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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From X
A Capital on X
@edge_of_power Sounds like cope. Smart money says $CIFR is a 🍩
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
Farmer on X
Bought some $ABVX calls instead.
SG on X
agree this stand the next few days is pivotal for $RTY $IWM https://t.co/mA1V6mYYrZ
Investor Letters
All letters- Distillate Capital 2026 Q3 TOL $12B
- Ariel Investments Quarter Ended September 30, 2026 BIO $9.7BCRL $15B
- Rewey Asset Management 3Q26 UCTT $2.5BWDOFF $3.3B
- Hosking Partners Q3 2026 DHT $4.1BHAFN $5.4B
- 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
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October 2026 Random Ramblings
October 2026 market commentary covers SOLS’s cancelled merger, a hypothetical Starbucks-Chipotle deal, Russell 2000 weakness and AI…
Everyone wants to defend CoreWeave but who really knows
CoreWeave faces fresh skepticism as another AI trade selloff collides with bullish defenses of the company.
A Conversation With Ari Emanuel About Entertainment and AI
Ari Emanuel discusses AI’s impact on Hollywood, live events, social networks and the future of advertising.
Coherent | Management Call
Peabody Energy: The Recovery Case Depends On Centurion
Peabody Energy’s recovery case hinges on Centurion, coal-market leverage, capital allocation and balance-sheet strength amid commodity…
CAN Analyst 1 click
AEM · long Agnico Eagle Mines LTD
New Buy : Zoetis 🐕
Zoetis trades near 10x EV/EBIT after its selloff, with animal-health leadership, a $9.5 billion revenue base and companion-animal demand…
Planet Labs: Worth buying?
Planet Labs is assessed on whether satellite imagery has developed into a durable commercial market beyond Google Earth’s early novelty.
Adobe Business History
Adobe built PostScript, Photoshop and PDF into desktop-publishing standards, using free Acrobat Reader and integrated Creative Suite tools…
Intuit Investment Case Summary
Intuit’s investment case summary condenses the company overview and core thesis.
Cerebras June 2026 Earnings
Cerebras faces shareholder criticism over $700,000 to $850,000 WSE-3 rack pricing, alleged packaging-yield losses and SRAM-based KV-cache…
Weekend Thoughts: Malone’s Born to Be Wired Book; Thoughts on Cable; Is CHTR Cheap?
Charter’s $11 billion to $8 billion capex plan may not be durable as copper-network upgrades face fiber competition, while CHTR shares have…
Apollo and what even is private credit?
Apollo’s Marc Rowan argues private-credit risk depends on underwriting, seniority, leverage and diversification, not whether a bank or fund…
Wix: More Pain (Ticker: WIX)
Wix cut 2026 bookings guidance by $50 million and revenue by $25 million after layoffs and weaker agency-partner demand, deepening scrutiny…
Precision AI
Adobe’s licensed vector data, corporate workflow integration and compliance framework could give it an edge in precision AI as frontier…
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