Cassandra Unchained @michaeljburry

Remember there were several books out about the 1990s bubble during 1999 including the Devil Take the Hindmost by Edward Chancellor, the New New Thing by Michael Lewis, and The Internet Bubble by the two Perkins’s. So yes a few of us are being loud about what is going on today https://t.co/afuweIjret

Here is the post. Had been waiting for Oracle and she did not disappoint. https://t.co/9jVkI9X9aD

New addition to my Heretic’s Guide series on Substack, dropped at midnight EST . A must read this weekend. Part V to drop in a few days, and I have Part VI lined up.

This is from my May article, The Heretic's Guide to Ai's Stars Part III. I created the Pyramid to predict what would happen. Today the Pyramid is showing what is happening. https://t.co/2QZfXfSf1I The article also dug into financing for data centers, how it involves insurance companies and their captive offshore entitites.

Just a reminder. Plus there was the death spiral warning on BBBY. Just trying to help out. https://t.co/rauybRh0tQ

@iTzHugoBOSS I have been buying them for 40 years and I have not noticed any change in quality. If everyone wore them, not only feet buy knees and hips would be so much healthier.

Breaking news to start a long weekend. That’s some good fishy. https://t.co/7TUpuzmhRz

There are more of these littering stock markets around the world than I can recall for a long, long time. It is as if the cool kids just outright won. https://t.co/MNbYwDUCHM

Birkenstocks are good for just about anything. $BIRK

In Flames Only for the Weak https://t.co/FZxmC4c9XM via @YouTube @InFlames_SWE $LULU

Short Thoughts - Cassandra in Flames?https://t.co/datefpoonB In Flames Like a Phoenix; She Who has Fallen Shall Rise Again. https://t.co/fpfqz2QAYP $LULU #lululemon

@lasnlvtx Yes, it is also half-meme. Which makes it a dangerous short.

Join the disccusions and chats at Cassandra Unchchained, pure investment analsyis, no shills, no trolls, just the best community for discussion of stocks and macro themes out there. Burry on Build-A-Bear, Part 1 https://t.co/FjteWFEWc3 Another lesson in patience, recommended books, VSN stock write-ups, and the revised Scion Capital Analyst Template

Surprise to who? Not CU. Meituan Has Surprise Profit After China Delivery Fight Eases (2) Summary by Bloomberg AI ▪Meituan reported a surprise quarterly profit after competition in China’s quick delivery market eased and the company slowed its overseas expansion. ▪Operating profit rose to 2.69 billion yuan for the three months through June, and revenue climbed 14% to 104.6 billion yuan, also topping estimates. ▪The company's domestic delivery business returned to year-on-year growth "primarily due to our disciplined spending on incentives", according to Meituan. By Luz Ding 08/28/2026 05:33:03 [BN] (Bloomberg) -- Meituan reported a surprise quarterly profit after competition in China’s cutthroat quick delivery market eased and the company slowed its overseas expansion. Operating profit rose 11-fold to 2.69 billion yuan ($400 million) for the three months through June, the company said Friday. Analysts estimated a loss of 846 million yuan on average.  Revenue climbed 14% to 104.6 billion yuan, also topping estimates. Net income reached 2.16 billion yuan, after three quarters of losses.

Whistling past the graveyard https://t.co/KyjxLemeId

Trading Post August 26, 2026 - Nvidia, Friends, and the Rebel Alliance https://t.co/PNTjrHQzJR Added to Longs and Shorts, with One New Position

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

A few months back I flipped my $BABA stock into a large $JD position. I will not flip any of that back to #Alibaba, as issuing shares is now its new paradigm. It would have to fall by half from here for me to look at if again. https://t.co/Yivv8jjkG2

@CommunityWinner Not surprisingly, I have a bone to pick with Moderna's announcement.

This is serious competition for NVDA. The startup says it took just 44 days after getting its test chips back from Taiwan Semiconductor Manufacturing to have them up and running inference workloads—the computing processes that allow AI models to respond to user queries—a process that usually takes six months or more. When Etched needed help designing servers and racks to integrate its chips into one big system, the company in 2024 recruited Brian Loiler, a top systems engineer who spent nearly 23 years at Nvidia. Loiler has since recruited to Etched about a dozen engineers from Nvidia who, in some cases, turned down attractive counteroffers, he said. https://t.co/6aOtcjdVo1

Jeff Bezos is so freakin smart yes, and Porter not far behind it seems. I do not believe Jeff shorted $CRWV. No one like him needs to die on a short hill. https://t.co/dLmai9gkzX

Michael Burry delivers brutal verdict on $420 billion AI giant - TheStreet “Burry’s bear case has evolved beyond valuation multiples. He now points to two specific accounting issues he says the market is not pricing correctly.” $PLTR #Palantir https://t.co/DwcF1T0dRI

This is so much bigger than one company, and orders of magnitude more dangerous to the economy and investors than Enron. Nvidia’s AI push has echoes of Enron, says Big Short investor https://t.co/TZZVcg91NO

This is the latest circular financing map from today’s Bloomberg article. There is no mystery why the revenue numbers are so good, even as losses expand, free cash flow turns negative, and off-balance sheet leverage explodes. Also, the Bank of International Settlements (BIS) Annual Report released in late June is a sober look at all this. I have spend the last week and a half going through all these filings post-earnings, and I am looking forward to tearing apart more 10Qs from Coreweave and Nebius soon. From what I have seen it is worse than this.

That $500 billion $NVDA Wall Street stunt involves Nvidia taking 25% stakes & providing residual value guarantees on purchase of its chips. All filtered through Private Equity’s Private Credit schemes. I have an idea how that will look. Meet the new Boss. Same as the old Boss