Official X account for Michael Burry, MD, called "Cassandra" by Warren Buffett. Now on Substack with the full story.
Joined November 2011
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- Followers 1,900,915
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450 Photos and videos
New Trading Post June 15, 2026
A violation, an argument & a conclusion.
open.substack.com/pub/michae…
#nasdaq
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It has been ridiculous for a very very long time.
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Got tix for an October show. Saw them in 1986, a great light display, and never thought then I would see Rush in 2026.
I’ve seen Rush multiple times, always a fantastic show. RIP Neil, you were the best.
#Rush “Xanadu” opening night 50 Something Tour. youtu.be/cSGX3tPvGS8?is=fovi…
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I have found the key to happiness is gratitude. The thankful are by nature humbled by the grace of others and cognizant of the miracles that surround us every single day.
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Where is the production and mix like this these days?
Megadeth - Sweating Bullets (Official Music Video) youtu.be/aOnKCcjP8Qs?si=IMbN…
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Get those Wolverine Blues
#TheEntombed
youtu.be/uNi0tsCU-6g?si=vEa9…
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DEVILDRIVER
Dead in the Water
effing kicks
Founding bass man muse Jon Miller
back with vengeance
Strike and Kill full album out July 10th
#devildriver
youtu.be/BAO10gRLZT0?si=kFT6…
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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 youtu.be/MmxM1USsT2s?si=pEls…
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Sounds of galloping horses, through the breach never to open, run over to rise again, until clouds darken.
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Sam Altman Says OpenAI's Top Token Spender Burns 100 Billion a Month
#tokenmaxxing
open.substack.com/pub/michae…
OpenAI has a culture of token spending. The company reportedly has a token leaderboard, and employees sometimes flex their high totals on X.
businessinsider.com/sam-altm…
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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.
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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.
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New Post - Trades, Short Philosophy, SpaceX bits, and Memory Chips Misremembering
MEGA Trading Post/Short Thoughts Mash-Up June 2, 2026
michaeljburry.substack.com/p…
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[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
michaeljburry.substack.com/p…
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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.
May 29
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.
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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.
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.
open.substack.com/pub/michae…
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