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 Nov 9 6 clicks

47h ago TTD $7.3B

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

Cestrian Capital Research 2 clicks

Nov 9 AMPL $2B

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

Cestrian Capital Research 2 clicks

From X

@P_Remarks Sep 15

Prepared Remarks on X

$orcl

@P_Remarks Sep 15

Prepared Remarks on X

$orcl

@stockgutter Sep 15

SG on X

@DeepSailCapital seeing far fewer good shorts now than usual. Considering $ROLR going into its launch of yet another prediction market.

@DeepSailCapital Sep 15

Deep Sail Capital on X

$RHI Looks solid for an entry here too.

@ACapitalLP Sep 15

A Capital on X

My issue with the JPM $APTV downgrade is the valuation framework. The report itself acknowledges RemainCo has a higher-margin software/interconnect mix and growing non-auto exposure, then continues to frame valuation primarily through a traditional auto-supplier relative-value lens. The entire point of the spin was to change the business mix. Why shouldn’t the valuation framework change with it?

@finphysnerd Sep 15

Myles on X

@DeepSailCapital $CURI. The licencing narrative is dead. They're playing accounting games with licencing revenue. Paying a dividend despite being very unprofitable. Streaming is declining. Still above a $100k market cap somehow.

@DeepSailCapital Sep 15

Deep Sail Capital on X

$CHPT on the recent move up seems like a good fade of a terrible EV business model that will continue to struggle. I think the move was partly a short covering so i think it fades over the next few months.

@DeepSailCapital Sep 15

Deep Sail Capital on X

$ARQQ was my top short going into last week, down 20% yesterday. I trimmed and will be adding on any moves up. It's years away from anyone caring about their product.

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 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 $372M

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 $7.6B

Trade Ideas Flow Nov 9 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 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 $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 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 $1.2B

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

Monday, November 9, 2026

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