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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.

CRWV $34B

Steve Eisman 3h ago 1 click

7h ago GLOO $298M

GLOO: Gloo's own filings make the short case

Guardian Research 3 clicks

8h ago BMBL $783M

TSOH Weekly Roundup (10/16/2026)

TSOH Investment Research 4 clicks

From X

@finphysnerd 22m ago

Myles on X

Continuing to add Biotech long short exposure aggressively here. Just longing anything smart people/funds are long and shorting anything with high short interest that's a bit squeezy as a basket, plus shorting some $XBI. Nearing 10% gross exposure.

@finphysnerd 50m ago

Myles on X

Had a 2.7% up day today, which is my best day since starting to manage money last year. Back to all time highs courtesy of $SITC, plus everything else lining up nicely today. Feels good after an absolute grind of a month.

@KEDM_COM 1h ago

KEDM.com on X

A company that is not having a good time is the recent spin-off, Honeywell Aerospace $HONA, which is still not recovering from the poor set of results. A reminder that these guys are targeting 6-8% organic growth through 2030, with EBIT and FCF growing faster than revenue. The business combines leading OEM positions with a large aftermarket franchise, including the #1 position in APUs (~65% share) and the #2 position in avionics. Cheaper than its peers, but for a reason? That's why it's interesting to see the first insider buying shares on the open market.

@ACapitalLP 3h ago 1 click

A Capital on X

@edge_of_power Sounds like cope. Smart money says $CIFR is a 🍩

@leevalueroach 3h ago 2 clicks

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

@hkuppy 4h ago 1 click

Kuppy on X

Where were the signs..?? $CRWV https://t.co/YEEG8BJ02p

@irbezek 4h ago

Ian Bezek on X

@valuedrift Without naming that which should not be named, it is interesting Mexico $EWW is up 1.3% today.

@stockgutter 4h ago

SG on X

in the spoon-bending world, today was more Amazing Randi than Uri Geller $BSP https://t.co/tYdep4viNo

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FBRT · long

Franklin Bsp Realty Trust In

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