Cassandra Unchained ✓
@michaeljburry · lỗ nhớ · joined 15 Nov 2011
Official X account for Michael Burry, MD, called "Cassandra" by Warren Buffett. Now on Substack https://t.co/6vvNTweTWd
2 118 002Followers
38Following
693Posts total
32.5MViews on collected posts
Posts recentes
Procurando novos posts…
The State of California is Incubating the Next Big Deadly Fire Nightmare Right Now.
New Article Explains All Right Here on X.
It is time to fight for public safety.
https://t.co/W9dXHOn3XQ
The City’s Own Report Demonstrates People Could Die.
The City, Fearing the State and
118K views · 235 likes
· 35 reposts · 22 replies
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“Regarding memory chips—which have seen the sharpest price surges this year—Chen observed that while many industry players continue to publicly predict price increases extending through the end of next year, the reality is that inventories are actually overflowing. Suppliers from
205.4K views · 986 likes
· 132 reposts · 99 replies
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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 https
166.2K views · 458 likes
· 42 reposts · 82 replies
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Foundations: Market Structure, Volatility Targeting, Pod Shops & Other Gremlins
What this says is that the market is picking itself up more day-to-day than ever before. In fact, 40 years ago, the market just randomly walked through one day to the next. Now, there is a mean http
165.7K views · 473 likes
· 50 reposts · 26 replies
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The Heretic’s Guide to AI’s Stars Part IV: The Big 5 Hyperscalers & the Missing $3 Trillion
Current GPU pricing is representative of today’s scarcity, but the duration mismatch playing out undermines any guarantee the demand will continue at this level for long enough to justify
146.4K views · 336 likes
· 38 reposts · 29 replies
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Shout out to Precision Guitar Kits @GuitarKitsforU
This Honduran Mahogany explorer body blows me away. Rings like a big brass bell, just handling it you can hear it wants to roar like @orbitculture https://t.co/3pRPYNUwWk
116.4K views · 297 likes
· 11 reposts · 39 replies
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Well the 10 year went from 50bps to 500bps and stocks tripled. The 30 yr fixed mortgage went from 2,5% to 7% and home equity went from $20 trillion to more than
$30 trillion. Jeffrey sees it clearly. We are in backward land.
403.6K views · 2.7K likes
· 232 reposts · 143 replies
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Remember there were several books out about the 1990s bubble during 1999 including the Devil Take the Hindmost by Edward Chancellor, the New New Thing by Michael Lewis, and The Internet Bubble by the two Perkins’s. So yes a few of us are being loud about what is going on today
262.9K views · 1.3K likes
· 129 reposts · 57 replies
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$NBIS: Massive data center build-outs will eventually become ghost buildings because the idea of crowding space with "data centers" is detached from physical reality.
Reasons: severe supply shortages, grid limitations, and fierce local opposition.
Now, 201 Milan Parkway in htt
245.8K views · 219 likes
· 33 reposts · 11 replies
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Subscriptions to Cassandra Unchained through the web site avoid significant in-app fees.
https://t.co/oJNq10MmWZ
Or, subscribe for free to be notified when I drop Articles, Trading Posts, Short Thoughts, Notes, and when I start new Chat discussions, like I am about to do right
82.7K views · 62 likes
· 7 reposts · 4 replies
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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. https://t.co/LxRvSu2FL4
119.7K views · 319 likes
· 43 reposts · 21 replies
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Obituary. The AC/DC of Death Metal.
https://t.co/pK2bZRsdla @obituarytheband
131.1K views · 169 likes
· 10 reposts · 17 replies
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GUNDLACH: “We’re in backward land.”
@TruthGundlach @business https://t.co/8HyLTGXdwb
396.1K views · 634 likes
· 120 reposts · 34 replies
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Please donate to the Vanderbilt-Meharry Center for Excellence in Sickle Cell Disease Sickle Cell Development Fund https://t.co/Nydh14257Y
The Sickle Cell Development Fund has been selected as the Cassandra Unchained September 2026 Charity of the Month.
140.7K views · 220 likes
· 24 reposts · 17 replies
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Please donate to the Vanderbilt-Meharry Centr for Excellence in Sickle Cell Disease Sickle Cell Development Fund https://t.co/Nydh14257Y
37.1K views · 50 likes
· 4 reposts · 12 replies
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The Cassandra Unchained Charity of the Month for September 2026 is the Sickle Cell Development Fund of the Vanderbilt-Meharry Center for Excellence in Sickle Cell Disease. @VUMCDiscoveries @MeharryMedical @VUMChealth @mvalliance https://t.co/G0dRUcyXkG
229.6K views · 278 likes
· 18 reposts · 10 replies
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“One of the reasons why I am in favor of less government is because when you have more government, industrialists take it over, and the two together form a coalition against the ordinary worker and the ordinary consumer.”
