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
"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
JBS Reports Lower Profit, Citing Difficult Operating Environment $JBS
Barbarian Capital on X
"signed a preliminary deal Monday to explore investments" Exxon Takes First Step Toward Investing in Venezuela $XOM
A Capital on X
Opening salvo or broken deal? $GFL
Psyop Capital on X
@MidwestHedgie $br
Barbarian Capital on X
We're not far from a banker pitching $GEV or $CAT on buying $PTON for behind-the-meter power.
Investor Letters
All letters- Spheria — Global Smaller Companies Fund month ended 31 October 2026 SN $31B
- Rathbones October 2026 SBGSF $143BSIEGY $237B
- FCL Capital October 2026 ANPDF $28BASML $575B
- Protean Funds October 2026 LFABF $13BNSIS-B $30B
- Horizon Kinetics 3rd Quarter 2026 TPL $19BLNG $64B
- NS Partners Q3 2026 AAVMY $39BALBKY $12B
- Akre Capital Management, LLC Third Quarter 2026 BN $96BCNSWF $53B
- JB Global Capital Q3 2026 BABA $262BPYPL $49B
One Regulator Could Soon Unlock Altria And Cronos' Cannabis Fortune
Adult-use cannabis rescheduling would open Altria’s 42% Cronos stake to a U.S. market rerating.
Aseity Research 1 click
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.
The TL Podcast for November 9th: The spy who loved me
Nvidia CEO Jensen Huang faced new revelations after a week of political upheaval and a broad technology-stock sell-off.
Jensen Huang’s Affair, The Culper Report, Huang’s Righteousness
Nvidia CEO Jensen Huang faces an unverified allegation involving a Chinese spy.
Speedrun | Upcoming Events This Week - [November 2 - November 6, 2026]
Week ahead lists Nvidia, earnings, inflation and PPI releases alongside Iran conflict developments.
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…
NEW POSITION: Google LEAPS
Alphabet bought long-dated GOOGL calls after a 12.6% earnings drop, betting AI monetization and distribution overcome capex pressure and…
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.
WD #353: Colombia, Earnings (INTR, BRKR, TEAM)
Colombia’s Abelardo de la Espriella signals tax cuts and an Ecopetrol revival, while Inter & Co.
Preview of the Week Ahead: W/C August 10, 2026
Week of August 10 brings CPI, PPI and retail-sales data after the S&P 500 rose 3.0% and Nasdaq 4.73%; Bitcoin remains below its 200-day…
💥New Chapter 11 Bankruptcy Filing - Hughes Satellite Systems Corporation💥
Hughes Satellite Systems, owned by EchoStar, and 11 affiliates filed Chapter 11 cases in the Southern District of Texas on August 2, 2026.
Uber: The Market Is Wrong, Time to Buy!
Uber trades at 16x 2027 earnings after robotaxi disruption fears drove shares 25% below their highs, despite 16% trailing growth.
Altria: Gradient
Altria's Q2 2026 smokeables earnings rose 2.4% as cigarette volume declines eased, while oral tobacco revenue fell 5.2% and volumes fell…
Warren Buffett: Why You Don't Need to be Right
Berkshire Hathaway compounded 19.7% for 60 years, driven by roughly a dozen exceptional decisions that outweighed hundreds of merely…
Netflix
Netflix's 46% decline leaves it above a 4% forward free-cash-flow yield, as subscription pricing and a $3 billion advertising business…
ACN · long Accenture PLC
Accenture has been repriced as an AI loser despite its expected near-term benefit from AI adoption.
Shopify 2Q'26: Sustained Miraculous Growth
Shopify sustained 30% FX-neutral GMV growth in 2Q’26, reaching roughly 44% of Amazon’s retail GMV as international, POS and B2B volumes…
SpaceX Disappoints, AI's Free Cash Flow Shrinks, Meta Struggles | The Weekly Wrap
Steve Eisman reviews SpaceX earnings, AI capital spending’s drag on free cash flow, Meta’s struggles, and the collapse of Situational…
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