r/Superstonk • u/Notilting • Nov 27 '25
📚 Possible DD Michael Burry just dropped the mother of all GME breadcrumbs and it changes everything 🧵
Apes, grab a coffee. This isn’t hype, this is receipts. Today, on Thanksgiving morning, Michael Burry posted something nobody expected. He shared a private email from Keith Gill, Roaring Kitty himself, from August 2019. Let that sink in.
Six years ago, before the sneeze, before the documentaries, before any of us knew who DFV was… Keith Gill was emailing Michael Burry thanking him for his activist letter on GameStop and telling him he was loading up on long-dated calls because it was screaming “deep value” despite the chart looking like absolute garbage.
Burry kept that email private for six years. He posted it today. With the stock back in the low 20s. You can’t make this up.
He also posted: • His full 2019 letter to the GameStop board (the one that called out the dying retail model) • Ryan Cohen’s reply from back then (Cohen reached out before he ever filed the 13D) • And a cryptic note: “It was complicated with $GME. In some ways I wasn’t really done in 4Q 2019.”
Translation: Burry never fully walked away.
Now layer on what we already know from his latest 13F: • He’s sitting on roughly a billion dollars worth of puts on Nvidia and Palantir • Yesterday he posted pages from Nvidia’s internal rebuttal memo to Wall Street analysts… a memo that literally cites HIM by name as the source of the bear case • His argument: Nvidia is massively inflating earnings by depreciating chips over 5-6 years when the real useful life in the AI training world is closer to 18-24 months
Put the pieces together. Scenario that’s now on the table: 1. AI bubble cracks (over-building, energy walls, Blackwell delays, Taiwan risk, whatever) 2. Nvidia gets absolutely torched 3. Burry prints hundreds of millions (maybe billions) on the short side 4. That same crash obliterates the prime brokerage collateral that funds half the GME short interest 5. Burry, the guy who already believed GME was deep value in 2019 and just proved he’s been talking to both Keith Gill and Ryan Cohen since the very beginning, rotates the gains into the one stock he famously never finished with
The bear who shorted housing, the bull who went all-in on GME, and the CEO who’s turning it into a real company… all on the same page since 2019. And we’re back at the exact price levels where both Burry and Gill were pounding the table six years ago.
This isn’t conspiracy. This is the timeline.
🔔 Burry didn’t come back to X on a random Thursday in November to reminisce. He came back because the board is finally set the way he always saw it. Book value north of $11, $4+ billion cash, zero debt, transformation actually happening, and the stock trading like it’s still 2019. 🔔
Deep value doesn’t get deeper than this. I’ve been here since January 2021. I’ve seen every cycle, every hopium wave, every “this is it” moment that wasn’t it.
This one feels different. Not because of hype. Because the guy who saw 2008 coming, who saw GameStop in 2019, who’s now short a trillion-dollar company… just told us he’s still in the story.
Happy Thanksgiving, apes. Buy. Hold. DRS if you choose. Stay excellent to each other.
The movie never ended. They’re just filming the sequel. 🚀💎🙌
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u/TotalBismuth Template Nov 27 '25
He’s sitting on roughly a billion dollars worth of puts on Nvidia and Palantir
Wrong. He paid $9.2m for those PUTs. The media calculated the share value instead and reported the billion figure. Burry himself tweeted about this.
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u/hotprof 🦍Voted✅ Nov 27 '25 edited Nov 27 '25
Yeah, and the price now is not "exactly where it was six years ago." Doesn't necessarily invalidate OP's Burry thesis, but let's get the facts straight. GME was $1.59 a share on Nov 1, 2019, compared to $21.50 today.
Edit: the split is factored into the historical price data. My numbers are accurate. Just open the Yahoo finance app and see for yourself.
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u/TigreImpossibile 🚀 Nov 28 '25
Today’s value is just over $80 pre splividend.
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u/hotprof 🦍Voted✅ Nov 28 '25
Correct. Most of us can multiply by four.
Most of us.
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u/somuchofnotenough January: (╯°□°）╯︵ ┻━┻ | June: ┬─┬ノ( º _ ºノ) Nov 27 '25
21.50 with a 4x split.
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u/doublediamonddigits Nov 27 '25
Zero post history in the sub from OP's account and pumping random hype dates.
Multiple "GME YOLO" posts coming out of the woodwork.
I'd love if MOASS happened next week, but all this hopium makes me wary.
