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.
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.
$ODD up over 25% premarket on not-horrible results. Sometimes the best opportunities are in moves from bad to ok, rather than good to great.
Once again an awful day to be a 200-IQ $BUR holder
$VRRM *
Elon commenting on Spiegel’s post - first time that’s ever happened. Maybe it’s something. Probably not anything. But add it to the mosaic. $snap
$MCD traded at 15x PE in 2012, when just 81% of stores were franchised. Today 95% are franchised, the balance sheet is twice as levered and they have already raised prices far faster than competitors. Is this a table pounding idea at 19x NTM pe?
@TopCornerInvest Thanks. It wasn't based on the quarter. There's more to go here. $MUSA $CASY
$FICO could have just kept quiet and slowly raised prices. Instead they jacked it up 17x over 5 years and lost their 30 year monopoly. 'Anyone that has a monopoly will pretend that they're in incredible competition.' - Peter Thiel
The Pipeline: Blue Ridge $BRBS worked to shore up its business between two sale offers | S&P Global Market Intelligence
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DoorDash and Google.
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FND · long Floor & Decor operates 281 warehouse-format stores selling hard-surface flooring and accessories nationwide.
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IREN has fallen 71% despite AI Cloud revenue rising from $7.3 million to $200 million quarterly and more than $20 billion in contracted…
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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'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’s Kenvue merger targets $1.9 billion in synergies by 2029, supporting roughly 6% long-term EPS growth and continued dividend…
Blackbaud CEO says AI will be a tailwind for the nonprofit software and services provider.
Procore CFO Rachel Pyles discusses accelerating growth and economies of scale after an upbeat third-quarter report.
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