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Michael Burry Shifts Focus to AI Insights Newsletter

11/25/2025

Summary

Story summary

Michael Burry has closed Scion Asset Management to focus on his paid Substack Cassandra Unchained.
The newsletter provides insights on market trends and AI-focused strategies.
In his posts, Burry compares the AI frenzy to the dot-com bubble and calls Nvidia a modern-day Cisco.
He warns of AI infrastructure oversupply, suggesting demand may not keep pace with spending.
The newsletter has over 21,000 subscribers, signaling substantial interest in his analysis.

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Story summary

Michael Burry has closed Scion Asset Management to focus on his paid Substack Cassandra Unchained.
The newsletter provides insights on market trends and AI-focused strategies.
In his posts, Burry compares the AI frenzy to the dot-com bubble and calls Nvidia a modern-day Cisco.
He warns of AI infrastructure oversupply, suggesting demand may not keep pace with spending.
The newsletter has over 21,000 subscribers, signaling substantial interest in his analysis.