Cassandra Unchained
@michaeljburry
Official X account for Michael Burry, MD, called "Cassandra" by Warren Buffett. Now on Substack
Joined November 2011
38 Following 2.1M Followers
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
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$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
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