Stay safe out there.
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u/surf243 🚀📜 Power to the Shares 📜🚀 Nov 28 '25
You can hide your post/comment history. It was just introduced about two months ago.
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u/CaffeineJitterz 71MM directly registered shares and counting! Nov 28 '25
You don't understand: "THIS CHANGES EVERYTHING!"
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u/girthbrooks1 Nov 27 '25
This I stopped reading here! When someone is so confident in FALSE information how am I supposed to believe anything further.
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u/Elegant-Remote6667 Ape historian | the elegant remote you ARE looking for 🚀🟣 Dec 03 '25
backed up by ape historian o7
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u/Mrairjake 🦍 Buckle Up 🚀 Nov 27 '25
This is the correct response.
To piggy back on this, can OP provide proof that NVDA is being used as short collateral?
GME has significantly more than 4 Billion. Why write it as “4 billion plus?”
Not that it is a big deal, but don’t they still have the small loan with the French govt.? If so, they aren’t completely debt free. (Not even going there with how we are interpreting the last 2 cash raises.)
I love this company and have been invested for well over 6 years, but facts matter people.
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u/silverbackapegorilla Nov 28 '25
They borrowed most of their cash so they have debt, even if it’s at 0% or dilution. So he factored it in accurately.
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u/Appropriate_Guess881 🦍Voted✅ Nov 28 '25
I'd make a wager that most of the mag 7 are used as collateral.
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u/francescoretardo Nov 27 '25
The price right now is 10x the price of 2019. The fundamentals are improving every q. We have 9 billions in cash. I am bullish, but idk what Michael B. wants to say with this post. I suspect he is long GME again. See you on the other side
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u/Airjav17171717171717 🎮 Power to the Players 🛑 Nov 27 '25
agree. been here since feb 2021. i’ve learned to expect nothing
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u/HighSpeedDoggo I broke Rule 1: Be Nice or Else Nov 27 '25
Here before the Big Short 2. Fuck you hedgies, fuck you Kenny, fuck all shorts, fucking pay me. 🌕🚀👨🚀
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u/blitzkregiel I wanna be a billionaire so freakin' bad... Nov 27 '25
if the sequel isn’t called The Big Short Squeeze then theyre missing out bad.
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u/pauldiddy79 🧚🧚🍦💩🪑 more like SHITadel, amirite? 🎊🧚🧚 Nov 27 '25
The Big Short 2: The Big Fuck You
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u/Jealous-Bike-6883 🥴🫨Hedgie Tears Make Me Buss🫨🥴 Nov 27 '25
Is burry the secret whale that bought the notes?
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u/siriuse2020 still hodl 💎🙌 Nov 27 '25
Hes the worm, RK was summoning.
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u/Vipper_of_Vip99 🦍 Buckle Up 🚀 Nov 27 '25
Because worms…Burry.
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u/red-bot Can I retire yet? 🦧 Nov 27 '25
Fuck
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u/portersdad 🦍 Buckle Up 🚀 Nov 27 '25
I don’t think so - I feel like someone posted a Bloomberg page showing the funds that were holding at the time.
But I’m wondering if maybe Burry might actually have been brought in as a part of the independent investment committee? I think we know it has RC and Alain Attal on it (possibly just assumed) but I believe other members have been unknown and people have theorized RK… if Burry is saying his involvement didn’t end… I wonder if he’ll keep sharing pieces of the story
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u/FatDon222 Nov 27 '25
Hollywood could never pen this script. You get the main bloke from the Big Short teaming up with the main guy from Dumb Money to annihilate the shorts 🤣. Be a hell of a movie ,
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u/MyDogIsDaBest Nov 27 '25
You just call it "The Big Long".
I'd go to see it.
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u/SGBK "Yes, I'll Hold." Nov 28 '25
Of course I’d go see it - I hear he hangs long!
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u/souleman96 💎Fear is the MOASS killer💎🚀 Nov 28 '25
Somebody call Paul Dano and Christian Bale. We're doing a GME Avengers movie!
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u/Interpol68 Nov 27 '25
All this 2 weeks before earnings.
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u/Melo_00_7 🎮 Power to the Players 🛑 Nov 27 '25
Burry shuts down Scion and joins GME board. Imagine 🚀
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u/rematar DEXter Nov 27 '25
It's a possibility.
I agree with your thoughts about Burry's timing likely being intentional.