— Milton Friedman
277.2K views · 8.1K likes
· 1K reposts · 194 replies
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@michaeljburry It will be interesting how the under 30s crowd react to the eventual fall out. I think there’s a lot more anger residing in the younger generation than many realize.
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· 0 reposts · 3 replies
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@michaeljburry This is going to lead to tremendous social conflict/unrest down the road. Unfortunate, because it is quite obvious to the common sense observer.
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· 3 reposts · 2 replies
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I am righteously indignant over the wealth transfer to the very few that these bubbles create. The whole system is about creating bubbles so the grift can happen, both inside companies, transferring wealth to their employees at obscene rates, and in politics, as we see all over.
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· 610 reposts · 307 replies
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Happy to announce that I have taken a role as Senior Advisor to Minerva Investment Management, led by Lakshmi Ganapathi and her global team at @UnicusResearch.
Unicus has built a formidable global reputation with hard-hitting credit analysis. I will enjoy my front row seat as
268.5K views · 1.8K likes
· 82 reposts · 117 replies
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Bears on AI spending have asked, "how will all this be monetized?" The answer has been commercial enterprises are already doing that by buying compute, burning tokens, maxing out that compute, that token usage."
There is good reason for that, but perhaps it does not inform https
202.9K views · 980 likes
· 120 reposts · 66 replies
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@michaeljburry Questioning ‘the science’ is responsible conduct. https://t.co/qo554zXwH7
2.8K views · 108 likes
· 16 reposts · 4 replies
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@michaeljburry Still happening to this day in major medical journals ⬇️ https://t.co/ah8loz9NSa
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7:29
@michaeljburry Man it’s really uncomfortable coming to terms with how fake everything I’ve ever known and grew up believing in really is. Taken me a while to get here but it’s clearly the sad truth. Just a massive charade by people with power and money.
747 views · 54 likes
· 0 reposts · 0 replies
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Just a reminder. Plus there was the death spiral warning on BBBY.
Just trying to help out.
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· 114 reposts · 182 replies
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When I ran money, investors wound ask me to share with them any alternative investments I like or can get behind. Now, I can share them with you.
They do not come along often.
487.3K views · 992 likes
· 61 reposts · 63 replies
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Em comparação com contas do mesmo porte
51 posts dos últimos 90 dias, ao lado da faixa de 1M–10M seguidores. aparece para muita gente, mas poucos desses espectadores reagem.
Mediana de visualizações203 159esta conta14 648mediana para 1M–10M
Alcance, %9.59%esta conta0.74%mediana para 1M–10M
Engajamento, %0.31%esta conta0.70%mediana para 1M–10M
| Métrica | Esta conta | Mediana para 1M–10M | Proporção |
|---|---|---|---|
| Mediana de visualizações por post | 203 159 | 14 648 | 13.9× |
| Alcance (visualizações ÷ seguidores) | 9.59% | 0.74% | 13.0× |
| Taxa de engajamento | 0.31% | 0.70% | 0.45× |
Outras contas desta faixa → Comparar com outra conta → Como estas referências são construídas →
Growth & engagement
How the posts we collected actually performed: views and reaction rate post by post, what the audience did with them, and where the follower count goes.
Views per post
131.1K19 Sep
119.7K
82.7K
488.7K
245.8K
262.9K
403.6K
116.4K20 Sep
146.4K
165.7K21 Sep
166.2K
205.4K22 Sep
205K23 Sep
118K
Last 14 collected posts, oldest on the left. The scale is logarithmic: one post can outrun the rest a hundred times over.
Engagement rate per post
0.15%19 Sep
0.32%
0.09%
0.43%
0.11%
0.58%
0.77%
0.30%20 Sep
0.28%
0.33%21 Sep
0.36%
0.61%22 Sep
0.16%23 Sep
0.25%
Reactions — likes, reposts, replies and quotes — divided by views. Median for 1M–10M accounts is 0.70%.
What the audience does
Likes73.8%31 294 in total
Reposts7.4%3 131 in total
Replies3.9%1 667 in total
Quotes0.7%310 in total
Bookmarks14.2%6 028 in total
Share of every reaction we collected for this account. Replies mean argument, reposts mean endorsement, bookmarks mean the post was worth keeping.
The follower curve appears once this account has two daily snapshots — we take one a day, and this one is on its first.
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