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 1,637 posts
from Cassandra Unchained (@michaeljburry) and classified
19 as real trade calls — each priced the day it was
made and graded by direction-signed returns at 1D / 1W / 1M / 1Y, deletion-proof.
Recent trade calls
The house party is packed, pushing AI higher today but I am largely ignoring the “woo-hoos.”
I’m out in the backyard with my flashlight, seeking.
I strike out at the salamander. Multicolored or just green, I blink and remain unsure. It blinks.
Perhaps from the ravine.
I fiddle in my pocket for the zinc nut and a bit of string.
$QXO
| return | 1D | 1W | 1M | 1Y | now |
|---|
| $QXOlong |
+4.8% | -0.7% | — | — | -4.2% |
Trading Post & Short Thoughts to the Max, August 18, 19, 20, 2026 https://t.co/ZV4XJdCT9Z
The AI Buildout, Small Language Models, Intelligence per Watt, & Buying and Shorting 24x5, and a pictorial peak inside the sausage factory
Bought the pink sheets TPLWF listing of Temple & Webster in the low $3s the last few days. I also added to my shares in Australia, TPW AU. I am scooping with both hands; and that is not all
$TPLWF$TPW
| return | 1D | 1W | 1M | 1Y | now |
|---|
| $TPLWFlong |
+7.3% | +4.1% | -9.2% | — | -13.7% |
| $TPWlong |
| | | | |
@michaeljburry
Jul 11, 2026 · 18:56 ET
stock
1st mention
trade
position
@stevenfiorillo I was referring to MU, the one I am short .
$MU
| return | 1D | 1W | 1M | 1Y | now |
|---|
| $MUshort |
+4.3% | +13.3% | +10.4% | — | -9.2% |
@michaeljburry
Dec 18, 2025 · 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
| return | 1D | 1W | 1M | 1Y | now |
|---|
| $FOURlong |
-0.6% | +1.0% | -0.0% | — | -43.9% |
| $LULUlong |
-2.6% | -2.2% | -6.2% | — | -55.3% |
| $MOHlong |
+0.6% | +0.5% | +17.6% | — | +16.2% |
@michaeljburry
Nov 17, 2025 · 21:33 ET
stock
1st mention
trade
position
Long MOH stock and Long PLTR puts, like peanut butter and bananas.
$MOH$PLTR
| return | 1D | 1W | 1M | 1Y | now |
|---|
| $MOHlong |
+3.2% | +6.2% | +18.6% | — | +38.2% |
| $PLTRshort |
+2.3% | +5.3% | -3.5% | — | -9.2% |