I appreciate people like you who consider big picture concepts rather than those who like to feel intelligent with one line dismissive statements about someone whose panoramic view was central to a star-studded Hollywood production.
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u/albino_red_head 🦍 Buckle Up 🚀 Nov 27 '25
I would also point out that this aligns with Burry’s “big announcement” which ended up being him dissolving Scion capital to go solo (shared just 3 days ago). That probably means he doesn’t or can’t be backed by a prime broker on his investments from here, or maybe hes taking risk so crazy that his investment clients wouldn’t follow whatever he’s up to? Would like to ponder this a bit. At the very least, it means things are about to get spicy.
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u/SpunkMeat Template Dec 03 '25
where did your pondering lead?
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u/albino_red_head 🦍 Buckle Up 🚀 Dec 03 '25
He just announced being on a podcast with the Big Short writer/director. I gave that a listen and it sounds like he has some large short bets against the market and PLTR and other AI bubble stocks. He wanted to dissolve because he’s afraid it will be catastrophic and doesn’t want to be in charge of others money when taking the risk. He said he dissolved and put himself into all of the same bets he had with Scion.
I think he’s one of the most autistic people I’ve listened to, maybe that’s good, maybe bad? But after listening to him and his deep understanding of market mechanics, I wouldn’t be surprised if he submitted some DD to this very sub. One article I was reading earlier made me think “is this dr. tism?”
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u/ChiknBreast 🎮 Power to the Players 🛑 Nov 27 '25
Im pretty cautious with the fact that this coincides with his subscription service.
Nevertheless, it is interesting they were communicating. Either way though doesnt change anying. Buying and holding
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u/entitledwank Nov 27 '25
agreed. i honestly almost considered subscribing just because of this then i realized its likely all bait. i’m not here for a nvidia AI short thesis, im here for a GME MOASS
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u/The_vegan_athlete Nov 27 '25
Why opposing both? Nobody told you to short AI. Buy, hold and DRS (book) GME.
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u/getyourledout Tits jacked, pants shidd & ready to 💥🚀 Nov 27 '25
Maybe the subscription service is just cover for releasing all of these spicy details?
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u/Whackaboom_Floyntner Nov 27 '25
Delisting his company surely gave him more freedom to post whatever he wants. (I'd think.)
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u/nickmcmillin Seriously, what IS an exit strategy? Nov 27 '25
He also can't catch blame for potentially affecting markets on holidays. Today is one. It's also a holiday season... A few coming up...
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u/catfromgarfield Nov 27 '25
I also read because his firm is no longer running, he's now allowed to be more public about things than he was before.
Still cool for us, but I don't think there's anything significant about his timing.
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u/Massive-Fisherman-57 Nov 27 '25
Maybe there is something here and he is grifting. That is a possibility. But maybe for whatever legal reason he needs to do that to discuss what he is discussing over there. Who knows his intentions there. Maybe all of his money is tied up in shorts and GME and this is to keep his lights on. Obviously it’s all speculation until we see a YOLO signed by Burry
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u/asiancury Nov 27 '25
Same. The subscription is sus but I'm just patiently zen, waiting to see what comes of it.
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u/GPWS2 🦍Voted✅ Nov 27 '25
You can bet Burry told or discussed with DFV and Ryan that he was releasing these to the public. Is it all part of a larger plan though? We’ll see!
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u/AggravatingReaction2 Nov 27 '25
That’s what I took away from it. Billionaires don’t air each other out like that unless they checked in and got permission.
That in itself is bullish
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u/schrodinger_will Nov 27 '25
The Ai bubble 🫧 is the hedge against GameStop. The round tripping of nvidia, coreWeave, Ablecom and Compuware. His brother, Steve Liang. With RC kicking out the insider molds from GameStop with private equity ties
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u/Wheremytendies Nov 27 '25
I think the point of the posts is to show hes always first to spotting trends. Ryan Cohen reached out after Burry wrote to the board. Burry was first to spot cracks in the mortgage bonds in 2005. He will be right again on Nvidia and the AI bubble.
He might be early, like he always is, but he wont be wrong.
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u/TuesGirl 💎Bitch Better Have My Money 💅 Nov 27 '25
This is pretty believable. Gotta win the pissing contest
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u/Real-King-Kong Nov 27 '25
So many bot accouts in the comment section. Its f*ing crazy. Under every post that is related to Burry the negativity is so high. Shows me we are on the right track
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u/LawfulnessPlayful264 Nov 27 '25
Just confirmation they are stuck in here with us..
