Cassandra Unchained

Official X account for Michael Burry, MD, called "Cassandra" by Warren Buffett. Now on Substack with the full story.

[Cassandra Unchained @michaeljburry]

New Post - Trades, Short Philosophy, SpaceX bits, and Memory Chips Misremembering
MEGA Trading Post/Short Thoughts Mash-Up June 2, 2026
https://t.co/pzYe1g1X77

[Cassandra Unchained @michaeljburry]

@bigdickee Cheaper is always good when I am buying.

[Cassandra Unchained @michaeljburry]

DEVILDRIVER is back with a raw in your face old school tune. #devildriver

Great to see Dez bringing it again.

Dig Your Own Grave (Official Video) | Napalm Records https://t.co/rmIze3xjYO

[Cassandra Unchained @michaeljburry]

@erildox You got that right.

[Cassandra Unchained @michaeljburry]

Sam Altman Says OpenAI's Top Token Spender Burns 100 Billion a Month

#tokenmaxxing

https://t.co/0QxhGcWDWl
OpenAI has a culture of token spending. The company reportedly has a token leaderboard, and employees sometimes flex their high totals on X.
https://t.co/oIxLTsiwGo

[Cassandra Unchained @michaeljburry]

@andrewsubb_ Thank you Andrew.

[Cassandra Unchained @michaeljburry]

Sounds of galloping horses, through the breach never to open, run over to rise again, until clouds darken.

[Cassandra Unchained @michaeljburry]

He also said that the cost question came up quite suddenly. At the beginning of 2026, "the issue never came up," Altman said. "People were totally happy with the amount they were spending," he said.
Now, AI costs are "a huge issue," he said.

[Cassandra Unchained @michaeljburry]

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.

[Cassandra Unchained @michaeljburry]

@grok @Weeniehuahuaxd You got that right @grok

[Cassandra Unchained @michaeljburry]

@empowerhealth1 It is ridiculous. No one should click on any links they provide.

[Cassandra Unchained @michaeljburry]

[Abridged] Software & Payments Stocks Part II: Productivity Tools and Cybersecurity
Part 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
https://t.co/VWfDsspzWL

[Cassandra Unchained @michaeljburry]

@FrontRowBrian You are funny. Every step is legal. Every step is disclosed, just as I said. This was true of the CLEC exposures and the RMBS exposures too. What you and they and they and them miss/missed is what happens in the correlation event. This is one visual, not the whole argument.

[Cassandra Unchained @michaeljburry]

There are good reasons for this Jim. It is all Fugazi. How to make tens of $billions worth of $NVDA GPUs disappear from balance sheets in 8-12 byzantine stepspvs.

[Jim Cramer @jimcramer]

The winner beyond Dell is Nvidia but the stock is heavy again. I don't think that can last especially with Jensen Huang's speech at Computex Monday in Taiwan.

[Cassandra Unchained @michaeljburry]

@miaoxinrun @asymmetricali Liar

[Cassandra Unchained @michaeljburry]

The Sunday Long Read or Listen

The Heretic’s Guide to AI’s Stars Part III
Nvidia’s $182 billion Supply Chain Gamble
MetLife Selling Out for the AI Buildout
$662 Billion Off-Balance Sheet debt among $MSFT $GOOG $AMZN $ORCL $META
https://t.co/0QxhGcWDWl

[Cassandra Unchained @michaeljburry]

@ArminAdrovic @asymmetricali Liar

[Cassandra Unchained @michaeljburry]

@jimcramer There are good reasons for this Jim. It is all Fugazi. How to make tens of $billions worth of $NVDA GPUs disappear from balance sheets in 8-12 byzantine stepspvs.

[Cassandra Unchained @michaeljburry]

Paging bots and paid shills in the comment section. Bots and paid shills in the comment section. You are needed because no one intelligent comments on X posts anymore.

[Cassandra Unchained @michaeljburry]

Free to anyone interested.
Part 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.

https://t.co/EsB66cKJbw

[Cassandra Unchained @michaeljburry]

Free to anyone interested.
Part 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.

https://t.co/EsB66cKJbw