ClaimsMichael Burry

“I am actively working on posts some of you are expecting - GME Part 2, the Heretic’s Guide Part 3, the LULU and Palantir pieces.”

Michael Burry, posting on X 22 January 2026 Post by @michaeljburry on X, 2026-01-22 (X)

Promise Their own work or organisation

Michael Burry said he was actively working on posts readers were expecting: GME Part 2, the Heretic's Guide Part 3, and the LULU and Palantir pieces.

Unresolvable The public record could not settle it.

Promise: Commitments to the person's or organisation's own future action, with something to deliver: was it delivered?

The evidence is the person's or their organisation's own records.

What would count as true or false

The claim has four deliverables: (1) GME Part 2, (2) the Heretic's Guide Part 3, (3) a piece on Lululemon (LULU) and (4) a piece on Palantir, each published by Burry (on Cassandra Unchained or another public channel). No deadline is given, so judge as of the evaluation date (2026-11-04). True: all four were published. Mostly true: three of four were published. Mixed: two of four were published. Mostly false: one of four was published. False: none of the four was published by the evaluation date, as shown by the dated post archive.

Set before the research began.

Evidence (8)

  1. E1 Michael Burry (@michaeljburry) Substack · 31 May 2026 Own record

    “Cassandra Unchained The Heretic’s Guide to AI’s Stars Part III: Tracepalooza & the Bezzle AI Demand, Offshore Financing, & Compression Too”

  2. E2 Michael Burry (@michaeljburry) Substack · 14 December 2025 Own record

    “Working on the GME piece, and I will push the release date to later this week, will not drop Sunday, my apologies.”

  3. E3 Archive - Cassandra Unchained Cassandra Unchained (Substack) · 4 November 2026 Own record

    “Trading Post/Short Thoughts Mash-Up October 11, 2026”

  4. E4 Cassandra Unchained Substack (Cassandra Unchained feed) · 24 October 2026 Own record

    “Foundations: The Fate of the S&P 500’s Worst Stocks, the Y2K Analogue, and Time for Small Caps?”

  5. E5 Cassandra Unchained Substack (Cassandra Unchained feed) · 25 October 2026 Own record

    “<lastBuildDate>Sun, 25 Oct 2026 00:10:18 GMT</lastBuildDate>”

  6. E6 Final Stop GameStop: The Jig is Up Cassandra Unchained (Substack), Michael Burry · 26 January 2026 Own record

    “So here we are with the second and final post in the GameStop series.”

  7. E7 The Heretic’s Guide to AI’s Stars Part III: Tracepalooza & the Bezzle Cassandra Unchained (Substack), Michael Burry · 22 May 2026 Own record

    “The Heretic’s Guide to AI’s Stars Part III: Tracepalooza & the Bezzle”

  8. E8 Michael Burry (@michaeljburry) Substack · 27 June 2026 Own record

    “This is a 1500 word version of the original 5200 word article.”

Reasoning

Two of the four deliverables were published: the second and final GameStop post on 2026-01-26 (E6) and The Heretic's Guide to AI's Stars Part III on 2026-05-22 (E7, E1). None of the evidence mentions a Lululemon or Palantir piece. The archive and feed quotes each show only one post title (E3, E4), so they neither confirm nor rule out those pieces. The outcome could be anything from mixed to true, so the evidence does not settle the claim under the criteria.

Cite this claim

Michael Burry, “Michael Burry said he was actively working on posts readers were expecting: GME Part 2, the Heretic's Guide Part 3, and the LULU and Palantir pieces.” (said 22 January 2026). Verdict: unresolvable. Reliability API, claim c_081a3d103efc, method 0.1.0+c876030c, dataset release v1.1.2. https://epistacklabs.com/claims/c_081a3d103efc

This claim is in dataset release v1.1.2, with the same verdict.

Reply to this claim

For Michael Burry, or someone speaking for them: a correction or counter-evidence. Replies are read before anything is shown; an approved reply shows your name, role, date, statement and link. Your email address is never shown and is deleted 30 days after the decision (privacy).

More promise claims by Michael Burry

  1. Delivered on time Promise 2001
    “Also, the minimum initial investment in the Fund for future investors will be raised to $250,000 as of the July 1, 2001 investment date.”

    The Scion Value Fund's minimum initial investment for future investors will be raised to $250,000 as of the July 1, 2001 investment date.

All of them

Verdicts are made automatically; how verdicts are made.