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"Big Short" Michael Burry's Substack newsletter "Cassandra Unchained" has surpassed 300,000 subscribers, with a theoretical annual income of $113.7 million.
svmuu.com12/08/2026 20:27
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Michael Burry's Substack investment newsletter, "Cassandra Unchained," has surpassed 300,000 subscribers 231 days after its launch. Based on an annual fee of $379, the newsletter's theoretical annual revenue is approximately $113.7 million. Burry founded the newsletter in November 2025 as his primary platform for publishing real-time portfolio updates, valuation analyses, and detailed trading records. He recently disclosed in the newsletter that he is going long on value stocks such as PayPal, Lululemon, Alibaba, and JD.com, while shorting AI and semiconductor stocks like NVIDIA, Micron Technology, and Palantir. However, his short positions have faced significant paper losses year-to-date.
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