Cassandra Unchained @michaeljburry

My biggest fear for Berskhire Hathaway was that when Warren finally stepped down, the successor would be too old and otherwise not Warren, so would not have his patience for the fat pitch. I believe this fear has come true. I do not find Berkshire an attractive investment going forward. https://t.co/mGnl4WH3nq

$FNMA, $FMCC, @realDonaldTrump, and the Housing Crisis Adjustable rate loans get in trouble when borrowers have to step up to a higher fixed rate and cannot refinance. https://t.co/ifequlEP9C Fixed-rate mortgages get in trouble because the borrower’s income falls. Increasingly, there is a economically sensitive systemic risk manifested throughout multi-family in the form of single-earner households. That fixed-rate loans are leading the delinquency train is a foreboding sign.

$FLUT is down $14-15 to rougly $90 after reporting earnings and a CEO change. https://t.co/9uZJN5v9nu So, here is the August 5, 2026 Trading Post - One Buy, One Sale, One Reason

There is no doubt that right now there are shortages, no doubt that $CAT is really doing unbelievably well, $PLTR is really filling acute CYA needs, $NVDA’s margins & prices really cause nosebleeds. There’s really gold in them thar hills. Just pointing out future ghost towns.

When @CNBC said I was short nearly $1 trillion Palantir last year and got Alex all In a huff, it seemed a 100x mistake. I no longer believe it was a mistake. #CNBC has options reporters that know what is up, and CNBC has an agenda. Of course, I wish I had been short $1 trillion Palantir.

The real news is OpenAI slashing and burning its prices to prepare for this. #DeepSeek releases beta version of V4 models as AI price war heats up. https://t.co/uTbVy7LVaj

There is a reason $NVDA’s 5 year credit default swaps are going parabolic. All this overreaching by #nvda to push the circular spending to biblical proportions . https://t.co/QH1PyLRNex https://t.co/glKs93r8Y9

Around and around we go. Nvidia to guarantee $200 billion of ChatGPT’s spending on $NVDA chips.

Don’t forget your weekend reading! This is important information of which all should be aware. …A loan turns out to be worth less than was paid for it, and the majority of the loss, depending on the leverage, is born by the guaranty system. That guaranty system ends with the taxpayer… Read all about it! https://t.co/oJ0moDDdS2 #apolloglobalmanagement $APO #MetLife

Trading Post July 24, 2026 - 4 Shorts, 3 Longs No frills trading update on a busy day, a word on Palantir, and how to find your peace on top a pile of gold. https://t.co/T9wmFoS64i #nvidia #qqq #patience

When whine works. (Bloomberg) ---- A US government agency has withdrawn a bid to improve a military intelligence system that is at the heart of lethal targeting following a protest from Palantir Technologies Inc., according to people familiar with the matter. In its protest, Palantir contended that the DIA was “impermissibly seeking a developmental solution when a commercial solution is already available,” https://t.co/fxtL2i8TMJ

Trading Post July 23, 2026 - 3 Stock Buys & the BIS Weighs in on AI's Rampant Circular Financing Taking the Momentum Pair Trade challenge by shorting the Pods https://t.co/ScxGtApzUo

There is a lot here. Palantir’s New Clothes: Foundry, AIP, & the Failure of Reason https://t.co/CJX8xnOKnM $pltr #palantir

When the circularity questions got loud November of 2025, Nvidia’s formal rebuttal was that its “strategic” investments in its customers ‘represent a minimal portion of revenue’ already booked. Granted. However, BIS’s chart is about the announced multi-year commitments. This is the forward book, part of Jensen’s “visibility” to $1 trillion. There, circular financing is nearly 100% to date. Short Thoughts - NVDA, Neos, Hyperscalers, Jevons Paradox, and Compression

PALO ALTO, California -- Hidden debt at U.S. tech giants swelled eightfold in roughly four years to an estimated $1.65 trillion as artificial intelligence investments ballooned, a Nikkei study shows, exceeding actual debt and making it tougher for investors to assess risk. Nikkei examined recent financial statements and other materials from Google owner Alphabet, Microsoft, Amazon, Meta and Oracle. The four companies aside from Oracle are scheduled to announce their second quarter earnings from Wednesday, meaning the figures may increase further. The five companies' hidden debt, which does not appear on balance sheets, totaled $1.65 trillion in the most recent quarter, exceeding the roughly $1.35 trillion in debt reflected on their balance sheets. The data includes some estimates.

Crushed $MU in less than 10 minutes. I know how the rest of this story goes.

An urgent note on electricity's grand arrival and its parallels with the current #AI buildout. And, of course, much more. Enjoy the show! Light the World! https://t.co/kSnBbcK2Qc $NVDA $CRWV $ORCL

@JustinSherfield Stay away from FIG.

Alibaba launches a preview of Qwen3.8 Max, describing it as comparable to the frontier models of all but Anthropic. https://t.co/XnlQx4gxZ5

We will see. We will see. Dan Ives Dismisses Michael Burry’s Bearish Palantir Take: Retail Says ‘Charge Burry For Manipulation’ https://t.co/DKBIUtkZTb

Trading Post July 17, 2026 Plus Netflix & What's Up with the VIX Added to one stock position, cut one put position in half, and added to another put position https://t.co/8jaZpLn2zI

It is a particularly good time to look to Hong Kong for cheap stocks that should do well as the shine comes off Korea, Japan & the Soxx. https://t.co/Y0SfVQZEtj

Short Thoughts (but long post) July 15, 2026 PYPL/IBM/HCA/More Trading Post Plus Commentary on $PYPL Buyout Offer, $IBM and $HCA Swoons, Ben Graham & #GrowthInvesting https://t.co/McuDurkgl2

Must understand for Fannie and Freddie investors. $FNMA $FMCC - this EO report is not necessarily public and may already be in the administration’s hands. Order 14393 Promoting Access to Mortgage Credit was signed March 13, 2026. This EO gave the FHFA director 120 days to submit a report on the efficiency of national housing finance markets, recommendations on regulations or legislation. That is due right around this July 11th weekend.

Short Thoughts July 15, 2026 PYPL/IBM/HCA/More Trading Postette Plus Commentary on PayPal Buyout Offer, IBM and HCA Swoons https://t.co/GBu7ZVjseC