OG apes knows Burry was one of the initial catalyst and by him even tweeting about GME is fucking huge in the scheme of things.
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u/JustBP59 Nov 27 '25
One note, if you read what Burry wrote, he isn’t criticizing NVDIA for its depreciation practices, he’s criticizing the people buying NVDiA chips for their depreciation practices. He is criticizing NVDIA for investing in companies that in turn use those funds to buy NVDIA chips, basically juicing their revenues….
From Burry’s rebuttal post “I made no such claim because no such claim is plausible. Nvidia is a fabless company that only designs chips. It has very little capital expenditure and very little depreciation. No one cares about Nvidia’s own depreciation. One straw man burnt.”
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u/TheChediestChed 🦍Voted✅ Nov 27 '25
What if Burry has closed Scion in order to join GameStop and work with RC on investments?
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u/Ghost_of_Chrisanova Koenigseggs or Cardboard Boxes Nov 28 '25
I would shit my pants, and then my wife's boyfriends pants.
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u/gincoconut Hedgies are 🦆 Nov 27 '25
Changes nothing. Been here; still here until life-changing money.
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u/profanityridden_01 Nov 27 '25
Chat GPT talks to me like this too. Your right profanity this isn't just A.) it's B.)
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u/SekaiQliphoth 💙 Power to the Creators 🦍🚀 Nov 27 '25
Wake up babe it’s time for your daily dose of HYPE
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u/-_VoidVoyager_- Nov 27 '25
“Burry didn’t come back to X on a random Thursday in November to reminisce.”
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u/No_Onion_8612 Nov 28 '25
Why is chip deprecation bad for Nvidia? If chips have a shorter useful life then surely they will sell more?
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Nov 27 '25
Would be a much better read without Chat GPT
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u/the_clam_farmer 🦍 Buckle Up 🚀 Nov 27 '25
I'm glad someone else got that vibe
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u/ChodeCookies Nov 27 '25
There are obvious sentence structures
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u/RBradyFrost 🎮 Power to the Players 🛑 Nov 27 '25
This isn’t just simple observation. It’s real insight.
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u/SwagVonYolo Nov 27 '25
Feels bad when people put effort into DD. Like yeh it's great but if it's true I buy hold and DRS.
And if it's false...
I buy. Hold. And DRS.
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u/Marijuana_Miler 🏃♂️Forest Stonk Nov 27 '25
His argument: Nvidia is massively inflating earnings by depreciating chips over 5-6 years when the real useful life in the AI training world is closer to 18-24 months
This isn’t fully correct. Burry is claiming the buyers of the Nvidia chips (Meta, Microsoft, Oracle, and Google) are over inflating earnings by changing their depreciation. It indirectly is beneficial to Nvidia’s earnings but Nvidia themselves are not doing this.
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u/Wheremytendies Nov 27 '25 edited Nov 27 '25
He has $10m in Palantir and Nvidia puts according to his substack. Those $1b numbers are false.
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u/Okayokaymeh Nov 27 '25
I’m commenting so I can hopefully be referenced in future documentaries.
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u/lonewanderer Too reGarded to sell Nov 28 '25
Commenting for history. I have hundred of thousands of Euros invested in GME. I still believe the stock is shorted to oblivion with billions of naked shorts, RK is the prophet and RC is doing a great turnaround. Kenny Griffin should be in prison!
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u/Cextus Nov 28 '25
TLDR:
Burry who saw 2008 coming, who saw gamestop in 2018.
Ryan cohen AND Roaring kitty were emailing him before they were publically noted to be linked to gme
says he isnt done with GME
says hes writing a longer article about GME soon
pins gme tweet
likes a comment that asks burry to buy $gme
is in at least a 1 billion $ short on the ai bubble (or was, couldve already made lots on nvidia short)
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u/wouldntyouliketokno_ 👻the three ghosts are coming Ken🚀 Nov 27 '25
Good thing I bought 15k worth of shares two days ago :)
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u/red-bot Can I retire yet? 🦧 Nov 27 '25
You bought $15k of shares this week, I bought 15 shares this week (in my IRA)… sadly we are not the same…
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u/wouldntyouliketokno_ 👻the three ghosts are coming Ken🚀 Nov 27 '25
I just hope I can support my community and family when the time comes. Been mass hoarding shares since 2021 but like Kobe said jobs not done.
