Michael Burry(Cassandra Unchained) ✪

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

[Michael Burry(Cassandra Unchained) ✪ @michaeljburry37]

#No.1 on Substack

[Michael Burry(Cassandra Unchained) ✪ @michaeljburry37]

Sociality

[Treasury Secretary Scott Bessent @SecScottBessent]

In her latest sciolistic letter to me, @SenWarren made it clear that she knows even less about foreign exchange markets than she does about banking.

What is equally shocking, but not surprising: not a single member of the media mob has a rudimentary-enough level of financial market literacy to spot her remedial error.

To reiterate: under @POTUS, the United States delivers for America’s trusted partners.

For a fuller explanation, I recommend Senator Warren take any entry level course in international finance for her and her staff, or I can personally give her a tutorial on Foreign Exchange for Dummies. Although I am not holding my breath, I hope her next letter will demonstrate that she has learned the difference between a currency purchase and a swap or a loan.

[Michael Burry(Cassandra Unchained) ✪ @michaeljburry37]

Around we go

Nvidia to guarantee $200 billion of ChatGPT's spending on $NVDA chips.

[Michael Burry(Cassandra Unchained) ✪ @michaeljburry37]

My full quote

[CNBC @CNBC]

Michael Burry bets against rally: 'We are near a major top, and possible a 1987-type fall' https://t.co/Nai3d5bjPl

[Michael Burry(Cassandra Unchained) ✪ @michaeljburry37]

No better death metal song

https://t.co/EHHGNuEy9d

[Michael Burry(Cassandra Unchained) ✪ @michaeljburry37]

#cassandraunchained

[Cassandra Unchained @michaeljburry]

Acres of Diamonds https://t.co/RMycYE8ERi
Cassandra Unchained's August 2026 Charity of the Month
https://t.co/ft1xAfpGkq
Acres of Diamonds is a 501(c)(3) organization that sets out to ensure that every woman and child experiencing homelessness that comes to Acres receives the opportunity to rewrite their story. With families experiencing generations of poverty, abuse, neglect and addiction, Acres of Diamonds aims to provide holistic, long-lasting solutions to help address the problems.
5% of gross revenue from Cassandra Unchained during the month of August will be donated to Acres of Diamonds to further their mission and the good work they do.

[Cassandra Unchained @michaeljburry]

Breaking news to start a long weekend.
That’s some good fishy.

[Cassandra Unchained @michaeljburry]

There are more of these littering stock markets around the world than I can recall for a long, long time.

It is as if the cool kids just outright won.

[Cassandra Unchained @michaeljburry]

Birkenstocks are good for just about anything. $BIRK

[Cassandra Unchained @michaeljburry]

In Flames
Only for the Weak
https://t.co/FZxmC4c9XM via @YouTube @InFlames_SWE $LULU

[Cassandra Unchained @michaeljburry]

Short Thoughts - Cassandra in Flames?https://t.co/datefpoonB
In Flames Like a Phoenix; She Who has Fallen Shall Rise Again.
https://t.co/fpfqz2QAYP $LULU #lululemon

[Cassandra Unchained @michaeljburry]

We are discussing Technical Analysis of all things over in the Cassandra Unchained Chat section. 244 replies since late yesterday. This will become a series, I can tell already.

Please join in if technical analysis with a value bent (or value-based investing with a technical bent) might be your thing.

https://t.co/pCRmJYcjSP

[Cassandra Unchained @michaeljburry]

Tales from the SEC filings https://t.co/Wk3XDIsHp0

[Cassandra Unchained @michaeljburry]

I agree, investors need to read this.
https://t.co/CnduM7ehU5

[Cassandra Unchained @michaeljburry]

https://t.co/aJEepWgzNP

[Cassandra Unchained @michaeljburry]

I'll take it.
https://t.co/SvY7EiFqOk

[Cassandra Unchained @michaeljburry]

Never before, I say.

[Cassandra Unchained @michaeljburry]

Surprise to who? Not CU.

Meituan Has Surprise Profit After China Delivery Fight Eases (2)
Summary by Bloomberg AI
▪Meituan reported a surprise quarterly profit after competition in China’s quick delivery market eased and the company slowed its overseas expansion.
▪Operating profit rose to 2.69 billion yuan for the three months through June, and revenue climbed 14% to 104.6 billion yuan, also topping estimates.
▪The company's domestic delivery business returned to year-on-year growth "primarily due to our disciplined spending on incentives", according to Meituan.
By Luz Ding
08/28/2026 05:33:03 [BN]
(Bloomberg) -- Meituan reported a surprise quarterly profit after competition in China’s cutthroat quick delivery market eased and the company slowed its overseas expansion.
Operating profit rose 11-fold to 2.69 billion yuan ($400 million) for the three months through June, the company said Friday. Analysts estimated a loss of 846 million yuan on average. 
Revenue climbed 14% to 104.6 billion yuan, also topping estimates. Net income reached 2.16 billion yuan, after three quarters of losses.