Cassandra Unchained
Cassandra Unchained published 85 pieces between 2026-04-30 and 2026-10-22, covering 30 tickers plus 9 macro pieces with no single ticker. Quant Data extracted 1,643 discrete claims from them, of which 184 were directional statements on a named ticker. Over the last 30 days it published 12 pieces, about 2.8 a week. These are counts of what was published, not a judgement of it.
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What kind of claims it makes
| Claim type | Count | Share |
|---|---|---|
| numbers on the record | 595 | 36% |
| risks | 191 | 12% |
| directional statements | 184 | 11% |
| theses | 149 | 9% |
| competitive notes | 105 | 6% |
| catalysts | 102 | 6% |
| falsification points | 100 | 6% |
| contrarian points | 92 | 6% |
| valuation points | 68 | 4% |
| omissions flagged | 57 | 3% |
Claim types are assigned during ingestion. "Omissions flagged" counts places where the reader noted a piece gave a view without a target, a timeframe or a falsification condition.
Tickers it writes about most
Each piece is tagged with one primary ticker; passing mentions are not counted.
Most recent pieces
| Date | Ticker | Title |
|---|---|---|
| 2026-10-22 | — | Compression, The End of Moats |
| 2026-10-19 | — | Abridged Version Foundations: Performance in the Next Bear Market & the Caldera Under S. Park & Wall |
| 2026-10-17 | — | Foundations: Performance in the Next Bear Market & the Caldera Under S. Park & Wall |
| 2026-10-14 | — | Siloam Health - Health Care for Those in Need |
| 2026-10-11 | FNMA | Fannie Mae, Freddie Mac, Hong Kong stocks Value Stocks late in a Bull Market, and Consolidating a Big Short |
| 2026-10-08 | — | Short Thoughts: The AI Cloud Oligopoly, Stages of Grief & a Flashing Bear Market Indicator |
| 2026-10-05 | — | Trading Post October 5, 2026 |
| 2026-10-01 | NVDA | Don’t Believe Your Lyin’ Eyes, GPU Depreciation & Useful Lives |
| 2026-09-28 | NVDA | Short Thoughts: A Wall Street Titan Hands Us Part V.5 of Our Heretic’s Guide to AI’s Stars. |
| 2026-09-28 | MU | Trading Post September 28, 2026 |
| 2026-09-26 | MSFT | Abridged - Capital Cycle IQ & Forensic Files on the Big 5 Hyperscalers (MSFT, AMZN, ORCL, META, GOOG) |
| 2026-09-24 | MSFT | Capital Cycle IQ & the Forensic Files of the Big 5 Hyperscalers |
Days with a written note
- October 22, 2026 — Eight research pieces from five publishers: Tech and AI infrastructure face liquidation, Meta's funding plans spark concern, and Western Digital beats expectations
- October 19, 2026 — Ten research pieces from seven publishers: S&P 500 narrowness mirrors 2000 top, 2027 datacenter buildout accelerates to 50GW, and CoreWeave credit risks rise
- October 11, 2026 — Three research notes from Cassandra Unchained, Irrational Analysis, and Macro Charts cover Fannie Mae preferreds, the history of Intel's 3D XPoint, and macro rotation signals
- October 8, 2026 — Twelve research pieces from eight publishers: OpenAI's ARR accounting controversy, TSMC's capacity expansion, Micron's labor dispute, and China's speed-first AI safety regime
- October 5, 2026 — Quant Data Daily Research Notes for 2026-10-05: Eleven pieces from seven publishers covering macro liquidity, semiconductor substrates, enterprise AI security, and tactical options strategies.
- October 1, 2026 — 12 pieces from 9 publishers: Micron's fiscal Q4 and 2028 supply claims, Gemini 4 Argon, a silicon photonics foundry map, and a 5.33% US 10-year
- September 11, 2026 — Eight notes, seven publishers: Oracle's OCI beat and Nvidia's ballooning off-balance-sheet guarantees headline a day of AI-infrastructure stress-testing
- September 9, 2026 — Seven notes from six publishers: Meta Muse launch, Capital Wars maps a 5-6 year liquidity cycle, and a hedge fund trims its AI-chain shorts
- September 4, 2026 — Seven publishers, seven pieces: Damnang's optical re-rating map, Capital Wars on Treasury QE, Samsara's beat-and-raise, and a Marvell plasmonics tripwire list
- September 3, 2026 — Eight research notes from six publishers: Broadcom's $230B AI guide splits Wall Street, Snowflake's flywheel accelerates, and gold sits at a bull/bear fork
Counts are computed from Quant Data's ingestion ledger of Cassandra Unchained's pieces, drawn from publicly available Substack newsletters that Quant Data accesses through paid subscriptions. Titles belong to the publisher. Educational only: not investment advice, not a recommendation.
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