Michael Burry
· Cassandra Unchained
· May 15, 2026 at 13:26
· ⏱ 1 min read
| Read on Substack ↗
Summary
The author introduces the first installment of a comprehensive six-part series analyzing 46 software and payments stocks. The introduction briefly highlights the profound impact and awe-inspiring arrival of artificial intelligence for software investors.
•The article is the first in a planned six-part series covering a total of 46 software and payments stocks.
•The author notes that the arrival of AI has been a stunning and inspiring development for investors in the software sector.