Michael Burry's $379 Newsletter Launch: AI Bubble Warnings & NVDA Market Reaction

Michael Burry, known for the 2008 housing crash prediction, deregistered Scion Asset Management [5] and launched “Cassandra Unchained” ($379/year) to share AI bubble views [1]. His thesis links AI hype to dot-com/housing bubbles, criticizing Powell’s AI profitability comments [1]. Reddit users labeled it a cash grab (alleged NVDA/PLTR short losses), contradictory (closing fund but selling advice), and timing-irrelevant [4]. NVDA closed up 1.7% at $182.55 [0] due to $500B Blackwell orders [3].

1. Strategic Shift
   : Deregistration enables anonymous trading, aligning with newsletter monetization of 1.6M X followers [1].
2. Market Prioritization
   : NVDA’s rise reflects focus on fundamentals over guru advice [0,3].
3. Guru Distrust
   : Reddit’s critique mirrors broader skepticism of market experts selling advice [4].

: Long-term AI bubble risk (timing unknown [4]); unsubstantiated short loss claims eroding Burry’s credibility [4].
: NVDA’s AI-driven growth (Blackwell demand [3]); Burry’s newsletter as a contrarian signal for AI sector evaluation.

• Newsletter
  : $379/year, 21k+ subscribers [2], AI bubble focus.
• NVDA
  : +1.7% close at $182.55 (2025-11-24) [0].
• Core Debates
  : Contrarian views vs. fundamental strength; guru credibility vs. market reality.