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 $400B

Steve Eisman Nov 9 6 clicks

Nov 9 TTD $7.6B

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

Cestrian Capital Research 2 clicks

Nov 9 AMPL $2.2B

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

Cestrian Capital Research 2 clicks

From X

@cfrischer1 Jun 14

Charles Frischer on X

$NN I believe the Part 15 opposition is simply trying to get something for free. If they really wanted to secure this space they would just simply buy $ATEX for a 100% premium to their $1.5 billion market cap. Simple, problem solved!

@cfrischer1 Jun 14

Charles Frischer on X

$NN They won’t do that because they really don’t believe the problem exists. If they did, they could solve this problem in one phone call to the CEO of $ATEX. They will never make that phone call because deep down, they don’t believe in their own claims of interference.

@cfrischer1 Jun 14

Charles Frischer on X

$NN The main opposition at this point of the process is from Part 15 devices. They claim that the NN proposal will destroy the U.S. because of potential interference. Part 15 devices are too vital to America to allow NN to modernize the 900 MHz band.

@cfrischer1 Jun 14

Charles Frischer on X

$NN The opposition claims that the entire economy is reliant on Part 15 devices and that potential interference, which they have not proven at all, will bring down the GDP of the country. They believe we can’t let this happen.

@cfrischer1 Jun 14

Charles Frischer on X

$NN Giant important companies have joined in this chorus. If this were potentially true, what if a relatively simply, cheap, solution could be found to solve this problem. Would’t these big, giant companies try to control the entire economic production of Part 15 devices.

@DevinLaSarre Jun 14

Devin LaSarre on X

Newest out. Maker of Men "Buck Duke, American Tobacco, and an enduring legacy." $BTI $IMBBY $LOG $PM $MO $STG $HAYPP

@Mike10947310 Jun 12

Mike on X

Now that we've all survived SpaceX day, I think some space names will (hopefully) trade more based on biz momentum. One example: $KVHI's inclusion into the NASA ETF has largely dictated how it's been trading (contributed to the strong runup and recent decline). NASA flows have totally dominated price action. However none of that matters for how the business is actually doing (see below).

@ActAccordingly Jun 12 1 click

PAA Research on X

Is the price action in every other space related company today a cautionary tale for $SPCX as to what could happen with $MAGS and other tech leaders when #anthropic and #OpenAI go public later this year or does it simply reflect an uninspired pricing on $SPCX and a stock that might not be up in the absence of $GS support? $RKLB $LUNR $ASTS $PL $RDW

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 $2.3BETN $140B

Value Don't Lie Nov 9 3 clicks

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

SSRM $5.6B

Daniel Bell Nov 9 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 $391M

Orphan REITs Nov 9 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 $9.3B

Trade Ideas Flow Nov 9 3 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 $38B

TSOH Investment Research Nov 9 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 Nov 9 4 clicks

DoorDash and Google

DoorDash and Google.

DASH $78B

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 $345M

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 $109M

Capital Employed Nov 8 6 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 $1.1B

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 $5.3B

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 $7.8B

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 $8.8B

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 $332B

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 $2.8B

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 $5.3B

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 $5.3B

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 $109M

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

Charles Frischer on X

Charles Frischer on X

Charles Frischer on X

Charles Frischer on X

Charles Frischer on X

Devin LaSarre on X

Mike on X

PAA Research on X

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