Michael Burry Newsletter Hits 300k Subs, Theoretical Revenue Tops $113M

Burry's Substack reaches 300,000 subscribers in 231 days, implying $113.7M annual revenue at $379 fee, despite heavy losses on AI short positions.

Woofun AI reports that Michael Burry's Substack newsletter 'Cassandra Unchained' attained 300,000 subscribers 231 days after its November 2025 launch. With a $379 annual subscription fee, the theoretical maximum revenue stands at approximately $113.7 million, though actual figures depend on paying subscriber ratios and platform costs. Subscribers are distributed across 212 countries, with roughly 52% residing outside the United States.

Burry continues to short AI and semiconductor stocks, including NVIDIA, Micron, and Applied Materials, while holding value assets like PayPal, Lululemon, Alibaba, and JD.com.

However, his short positions face significant pressure as Micron surged 697% this year and other targeted stocks posted substantial gains. Burry anticipates capital rotation from AI hype back to traditional value assets as market sentiment cools.