Cassandra Unchained @michaeljburry

Oracle $ORCL junk status can only be ascribed to a God Complex. https://t.co/Ux2f3TFx2t

@_gg_23 Tight stop losses, some use of technicals, and picking extremes; I have never been blown up in a short. Tesla I shorted for a long time as it went up a ton, but I did not lose money on it. Not a big winner but not a loser.

This is how most people misunderstand bears. They forget that I used the internet from its inception, launched my business from a web site in 1996, was one of the early Amazon resellers, and still called out the internet bubble publicly and shorted Amazon. Most people think in three dimensions or less. Bears think in six.

Read Advanced Placement Stock-Based Compensation: The Tragic Algebra Recurrence This is what your favorite $NDX or $NASDAQ or $$OX stock actually earns. https://t.co/2RTiRJC7yk #Salesforce #meta #alphabet

For $GME, my latest thoughts are in this February 2, 2026 Short Thoughts. The details and format are still relevant today. Back off $eBay. Short Thoughts: February 2, 2026 https://t.co/BamA5tErRu

Read #CYBERSECURITY and Productivity Tools, Part 2 of Six Articles Analyzing 50 Software & Payments Stocks https://t.co/yEl65sz3De #Adobe #Intuit #CrowdStrike

“Cheap land and cheap power put data centers in the high water-stress areas,” says Matthew Pine, chief executive of U.S. water-technology giant Xylem, which supplies utilities across the country. Unfortunately, most existing data centers use evaporative cooling systems that are energy-efficient but water-hungry, according to data from the 2024 Lawrence Berkeley report. Experts say retrofitting those could be prohibitively expensive.

“Cheap land and cheap power put data centers in the high water-stress areas,” says Matthew Pine, chief executive of U.S. water-technology giant Xylem, which supplies utilities across the country.

One day there will be an announcement that lands like Thor’s hammer. Clarity will be brought amidst either tears of joy or tears of despair. $FNMA $FMCC

Wrong direction. This is like Nordstrom’s opening up Nordstrom’s Rack. But Neiman Marcus opens up Neiman Marcus Rack, Bloomingdale’s opens up Bloomingdale’s Rack, Dillard’s opened up Dillard’s rack. In the end all it proves is there are too many clothes for sale. Meta pops 9% as company makes cloud push to sell excess AI compute power capacity https://t.co/GlHKTs0QN5

Trading Post June 30, 2026 A little window-dressing, the $SOXX, and Caterpillar $CAT It is only a matter of time now. https://t.co/88LDvNtoGU

UAA was never a good business. They had some marketing success early but never could really translate to a good business. LULU has been riding leggings for literally 2 decades, across many generations of young ones. The stock is the best performing clothing stock of the last 15 years even after the drop

@XfractiousX I am working on part 3 of my analysis of Fannie and Freddie right now. Hopefully this week

@kgolf99 Thank you Kenny - that one is still pw'd. Molina Healthcare: Ghosts of GEICO Past https://t.co/6Wvodm5PvX

1500 word version of the original 5200 word article. [Abridged] lululemon athletica (LULU): An Ode to Bad Management & The Politics of Skin-Tight Leggings In Defense of an 800lb Gorilla https://t.co/Ypmcx6ylfz #lululemon $lulu

lululemon athletica (#lululemon, $LULU): An Ode to Bad Management & The Politics of Skin-Tight Leggings In Defense of an 800-lb Gorilla https://t.co/3JoAZ0N9Pw

England’s health service has acknowledged that some of its main claims about the benefits of Palantir’s software are not causationally robust, leading to calls for an independent audit of the tech company’s impact.

When all the $PLTR bros think I now have no clue on $LULU

lululemon post is live. https://t.co/G3zdhfE1Qj $LULU #lululemon

Happy Father’s Day! For Father’s Day, I have unlocked a feature post, Part 2 of Software & Payments Stocks,’ which is now free to all. Just two days ago, my birthday, I unlocked Part III of the Heretic’s Guide to AI’s Stars. The next free/unlocked feature article like this will be on Christmas Day. Enjoy! https://t.co/LBpJQnlx4A $ADBE $INTU $CRWD $PANW $ZS $ADSK

@pulte SPS - Please clarify the Liquidation Preference of the Senior Preferred. Yay or nay? It is all we as $FNMA and $FMCC shareholders ask. Clarity.

SPS SPS SPS SPS SPS SPS Please? Clarity is all we as $FNMA and $FMCC shareholders ask. https://t.co/wxZyMOZAde

RT @pulte: Fannie & Freddie have extraordinarily strong liquidity right now, as reflected in the strength of the MBS market and mortgage sp…

For my 55th birthday, I am sharing Part III of my Heretic's Guide to AI for free. The whole article is unlocked, no gimmicks. Enjoy! The Heretic’s Guide to AI’s Stars Part III: Tracepalooza & the Bezzle https://t.co/04J9gjqDBa $META $NVDA $ORCL $MSFT $QQQ #NASDAQ #SOXX

A stock falls from 100 to 10. That's a 90% decline. The investor buys in at 10 because it is indeed worth 30. But it has fallen so much it has become detached from the underlying business and so falls to 5.. The value investor is down 50%. Which isn't as bad as 90%, but is still 50 effing percent. The value investor could have sold at 8, and limited the loss. 10 years later the stock is at $30. While said nvestor gies to medical school and finsihes residency to become a surgeon. That's a six times return in 10 years. About 20% per year. Wait, is it not only a triple? No, because the investor could have sold at 5 like just about everyone else did, but did not. What I describe here is almost exactly WBD. And it didn't take 10 years, because it usually doesn't.