Monday, November 9, 2026

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.

ORCL $363B

Steve Eisman 41h ago 6 clicks

34h ago TTD $7.3B

The Trade Desk (NASDAQ: TTD) Stock Rating: Upgrade To Accumulate After Q3 FY12/26 Earnings

Cestrian Capital Research 2 clicks

37h ago AMPL $2B

Amplitude (NASDAQ: AMPL) Stock Rating: Distribute After Q3 FY12/26 Earnings (No Paywall)

Cestrian Capital Research 2 clicks

From X

@OddDiligence Sep 20

Odd Diligence on X

@jukan05 Sounds like $PENG

@marginofdanger Sep 20 1 click

marginofdanger on X

Fundamental issue with $HHH is there is no return of capital to shareholders and no consistent base of earnings either. I strongly preferred the company as a real estate only situation. He massively overpaid for Vantage too. Will trade cheap to NAV until it’s truly shareholder friendly.

@BillAckman Sep 20 2 clicks

Bill Ackman on X

An excellent and insightful report on $HHH.

@BarbarianCap Sep 20 1 click

Barbarian Capital on X

Chevron plans drilling spree as it overhauls oil and gas search $CVX

@aleabitoreddit Sep 20

Serenity on X

@Pau1R0b $RDDT will probably get more accounts + revenue from AI bots that act like human so I’d guess earnings beat. Changing public opinion with AI is really bad for democracy and long term platform health though.

@aleabitoreddit Sep 20

Serenity on X

@cchronobreakk I mean Sam Altman was working on iris scan with his World project, so he probably saw it coming. But human verification is probably needed across the board now for each account. $RDDT doesn’t require much so platforms like that are first to be manipulated.

@aleabitoreddit Sep 20

Serenity on X

The internet is now cooked soon? With $RDDT to other social media like X more at risk due to AI. You can have new decision models like Jev making autonomous computer interaction at near $0 cost. (With actions becoming more human-like/adapative) Then LLMs outputs influencing behavior or leading conversations. So at scale, a malicious actor can spawn 50,000,000 bots just roaming the internet, with LLM prompts convincing people + manufacturing public opinion. The main bottleneck would be phone number, IP, account age, maybe hardware for compute + device identifiers (which is extremely cheap still)… rather than LLM cost. I’ve already anecdotally seen short sellers use AI bots to spread negative misinformation about companies like $SIVE. Or bots market ____ account as the best one to follow in the comments. Or as seen with X uncovering 200+ bots manipulating debate about datacenter public opinion. But the scale might be exponentially worse soon. Scary to think about.

@calvinblissett Sep 20 1 click

Calvin Blissett on X

@odynamite @mirror_mystery I run a concentrated portfolio and believe I have higher return opportunities. I have owned $KSPI for a while. I may buy some in small positions to scratch an itch

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.

DAN $2.1BETN $141B

Value Don't Lie 40h ago 3 clicks

SSR Mining: A Very Well Positioned Company For Long Term Growth

SSRM $5.6B

Daniel Bell 43h ago 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…

XRN $372M

Orphan REITs 44h ago 3 clicks

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…

STRL $7.6B

Trade Ideas Flow 44h ago 2 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.

RBLX $35B

TSOH Investment Research 46h ago 2 clicks

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…

NXT $15B

Investor Overview 47h ago 4 clicks

DoorDash and Google

DoorDash and Google.

DASH $79B

Stratechery by Ben Thompson – On the business, strategy, and impact of technology. Nov 9 8 clicks

Improvements Are Still Evident At C&F Financial Corporation

CFFI $342M

Crimson And Gold Research Nov 9 3 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…

BDCO $116M

Capital Employed Nov 8 5 clicks

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…

LSDAF $1.2B

Atrium Research - Equity Research Nov 8 4 clicks

FND · long

FLOOR & DECOR HLDGS

Floor & Decor operates 281 warehouse-format stores selling hard-surface flooring and accessories nationwide.

FND $5.6B

Value Investors Club Aug 11 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…

VICR $6.8B

CV's Substack Nov 8 3 clicks

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…

MCO $89B

Librarian Capital's Research Library Nov 8 3 clicks

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…

IREN $9.2B

Daniel Romero Nov 8 2 clicks

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.

INTC $309B

P Equity Research Nov 8 2 clicks

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…

OUST $2.4B

Cestrian Capital Research Nov 8 7 clicks

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…

FND $5.6B

Speedwell Memos Nov 8 1 click

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…

FND $5.6B

Speedwell Research Nov 8 1 click

Blue Dolphin (BDCO): A Tiny Texas Refinery Printing Money in a Diesel Shortage (1.3x P/E)

Blue Dolphin’s 15,000-barrel-per-day Texas refinery earned $2.18 per share in first-half 2026 as diesel shortages widened crack spreads,…

BDCO $116M

Calvin Blissett Nov 8 2 clicks

Blackbaud CEO: We will prove AI is a ‘tailwind’

Blackbaud CEO says AI will be a tailwind for the nonprofit software and services provider.

BLKB $2.4B

The Technology Letter Nov 7 1 click

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Monday, November 9, 2026

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