending through the end of next year, the reality is that inventories are actually overflowing. Suppliers from mainland China are flooding the market with volume, acting as price disruptors; as for this period of price volatility, "those in the know understand the situation."” Acer CEO says memory chip supply is rising. Remember the shortage in normal RAM was created by repurposing for HDM but now the production for normal RAM is ramping up - as it always does .
Show more
The Heretic’s Guide to AI’s Stars Part IV: The Big 5 Hyperscalers & the Missing $3 Trillion Current GPU pricing is representative of today’s scarcity, but the duration mismatch playing out undermines any guarantee the demand will continue at this level for long enough to justify today’s valuations. I am a fair-weather fan of Nvidia’s names for its GPUs, but the newest line of chips I’ve dubbed LEAPFROG. A study of overlooked footnotes to the 10-K and 10-Q filings from Amazon, Meta, Alphabet, Microsoft & Oracle
Show more
Shout out to Precision Guitar Kits @GuitarKitsforU This Honduran Mahogany explorer body blows me away. Rings like a big brass bell, just handling it you can hear it wants to roar like @orbitculture
Show more
Well the 10 year went from 50bps to 500bps and stocks tripled. The 30 yr fixed mortgage went from 2,5% to 7% and home equity went from $20 trillion to more than $30 trillion. Jeffrey sees it clearly. We are in backward land.
Show more
0
165
3.2K
294
Forward to community
Remember there were several books out about the 1990s bubble during 1999 including the Devil Take the Hindmost by Edward Chancellor, the New New Thing by Michael Lewis, and The Internet Bubble by the two Perkins’s. So yes a few of us are being loud about what is going on today
Show more
$NBIS: Massive data center build-outs will eventually become ghost buildings because the idea of crowding space with "data centers" is detached from physical reality. Reasons: severe supply shortages, grid limitations, and fierce local opposition. Now, 201 Milan Parkway in Birmingham, Alabama, which was sold 3 times in one day. Can you guess what they’re building there? See below. @m3_melody
Show more
0
65
1.6K
163
Forward to community
Topical once more.
One reason Greenland is strategically important to the US is in fact twofold: 1. It’s the best place to set up anti-missile defenses to intercept ICBMs coming from Russia / China 2. It’s a very good place to set up offensive missile capabilities to threaten Russia / China The WSJ had a good graphic out a few days ago showing the trajectory of missiles from ICBM sites around Russia to the US would fly overhead or near Greenland, which also happens to be almost directly beneath where those missiles would reach their highest points (“apogee”) which is when they are most vulnerable to interception because they are traveling at their slowest speeds. If you throw a ball into the air you’ll see the same effect - the ball is slowest at its highest point.  And 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). This above is all courtesy of our resident rocket scientist Phil. The 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.
Show more
Please donate to the Vanderbilt-Meharry Center for Excellence in Sickle Cell Disease Sickle Cell Development Fund The Sickle Cell Development Fund has been selected as the Cassandra Unchained September 2026 Charity of the Month.
Show more
The Cassandra Unchained Charity of the Month for September 2026 is the Sickle Cell Development Fund of the Vanderbilt-Meharry Center for Excellence in Sickle Cell Disease. @VUMCDiscoveries @MeharryMedical @VUMChealth @mvalliance
Show more
The Cassandra Unchained Charity of the Month for September 2026 is the Sickle Cell Development Fund of the Vanderbilt-Meharry Center for Excellence in Sickle Cell Disease. @VUMCDiscoveries @MeharryMedical @VUMChealth @mvalliance
Show more
“One of the reasons why I am in favor of less government is because when you have more government, industrialists take it over, and the two together form a coalition against the ordinary worker and the ordinary consumer.” — Milton Friedman
Show more
I am righteously indignant over the wealth transfer to the very few that these bubbles create. The whole system is about creating bubbles so the grift can happen, both inside companies, transferring wealth to their employees at obscene rates, and in politics, as we see all over.
Show more
0
300
6.3K
579
Forward to community
Regarding “the science,”this is something you all need to know. Most published science is fake or false This is out of Stanford University and the author here John P. A. Ioannidis is one of the most-cited individuals on Earth.
Show more
0
213
4.8K
878
Forward to community
Let's all take a moment to understand how self-serving it is for OpenAI, Anthropic and other execs of big hyperscalers to talk of slowing things down. 1. LLMs are not AI and won't be AGI. There is nothing AI to slow down. 2. Competition is coming up fast, slowing benefits incumbents. 3. IPOs need hype & puffery; "we are so awesome it could become dangerous" is hype & puffery 4. Cover for real uncontrollable slowing growth as IPOs look to be pushed out
Show more
0
206
3K
355
Forward to community
Just a reminder. Plus there was the death spiral warning on BBBY. Just trying to help out.
Jan 31, 2023 - I tweet “Sell” Banking crisis ensues and banks fail. There is panic and stocks fall. Mar 13, 2023 - I tweet “This crisis could resolve very quickly. I am not seeing true danger here.” March 30, 2023 - I tweet “I was wrong to say sell.” /meme corrected
Show more
0
179
1.3K
110
Forward to community
New Feature Post in Articles - Bet you will learn something!
Hmm, OK? “I am the house now, so when we intervene with the Japanese yen, I have pretty good insight into what the Japanese, what the Bank of Japan is going to do, what Japanese policymakers are going to do,” Bessent said at a Southern Methodist University event in Texas on Tuesday. “And you can bet against me if you want.” I Am The Law via @YouTube @Anthrax #Anthrax#
Show more
0
103
718
59
Forward to community
Breaking news to start a long weekend. That’s some good fishy.
🚩🚩BREAKING: $OWL Blue Owl Slashes Private Loan to Near-Zero Amid Bankruptcy Risk... $OWL's Loparex is a retail credit fund. We pointed to this in our analysis over the past few months. Rating agencies are always the last to do the job. Moody’s Ratings deemed Loparex in default and said it sees a Chapter 11 bankruptcy potentially in the cards.
Show more
0
47
1.3K
118
Forward to community