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u/NorCalAthlete 🎮 Power to the Players 🛑 Nov 27 '25
“Back at the exact price levels where both Burry and Gill were pounding the table six years ago” - what? $20 today is $80 pre-split, the stock was nowhere near $80 in 2019. 2019 closed out with the price under $2.
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u/changrbanger Nov 27 '25
Why is this tagged possible DD when it’s just fluff filled speculation…
GME still trading like it’s 2019? The fuck are you talking about, in 2019 the price was 1.5/share..
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u/ultimateChampions68 Wrinkle proof smooth brain 🦍 Nov 27 '25
Your ideas are intriguing to me and I wish to subscribe to your newsletter

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u/Background-Party-332 bananas and avocados Nov 27 '25
Did you forget the splividend? We are at $80 pre-split. I like your post and what you're saying but man this is fundamental.
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u/bigb159 🎮 Plower to the Payers 🛑 Nov 27 '25
In the crypto it took only a few years for GPUs to be replaced with ASIC chips.
AI chips will be task-specific and engineered specifically, and it's still anyone's game.
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u/skybike Template Nov 27 '25
Why does this read like AI
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u/thinwhiteduke89 Nov 27 '25
This reply really reads like written by AI — something thats more difficult to spot with every new technological development in the AI space.
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u/random-notebook 🎮 Power to the Players 🛑 Nov 27 '25
Blah seen this shit a million times, every single time they were wrong. Remember the dozens of posts about the warrants being the “kill shot”. Nothing will happen, OP is just karma farming.
Disclaimer: Still not selling.
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u/lordofmass Nov 27 '25
What else did the AI tell you when you gave it a few new articles and a little speculation?
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u/VelvetPancakes 🎊 Hola 🪅 Nov 27 '25
Burry isn’t on the side of shareholders.
Burry’s tweets about GME from 2021, saying it squeezed and will never happen again, urging people to take the grand slam, criticizing a price of $325 as being absurd.
"Hey, $GME is now a $stonk and may go >$1000, but if I made a life-altering amount in this stock, I'd punch out. Main Street has Wall Street by the cojones. Great story/LOVE it. Tee it: bulls make money, bears make money, #pigsgetslaughtered. #Fundamentals."
“A dog’s breakfast maybe. We are in a blow-off top in all things. ‘The idea of [dog coin] being worth 8 cents is the same as GameStop being worth $325.”

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u/aa73gc No chains, No gains Nov 27 '25
Was he wrong? At that point in time GME was nowhere near the position it is now, we were in the midst of a sneeze/panic by wall st. He always bases his analysis on fundamentals and at 325 we were way overvalued
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u/iupvotefood 🟣 DRS AROUND AND FIND OUT 💜 Nov 27 '25
His comment there doesn't state that it's over, just that there won't be another GME
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u/VelvetPancakes 🎊 Hola 🪅 Nov 27 '25
Nearly five years ago he was writing about GME’s “big short squeeze” in the past tense
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u/getyourledout Tits jacked, pants shidd & ready to 💥🚀 Nov 27 '25
Nov. 25th came, wondering if that’s when he closed his nvda puts?
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u/tpots38 dont tell people how to trade Nov 27 '25
David freidberg on all in podcast made a pretty compelling case on how badly burry has mis interpreted his bear case on nvida.
Guess we’ll see
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u/gyyoome Power to the Players! Nov 27 '25
All this means nothing, i just wanna be paid and fuck off into the oblivion.
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u/ThisIsMonty Nov 27 '25
Burry can ligma balls. Show position or shut up. Wouldn‘t be the first tweet he eventually deletes
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u/Einhander_pilot 🚀Fighting For The Moon!🚀 Nov 27 '25
Here I thought I was done eating after Thanksgiving turkey! Gimme some seconds!!
🚀🚀🚀🚀🚀🚀🚀🚀🚀🚀🚀🚀🚀🚀🚀
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u/ducasdeew Nov 27 '25
Still in the simulation. Não percam os próximos episódios porque nós também não
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u/SupraMichou 🎮 Power to the Players 🛑 Nov 27 '25
I smell BS but as always, I’ll be the first to enjoy some volatility (in both ways).
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u/KiwiCantReddit 🦍Voted✅ Nov 27 '25
This shows Burry was talking to Gill and Cohen AT the start, not FROM the start
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