DUMB//SIGNAL

Cassandra Unchained @michaeljburry

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

Dumb Signal has archived 1,313 posts from Cassandra Unchained (@michaeljburry) and classified 14 as real trade calls โ€” each priced the day it was made and graded by direction-signed returns at 1D / 1W / 1M / 1Y, deletion-proof.

1313 tweets stored ยท 203 qualifying ยท all first mentions all trades

Recent trade calls

@michaeljburry @michaeljburry Jul 11, 2026 ยท 18:56 ET stock 1st mention trade position
@stevenfiorillo I was referring to MU, the one I am short .
$MU
return1D1W1M1Ynow
$MUshort +4.3%+13.3%โ€”โ€”+16.0%
@michaeljburry @michaeljburry Dec 18, 2025 ยท 02:11 ET stock 1st mention trade position
@y7_y00ts I believe I mentioned here and on Substack that I am long MOH, LULU and FOUR as positions I bought personally have been buying recently. When I had the fund, I would often trade around SEC filing dates to avoid disclosure.
$MOH$LULU$FOUR
return1D1W1M1Ynow
$FOURlong -0.6%+1.0%-0.0%โ€”-17.7%
$LULUlong -2.6%-2.2%-6.2%โ€”-44.7%
$MOHlong +0.6%+0.5%+17.6%โ€”+19.7%
@michaeljburry @michaeljburry Nov 17, 2025 ยท 21:33 ET stock 1st mention trade position
Long MOH stock and Long PLTR puts, like peanut butter and bananas.
$MOH$PLTR
return1D1W1M1Ynow
$MOHlong +3.2%+6.2%+18.6%โ€”+42.3%
$PLTRshort +2.3%+5.3%-3.5%โ€”+28.1%

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