Cassandra Unchianed

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

[Cassandra Unchianed @michalejburry]

Did you know Cassandra Unchained has a web site?
https://t.co/kpYcqA9SjZ

[Cassandra Unchianed @michalejburry]

The market breadth indicator I follow gives a strong signal every few decades, and where we stand today:
https://t.co/U5qkfrg571…

[Jeffrey Gundlach @TruthGundlach]

In 2007, I was sitting on a large amount of undrawn commitments to invest in bombed out MBS securities.

Didn’t invest at all until 2008, didn’t get fully invested until March 2009.

It’s 2007 for Private Credit.

Come home to DoubleLine.

[Cassandra Unchianed @michalejburry]

The stock market is quite obviously in its first stage of grief, denial.
Per 2000 and 2008, this stage lasts 6-9 months.

[Cassandra Unchianed @michalejburry]

Back in March 2009, she supposedly bought 900,000 BTC.

That bag would be worth around $78 BILLION today.

Imagine being that early.

[Cassandra Unchianed @michalejburry]

One year ago today, crypto suffered its largest liquidation event in history, wiping out over $19,100,000,000 in leveraged positions.

[Cassandra Unchianed @michalejburry]

A year ago today, on October 10, all my friends got liquidated.

[Cassandra Unchianed @michalejburry]

7.4% through 2049 if anyone wants a piece of data center debt kinda backed by Meta...

[Cassandra Unchianed @michalejburry]

Real analysis that critics don't read.

[Cassandra Unchianed @michalejburry]

Forensic Analysis on $GOOG, $META, $ORCL, $AMZN, and $MSFT

The Deepest Dives on the Big 5 Hyperscalers.

https://t.co/oPZHHId0jS…
Must know tactical information for investors in the indices they dominate as well as the stocks themselves

[Cassandra Unchianed @michalejburry]

Forensic Analysis on $GOOG, $META, $ORCL, $AMZN, and $MSFT

The Deepest Dives on the Big 5 Hyperscalers.

https://t.co/oPZHHId0jS…
Must know tactical information for investors in the indices they dominate as well as the stocks themselves

[Cassandra Unchianed @michalejburry]

The stock market is quite obviously in its first stage of grief, denial.
Per 2000 and 2008, this stage lasts 6-9 months.

[Cassandra Unchianed @michalejburry]

You will learn something.

[Cassandra Unchianed @michalejburry]

The only reason the CEOs of these tech monopolies are spending wildly on data centers like they are is because they assume they will be granted an oligopoly that is too big too fail.

[Cassandra Unchianed @michalejburry]

Forensic Analysis on $GOOG, $META, $ORCL, $AMZN, and $MSFT

The Deepest Dives on the Big 5 Hyperscalers.

https://t.co/oPZHHId0jS…
Must know tactical information for investors in the indices they dominate as well as the stocks themselves

[Cassandra Unchianed @michalejburry]

The stock market is quite obviously in its first stage of grief, denial.
Per 2000 and 2008, this stage lasts 6-9 months.

[Cassandra Unchianed @michalejburry]

If you missed it, 9200 words of analysis on the fan favorite stocks. I tried not to waste any. $MSFT $GOOG $ORCL $META $AMZN

https://t.co/oPZHHId0jS…

[Cassandra Unchianed @michalejburry]

Full Free article - This 145-year-old case study – presented at the Smithsonian Institute no less - provides a potentially devastating critique of today’s Large Language Models and the spending behind them.

[Cassandra Unchained @michaeljburry]

Full Free article - This 145-year-old case study – presented at the Smithsonian Institute no less - provides a potentially devastating critique of today’s Large Language Models and the spending behind them. https://t.co/oS55pHRvym

[Cassandra Unchianed @michalejburry]

New addition to my Heretic’s Guide series on Substack, dropped at midnight EST . A must read this weekend. Part V to drop in a few days, and I have Part VI lined up.

[Cassandra Unchianed @michalejburry]

Bears on AI spending have asked, "how will all this be monetized?" The answer has been commercial enterprises are already doing that by buying compute, burning tokens, maxing out that compute, that token usage."

There is good reason for that, but perhaps it does not inform .

[Cassandra Unchianed @michalejburry]

Short Thoughts - Cassandra in Flames?https://t.co/U5qkfrg571…
In Flames Like a Phoenix; She Who has Fallen Shall Rise Again.
https://t.co/Ykiy8nYwz4… $LULU #lululemon