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.

NVDA $4.6TORCL $363B

Steve Eisman Nov 9 6 clicks

47h ago META $1.6T

Anthropic vs Meta: Room to Be Wrong

MBI Deep Dives 4 clicks

47h ago ETN $141B

Quick Value #337 - Dana Inc (DAN)

Value Don't Lie 3 clicks

From X

@IdeaBrunchEmail Feb 19

Idea Brunch on X

Check out our new Idea Brunch with Jeff Cherkin @_Tourlite Tickers mentioned include $PRM, $APG, and $MCE

@gatorcapital Jan 2

Derek Pilecki on X

CD rates in the local paper $SCHW $OZK What are the highest rates you’ve seen?

@IdeaBrunchEmail Nov 20

Idea Brunch on X

Here's our newest interview with @GeoffreyBSeiler! Tickers mentioned: $TRUP, $COTY, $ET

@gatorcapital Oct 3

Derek Pilecki on X

$BCS bought back 3.9% of shares in Q3 at an average of 54% of tangible book value("TBV"). Accounted for 22% of volume (excluding ADR volume). Repurchasing shares at a discount to TBV increases TBV from 296 to 301 ex-other Q3 items like earnings and reserves.

@gatorcapital Aug 16

Derek Pilecki on X

@JohnHuber72 If Dimon is so bullish on Mexico, he should have $JPM buy BanaMex from $C instead of buying a Mexican ETF for his PA.

@gatorcapital Jul 18

Derek Pilecki on X

$GS counting AUM from the NN Investment Partners acquisition as Net Inflows during Q2 is not a good look.

@gatorcapital Jul 18

Derek Pilecki on X

Since $SYF reported earnings in Jan 2015, the stock is unchanged and has returned 2% annually (due to dividends) vs 9% for the $XLF. It underperformed because the multiple has gone from 12x to 5x. EPS have compounded 11%...

@gatorcapital Jul 18

Derek Pilecki on X

($SYF cont) Shares out declined 42%. They just improved loan loss guidance. They still have too much capital. The stock popped 5% at today's open but finished close to unchanged. At 5x, it seems like an interesting stock if we don't have a consumer-led recession.

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.

MO $127B

Aseity Research Nov 9 4 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

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.

NVDA $4.6T

The Technology Letter Nov 8 3 clicks

Jensen Huang’s Affair, The Culper Report, Huang’s Righteousness

Nvidia CEO Jensen Huang faces an unverified allegation involving a Chinese spy.

NVDA $4.6T

Stratechery by Ben Thompson – On the business, strategy, and impact of technology. Nov 8 4 clicks

Speedrun | Upcoming Events This Week - [November 2 - November 6, 2026]

Week ahead lists Nvidia, earnings, inflation and PPI releases alongside Iran conflict developments.

NVDA $4.6T

P Equity Research Nov 8 2 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

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…

GOOGL $3.5T

Hated Moats Nov 8 1 click

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

Important Portfolio Update

China’s housing downturn has cut some flat values 40% since 2021, curbing discretionary spending and sharpening a portfolio focus on…

BRK.A $1.3TAAPL $5T

Cannibal Stocks Nov 8 1 click

Kimberly-Clark: Short-Term Worries Create A Buying Opportunity (Rating Upgrade)

Kimberly-Clark’s Kenvue merger targets $1.9 billion in synergies by 2029, supporting roughly 6% long-term EPS growth and continued dividend…

KMB $37B

Gary Gambino Nov 8 1 click

Procore CFO: Now we scale the business

Procore CFO Rachel Pyles discusses accelerating growth and economies of scale after an upbeat third-quarter report.

PCOR $11B

The Technology Letter Nov 7 5 clicks

Diageo: First Quarter on Dave’s Plan Wasn’t Too Drastic

Diageo’s first quarter under CEO Dave Lewis showed modest price changes and regional growth outside North America, supporting a turnaround…

DEO $57B

Librarian Capital's Research Library Nov 7 2 clicks

Tower Semiconductor Update, Part Two

Tower Semiconductor reported $526 million in quarterly revenue and extended photonics contracts through 2029, while its low-loss silicon…

TSEM $15B

CV's Substack Nov 7 1 click

Applied Materials: A Consequential Earnings Preview For The Whole Market (Rating Upgrade)

Applied Materials trades at 17.93x forward earnings, with analysts forecasting more than 45% EPS growth through 2028 and a net-cash balance…

AMAT $296B

Brett Ashcroft Green Nov 7 1 click

Earnings Review: AMD, MELI, TIC, XPEL, ZTS

AMD’s data-center revenue rose 97%, while MercadoLibre, TIC Solutions, XPEL and Zoetis also report quarterly results.

AMD $660BMELI $77B

Rebound Capital Nov 7 2 clicks

Amazon: Strong Buy Before AWS Growth Rewrites The Earnings Story

Amazon's AWS revenue rose 39.3% with a 38.7% margin, while heavy CapEx is expected to keep free cash flow negative through next year.

AMZN $2.9T

Dhierin Bechai Nov 7 4 clicks

The Midterms Have Changed the AI Narrative: S&P Down 4.4%, Nasdaq Down 5.5% | The Weekly Wrap

Steve Eisman links a Democratic midterm sweep and CoreWeave concerns to an AI narrative shift as the S&P 500 fell 4.4% and Nasdaq 5.5%.

CRWV $27BORCL $363B

Steve Eisman Nov 6 5 clicks

Oil & Gas M&A Boom Continues with Another Billion-Dollar Oil Buyout

Ovintiv’s C$1.26 billion purchase of Logan Energy at roughly 2x proved reserve value points to further consolidation among Canadian oil…

OVV $17B

Bison Insights Nov 6 4 clicks

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Monday, November 9, 2026

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