Michael Burry Unchained: 'Big Short' Attacks Nvidia On Substack

Core Insights - Michael Burry has closed his hedge fund, Scion Asset Management, to focus on a paid Substack newsletter titled "Cassandra Unchained" [1][2] - The newsletter will cover stocks, market trends, economic situations, and investment lessons from Burry's 25 years of experience [3] Market Analysis - Burry has identified the current AI boom as a central theme in the market rally, comparing it to the dot-com bubble of the early 2000s [4] - He specifically criticized NVIDIA Corp. as a modern-day Cisco, suggesting that the excessive investment in AI infrastructure is leading to oversupply and excess capacity [5] Subscription Model - The newsletter is offered at a subscription price of $39, with Burry promising to deliver "one or more pieces" each week [5] - Burry emphasized his ongoing commitment to market analysis, stating that he is not retired and enjoys analyzing companies and markets daily [6]