Big Short Investor Explains How the AI Bubble Could Burst
Steve Eisman argues the AI boom rests on a handful of companies and hundreds of billions in infrastructure spending, risking recession and a sharp market correction.
Monday, November 9, 2026
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Lee Roach on X
This is why I’m long $GME. Because of dumb Disney Adults. Go there sometime. It’s a bunch of adults without kids acting like children. Now these Disney adults are piling into trading cards. They are reliving their childhood because they will never have kids of their own. Even Toys R Us is reopening to target these morons. It’s turbo time.
junkbondinvestor on X
Remember during COVID, $RCL was raising debt (secured by 28 of its own ships btw) at 11% just to stay alive? Well, they just agreed to pay $3bn for Sandals, the biggest deal in its history 6 years ago, the question was whether they would still exist...how times change
kab60 on X
It's always weird when analysts don't address the elephant in the room - you'd think things were going splendid at $CHTR and they were running with net cash:
A Capital on X
$LPLA’s customer is the independent financial advisor, not the end investor. Advisors own the client relationship. LPL provides the custody, compliance and infrastructure. The idea that Muse justifies a 7.5% selloff is perception <> reality…
Maius on X
Love it or hate it, but the $GNRC / $AMZN deal is an extremely bearish read-through for the legacy backup power suppliers $CMI / $CAT. The equivalent would be $GM coming to China and taking 20% of the market overnight from BYD.
Barbarian Capital on X
AutoZone Expects Growth to Accelerate This Fiscal Year $AZO
Barbarian Capital on X
mentioned: $SCHW $LPLA $RJF $AMP $JPM $BAC $BKNG Meta’s Muse Comes for Financial Stocks
Investor Letters
All letters- Spheria — Global Smaller Companies Fund month ended 31 October 2026 SFM $4.8BSN $31B
- Rathbones October 2026 SBGSF $143BSIEGY $233B
- FCL Capital October 2026 ANPDF $28BBKNG $122B
- Protean Funds October 2026 AAK $4.8BLFABF $13B
- Horizon Kinetics 3rd Quarter 2026 TPL $19BLB $5.1B
- NS Partners Q3 2026 AAVMY $39BALBKY $12B
- Invesco — Small Cap Value Fund Q3 2026 AVTR $10BCRL $16B
- Arisaig Partners September 2026 CHA $2.4BJBFCY $2.8B
Quick Value #337 - Dana Inc (DAN)
Dana is combining with Eaton’s Mobility unit via a 1Q27 Reverse Morris Trust after selling a division, delevering and accelerating buybacks.
STRL: 80 new electricians a week
Sterling’s $4.1 billion backlog faces Texas permitting risk after a governor proposed a moratorium, while Connexion, Capital Asset Planning…
One Regulator Could Soon Unlock Altria And Cronos' Cannabis Fortune
Adult-use cannabis rescheduling would open Altria’s 42% Cronos stake to a U.S. market rerating.
Aseity Research 4 clicks
Roblox: Capture This Moment
Roblox’s Q3 FY26 DAUs fell year over year for the first time, while bookings declined 12% to $1.7 billion.
Nextpower: Its Biggest Growth Opportunity Now Lies Outside The Trackers
Nextracker's $6 billion order book supports cross-selling battery storage and inverters, now 22% of revenue, though acquisition-led growth…
Investor Overview 4 clicks
DoorDash and Google
DoorDash and Google.
Nova: Chip Complexity Is Driving Impressive Growth
Nova Ltd.'s Q3 revenue rose 28.2% as GAA, HBM, advanced DRAM and packaging complexity lifted demand, pushing non-GAAP margins to 35.5%.
Daniel James 1 click
Vicor Update, Part Four
Vicor’s Federal Circuit hearing put Foxconn’s disputed patent license under pressure, reinforcing its AI server royalty model and licensing…
Moody’s: Fasten Your Seat Belts, But Not for AI
Moody’s ratings business faces potential deceleration, while AI-related debt issuance and anti-data-center politics pose less risk than…
IREN Is Down 71%. Should You Buy the Dip?
IREN has fallen 71% despite AI Cloud revenue rising from $7.3 million to $200 million quarterly and more than $20 billion in contracted…
FND · long FLOOR & DECOR HLDGS
Floor & Decor operates 281 warehouse-format stores selling hard-surface flooring and accessories nationwide.
Expert Call | EMIB-T Packaging, Glass Core Roadmap & 2027 ABF Substrate Supply Outlook
Intel’s EMIB-T, glass-core roadmap and 2027 ABF substrate supply outlook are the focus of an expert call.
Ouster Q3 FY12/26 Earnings Review (OUST) - Stock Rating: Accumulate
Ouster grew Q3 revenue 50% to $59.3 million, shipped 27,000 sensors and guided Q4 revenue to $61 million to $64 million while posting a…
Floor & Decor 3Q26: Business Update
Floor & Decor’s 3Q26 sales rose 3% while comparable sales fell 1.4%; it cut 2027 openings to 10-15 as high mortgage rates pressure…
Floor & Decor 3Q26 Business Update: Profitability Grows Despite Weak Sales
Floor & Decor's 3Q26 sales rose 3% while comparable sales fell 1.4%; it slowed 2027 openings to 10-15 as high mortgage rates pressure…
Kimberly-Clark: Short-Term Worries Create A Buying Opportunity (Rating Upgrade)
Kimberly-Clark’s Kenvue merger targets $1.9 billion in synergies by 2029, supporting roughly 6% long-term EPS growth and continued dividend…
Gary Gambino 1 click
Blackbaud CEO: We will prove AI is a ‘tailwind’
Blackbaud CEO says AI will be a tailwind for the nonprofit software and services provider.
Procore CFO: Now we scale the business
Procore CFO Rachel Pyles discusses accelerating growth and economies of scale after an upbeat third-quarter report.
Diageo: First Quarter on Dave’s Plan Wasn’t Too Drastic
Diageo’s first quarter under CEO Dave Lewis showed modest price changes and regional growth outside North America, supporting a turnaround…
Tower Semiconductor Update, Part Two
Tower Semiconductor reported $526 million in quarterly revenue and extended photonics contracts through 2029, while its low-loss silicon…
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