Cassandra Unchained — sniff.trade

Cassandra Unchained

7 episodes · 13 trades · 1 speakers

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TRACKED TRADES

@michaeljburry

4w

Trading Post June 25, 2026 - by Michael Burry

IDEAS · 2

BABBABALONGChip-mania technical selling has pushed China's leading HK-listed stocks near lows; Burry adds as pressure is not fundamental$124.20+29.84%›EWYEWYLONGSemiconductor mania pulls dedicated Asian fund capital into South Korea, lifting the KOSPI with continued chip-driven momentum$155.32-21.78%›

@michaeljburry

4w

Software & Payments Stocks Part II: Productivity Tools and Cybersecurity

IDEAS · 4

NVDNVDASHORTNVIDIA's $182B non-fungible supply commitments and tokenmaxxing-driven fake demand signal a Cisco/Sun-style blowoff collapse$202.06-6.91%›QQQQQQSHORTBroad Nasdaq tech at a blowoff top as AI bezzle demand is exposed as temporary tokenmaxxing, not durable enterprise revenue$684.00+2.04%›ADBADBELONGAdobe at 14-year valuation lows is a deeply undervalued incumbent with an IP-custody moat that AI agents cannot replicate, trading below intrinsic value$252.58+24.61%›DOCDOCUSHORTDocuSign still trades at 4.26x intrinsic value despite an 85% drawdown, with negative real earnings per dollar after SBC and AI displacement threatening its core e-signature business$55.34-22.52%›

@michaeljburry

4w

[Abridged] lululemon athletica (LULU): Where is John Galt?

IDEAS · 1

LULLULULONGLULU trades at sub-10x earnings and sub-3x tangible book; bad management exit is the catalyst, not the risk$115.98+0.05%›

@michaeljburry

1mo

MEGA Trading Post/Short Thoughts Mash-Up June 2, 2026

IDEAS · 2

PLTPLTRSHORTPalantir trades at ~16x intrinsic value on AI hype; Burry has active short via puts$123.38-11.30%›SP5SP500SHORTBurry shorts broad indices via puts as AI-mania drives valuations to historic extremes and non-theme stocks get repeatedly crushed$732.81+0.39%›

@michaeljburry

1mo

Trading Post June 25, 2026 - by Michael Burry

IDEAS · 2

BABBABALONGHang Seng selloff is technical chip-mania rotation, not fundamental — China's leading companies near lows are a buy$124.20+28.76%›EWYEWYSHORTKorean equities are at YTD highs on semiconductor mania capital inflows — a technical overshoot with no fundamental backing$155.32+21.06%›

@michaeljburry

1mo

England’s health service has acknowledged that some of its main claims about the benefi…

IDEAS · 1

PLTPLTRSHORTNHS England admits Palantir's headline NHS benefits are not causally proven, putting the £330M contract at risk and stripping the government-contract growth narrative.$123.38-6.83%›

@michaeljburry

1mo

Cassandra Unchained | Michael Burry | Substack

IDEAS · 1

LULLULULONGLULU at GFC-era valuation floor (<3x tangible book, <10x earnings) with China +19% growth makes the downside near-zero — a value-floor long.$115.98-3.63%›