Market Cracks Under AI Debt Burden | The Weekly Wrap
Steve Eisman examines AI data-center debt, CoreWeave's tech correction and agentic AI's effect on banks as earnings season begins.
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Lee Roach on X
Target has been completely liquidated of every single Pokemon card and they put up this sign. I’m standing and watching this area and there have been dozens of grown me. Come into your look for Pokemon cards. Market sleeping on GameStop $GME with their entire thumb up their ass. https://t.co/9iA5sovJ8Q
Kuppy on X
Where were the signs..?? $CRWV https://t.co/YEEG8BJ02p
SG on X
in the spoon-bending world, today was more Amazing Randi than Uri Geller $BSP https://t.co/tYdep4viNo
SG on X
agree this stand the next few days is pivotal for $RTY $IWM https://t.co/mA1V6mYYrZ
Trevor Scott on X
$NVDA will just step in with some new capital to $CRWV. Not a good look having this bleed out..
Myles on X
@ArgonathCapital $IWM covers the junk and also covers market breadth which I'm bullish on.
Calvin Blissett on X
I kind of love this, sets up the capital slosh effect that happened in 2000s with the great rotation from tech to value. I think something similar happens here eventually and offers uncorrelated returns which will be more valuable. I will be eating dirt on value until then, clipping my coupons and buybacks. $KSPI $BOC $SLM $HHS $ZIM $CCLD $WU $HY $AMR $CNR $METC $HCC $FISV $YB $BTU $CNRD
Undiscovered Compounders on X
To the surprise of absolutely no one, the Copart-ACV deal is closed. $CPRT $ACVA Get ready to hear the word “synergies” everywhere. Now it’s up to Copart to show they’ll be good ones. https://t.co/sGgwasBBT1 https://t.co/DYsYj79dcA
Investor Letters
All letters- Distillate Capital 2026 Q3 TOL $12B
- Ariel Investments Quarter Ended September 30, 2026 CRL $15BZBRA $18B
- Guinness Global Investors third quarter of 2026 AFL $58BDANOY $44B
- Patient Capital Management 3Q26 ADBE $98BADYEN $33B
- Wedgewood Partners Third Quarter 2026 MSI $74BODFL $38B
- Artisan Partners Q3 2026 JPPTY $68BNGG $80B
- Frank Capital Partners Q3 2026 TLN $17B
- Asset Value Investors Ltd September 2026 CHDRF $85BSIEVF $10B
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