Official X account for Michael Burry, MD, called "Cassandra" by Warren Buffett. Now on Substack My Web Site: https://xitter.twitterapi.xyz/t.co/hQcaqheax5
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Joined November 2011
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My take on Anthropic's amended S-1/A Prospectus michaeljburry.substack.com/p…
According to reports out of TechCrunch and Axios, the Don had as many as 60 direct reports and delegated little.
Heaven's on Fire
Kiss - Heaven's On Fire youtu.be/EZjevnnkA20?si=j71q… via @YouTube
Considering the Payments Processing stocks in the wake of a potential deal for Global Payments, Retail Stocks amidst the worst year for consumer sentiment ever, and Hong Kong's Calling Again
Compression, The End of Moats youtu.be/5aCqEOwIUSg?is=-azt… via @YouTube
Here is the link where I made the case last week that beneath the surface the October 6, 2026 record close in the S&P 500 looks more like the March 2000 top than any other record high since 1980.
michaeljburry.substack.com/p…
It’s a perfect storm for Build-A-Bear (BBW), a one-of-one retailer now heavily shorted, 25% of the float, almost 9 days to cover. The stock hit $1.80 in the COVID panic. Soared over $75 last year, now languishes around $25.
This is fake news.
Michael Burry just laid out a long case for $META arguing that hyperscaler AI spending could lift its implied AI-services margins by ~10%.
Pretty interesting coming from someone who's been so critical of AI spending boom and is now pointing to where those investments could actually pay off.
Readers added context they thought people might want to know
Michael Burry has not laid out a long case for $META or suggested hyperscaler AI spending will pay off. His analyses warn of risks from trillions in off-balance-sheet commitments by hyperscalers including Meta plus accounting that may overstate earnings.
x.com/michaeljburry/…
cnbc.com/2025/11/11/big…
finance.yahoo.com/technology/ai/…
My take on Anthropic's S-1 filing.
michaeljburry.substack.com/p…
Have to give props to my good friend and jeweler Davide Bigazzi as he celebrates 20 years of Davide Bigazzi Studios in Menlo Park, California.
Congratulations Davide, looking forward to 20 more!
davidebigazzistudio.com/new-…
New Song: Compression, the End of Moats
Artist: Friend of CU
youtu.be/5aCqEOwIUSg?si=k6hT…