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A must-read for every investor.
open.substack.com/pub/kakashiii1…
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Cassandra Unchained
780 posts
Cassandra Unchained
@michaeljburry
Official X account for Michael Burry, MD, called "Cassandra" by Warren Buffett. Now on Substack with the full story.
lỗ nhớ Katılım Kasım 2011
33 Takip Edilen1.8M Takipçiler
@c89 Most of those are shills and bots that are here only to rip me, no matter what. They don’t matter. Substack is such a sane place, devoid of such drivel.
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@michaeljburry extremely confused at the entire comment section not being able to comprehend the implication of this statement
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Markets have never seen a needle top.
Cassandra Unchained@michaeljburry
Shorts are not forever.
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@MaziyarPanahi @dwarkesh_sp Dwarkesh killed it here.
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I've never understood why some AI labs are so eager to scare people about AI taking their jobs. Which is exactly why I appreciate Jensen saying this:
"If we scare everybody out of radiology so nobody wants to be a radiologist because computer vision is completely free and no AI is gonna do a worse job than radiologists, and we misunderstand the difference between a job and a task. the job of a radiologist, patient care, task to read a scan.
If we misunderstand that so profoundly and we scare everybody out of going to radiology school, we're not gonna have enough radiologists and good enough healthcare...."
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The Jensen Huang episode.
0:00:00 – Is Nvidia’s biggest moat its grip on scarce supply chains?
0:16:25 – Will TPUs break Nvidia’s hold on AI compute?
0:41:06 – Why doesn’t Nvidia become a hyperscaler?
0:57:36 – Should we be selling AI chips to China?
1:35:06 – Why doesn’t Nvidia make multiple different chip architectures?
Look up Dwarkesh Podcast on YouTube, Apple Podcasts, Spotify, etc. Enjoy!
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Dwarkesh nailed it. Jensen squirmed and obfuscated. This was shocking to me. Every $NVDA bull needs to watch this with an unbiased eye..
Dwarkesh Patel@dwarkesh_sp
The Jensen Huang episode. 0:00:00 – Is Nvidia’s biggest moat its grip on scarce supply chains? 0:16:25 – Will TPUs break Nvidia’s hold on AI compute? 0:41:06 – Why doesn’t Nvidia become a hyperscaler? 0:57:36 – Should we be selling AI chips to China? 1:35:06 – Why doesn’t Nvidia make multiple different chip architectures? Look up Dwarkesh Podcast on YouTube, Apple Podcasts, Spotify, etc. Enjoy!
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@michaeljburry Gmail changed how it scores bulk senders in late 2023.
Substack's shared IP ranges got hit early - your readers need to drag the email to primary inbox to fix it.
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@RegiStonk @archrstein So much. But one thing sticks out - in modern times there is no such thing as a human community where violence does not cut very deep.
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@michaeljburry @archrstein What’s the biggest thing you learned from your time working with the community then?
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@archrstein I tutored in South Central LA/Compton when all the gang stuff was going on. During the day it seemed uncomplicated even there.
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@michaeljburry It was so much less complicated. Everyone just their thing and didn’t care what anyone else was doing.
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@michaeljburry This feels like stepping into a dream. There’s something nostalgic and quietly luxurious about it.
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@michaeljburry Voy a verificar creo que no los recibí y estoy suscrito desde el primer día. Excelente el artículo de Palantir. Mil gracias
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I approve this message.
Dirty Indy 🟥🟧🟨@cobracommanduhr
For those that do not know Alex Karp went on live TV to vent out against a misunderstood 13-F form and further on CNBC compared Dr. Burry to words that show beyond deranged mental state of @PalantirTech CEO. In the past he threatened Wall Street analysts like myself w/ fentanyl laced drone attacks, while brandishing dea*h his software can facilitate on-demand. Again, just my observation as an independent Wall Street analyst.
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The last @asilaydyingband album was different but asbolutely incredible.
youtu.be/ImrRjeKMHVk?si…
YouTube
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Trade Alerts are here.
To 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.
The idea is to get information out both quickly and securely to the right people.
open.substack.com/pub/michaeljbu…
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YouTube
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Probably worth following Claude if you are an investor in these markets.
Claude@claudeai
Claude Cowork is now generally available to all paid plans. For 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.
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@tonitrades_ Anthropic is very well run and knows what it is doing.
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@michaeljburry That $21B ARR jump signals enterprise AI becoming infrastructure, not just tooling.
When growth outpaces sales cycles this fast, it's adoption panic not strategic buying.
Palantir's moat was complexity - now that's a liability.
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The Joyful Heart Foundation @TheJHF
(joyfulheartfoundation.org)
Is the April 2026 Cassandra Unchained Charity of the Month.
Joyful Heart Foundation supports preventative and legislative solutions as well as care, treatment and healing for victims of abuse - child abuse, rape, domestic violence.
Every 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.
open.substack.com/pub/michaeljbu…
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@j_mendoza2007 Few remember when Google stepped out from under Yahoo.
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@michaeljburry The funny thing is PLTR also depended quite heavily on Anthropic.
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Advanced Placement Stock-Based Compensation, A General Theory & Study of the NASDAQ100 $NDX & its Constituents.
There 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.
Cassandra Unchained@michaeljburry
AP SBC: The Tragic Algebra Recurrence A General Theory & Study of the NASDAQ 100 & its Constituents $NDX open.substack.com/pub/michaeljbu… $NDX @NasdaqExchange #NASDAQ
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