Michael Burry's Substack newsletter hits 300,000 subscribers, sparking speculation of a $113 million annual revenue potential

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โดย Moneywise.com under the title·Read original
Summary · why it matters

Michael Burry's Substack newsletter, Cassandra Unchained, has surpassed 300,000 subscribers since launching in November 2025. The newsletter charges $39 per month or $379 per year, though the total includes free readers, and Substack does not disclose the number of paid subscribers. If all 300,000 were paying, annual revenue could theoretically reach $113.7 million, but analysts note the true paid figure is likely a fraction of that. Burry deregistered his hedge fund Scion Asset Management to focus on the newsletter, which features his bearish thesis on artificial intelligence and trade disclosures including short positions on Nvidia, Palantir, and Tesla.

Impact on stocks 4

Artificial Intelligence▼ · 1 stocks
NVIDIA Corporation
NVDA
▼ NegativeDemandrelevance

Burry's bearish thesis on AI and disclosed short position on Nvidia

Defense & Geopolitical Fragmentation▼ · 1 stocks
Electrification & Mobility▼ · 1 stocks
Tesla Inc
TSLA
▼ NegativeDemandrelevance

Burry's disclosed short position on Tesla

Semiconductors▲ · 1 stocks

Off-coverage companies 1

Scion Asset Management, LLCPrivate± Mixed
Capitalrelevance

Burry deregistered Scion Asset Management to focus on newsletter

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