المنشور

Michael Burry’s Substack “Cassandra Unchained” hit 300K+ subscribers in 231 days, with theoretical annual revenue of $113M. Despite heavy losses shorting AI stocks, his newsletter may be his most profitable venture this year. Burry also disclosed long positions in PayPal, Lululemon, Alibaba, and shorts on Nvidia, Micron, Palantir. Is Burry’s influence now stronger as an investor—or as a financial storyteller?