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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Barbarian Capital on X
"has become a political lightning rod in Virginia" Giant Merger of NextEra and Dominion Could Fail Amid Anger Over Electricity Bills $D $NEE
Barbarian Capital on X
"stock fell nearly 40% after complaints that its oat bars posed a potential choking hazard" Toddler-Snack Recall Tests Organic-Food Maker Once Upon a Farm $OFRM
Barbarian Capital on X
Skydance Plans to Cut $6 Billion in Costs Following Warner Bros. Deal $SKYD
Barbarian Capital on X
"pre-orders for “GTA VI,” which drops Nov. 19, have reached unprecedented levels" Take-Two Interactive Software Reports Lower Revenue Ahead of ‘GTA VI’ Launch $TTWO
Barbarian Capital on X
"after third-quarter sales came in lower than expected" Hims & Hers Narrows Sales Outlook $HIMS
Barbarian Capital on X
JBS Reports Lower Profit, Citing Difficult Operating Environment $JBS
A Capital on X
Opening salvo or broken deal? $GFL
Investor Letters
All letters- Spheria — Global Smaller Companies Fund month ended 31 October 2026 SFM $4.8BSN $31B
- Forager Funds Management October 2026 OFX $70MPLT $96M
- 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
- Bison Interests third quarter 2026 OILSF $949M
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.
SSR Mining: A Very Well Positioned Company For Long Term Growth
Daniel Bell 1 click
Seed Corn
Chiron’s failed $49 million Beaumont sale and $178 million Pinnacle acquisition leave XRN with $70 million of liquidity and medical-office…
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…
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 2 clicks
DoorDash and Google
DoorDash and Google.
Improvements Are Still Evident At C&F Financial Corporation
Crimson And Gold Research 2 clicks
41 Stock Pitches (2nd-8th November) 🟢
Blue Dolphin Energy trades near 1.3 times earnings as its Texas refinery benefits from diesel shortages, with projected 2026 EBITDA of $111…
Diamond Estates: Research Note
Diamond Estates converts $4.7 million of Lassonde debentures at a 69% premium, cutting debt to $10.9 million and raising Lassonde ownership…
SE · long Sea Limited
Sea Limited is pitched as a GARP long, backed by AI tailwinds, founder-led execution and emerging-markets exposure despite competitive and…
Nobody Owns the Beach: A West Maui Land Company Trading Below Book
Kaanapali Land trades near $31 versus $48.50 book value after a $20 million Lahaina sale, with West Maui land value constrained by lengthy…
Note on Fiserv CEO Change & Huntsman/Olin Merger
Fiserv fell nearly 10% after CEO Mike Lyons left for Truist, while Olin's stock-funded 0.5476-share offer values Huntsman below its prior…
The Arithmetic: How a $9 Spanish-Language Broadcaster Becomes a $100 AdTech Stock
Entravision’s path from a $9 Spanish-language broadcaster to a $100 adtech stock rests on an adtech-driven valuation model.
Weekend Digest #346 (AVAL, SpaceX QQQ & Passive Indexing, CBOE Vs. Kalshi)
Grupo Aval has doubled from entry, with further upside tied to Colombia’s new government.
Quick Value #318 - Campbell's (CPB)
Campbell's trades at 10-11x earnings and a 7% yield after shares fell over 50%, while 4x leverage, weaker volumes and margin pressure…
AnaptysBio (ANAB)
AnaptysBio’s Jemperli royalty receipts rise after a Sagard financing obligation ends in 2027.
What I've Been Reading
Yesway, Dollar General and Expedia feature in a research roundup spanning convenience retail, discount stores and AI-driven travel search.
Dance with the Devil (Nasdaq: ILPT)
ILPT’s Hawaii ground leases and US warehouse portfolio are improving, while five-year fixed-rate refinancing eases the debt burden created…
Everyone Bought the Shovels
Element Solutions sells consumable chipmaking chemistry, with a $75 target from $44 based on an AI-driven semiconductor-materials rerating.
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Ordered by how often our editor reaches for them.
