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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"has become a political lightning rod in Virginia" Giant Merger of NextEra and Dominion Could Fail Amid Anger Over Electricity Bills $D $NEE
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Skydance Plans to Cut $6 Billion in Costs Following Warner Bros. Deal $SKYD
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"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
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"after third-quarter sales came in lower than expected" Hims & Hers Narrows Sales Outlook $HIMS
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JBS Reports Lower Profit, Citing Difficult Operating Environment $JBS
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"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
Investor Letters
All letters- Spheria — Global Smaller Companies Fund month ended 31 October 2026 SFM $4.8BSN $31B
- Rathbones October 2026 SBGSF $143BSIEGY $237B
- FCL Capital October 2026 ANPDF $28BASML $575B
- Protean Funds October 2026 AAK $4.6BLFABF $13B
- Horizon Kinetics 3rd Quarter 2026 TPL $19BLB $5.1B
- NS Partners Q3 2026 AAVMY $39BALBKY $12B
- Invesco — Discovery Fund Q3 2026 MOD $5.2BSMTC $8.5B
- Akre Capital Management, LLC Third Quarter 2026 BN $96BCNSWF $53B
Anthropic vs Meta: Room to Be Wrong
Anthropic and Meta carry $1.5 trillion valuations on distinct AI bets: Meta directs roughly 60% of capex to MSL, while Anthropic shifts…
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.
SSR Mining: A Very Well Positioned Company For Long Term Growth
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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…
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.
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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.
DoorDash and Google
DoorDash and Google.
Nova: Chip Complexity Is Driving Impressive Growth
Nova Ltd.'s Q3 revenue rose 28.2% as GAA, HBM, advanced DRAM and packaging complexity lifted demand, pushing non-GAAP margins to 35.5%.
Daniel James 1 click
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.
EEFT · long Euronet Worldwide INC
Euronet Worldwide (EEFT) is presented as an asymmetric opportunity, citing its strong balance sheet and shareholder-friendly capital…
TSOH Weekly Roundup (09/04/2026)
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Broadcom: The AI Tollbooth Is Becoming An Earnings Machine
Broadcom's AI semiconductor revenue rose 221% year over year as custom silicon programs and VMware software cash flows fund further…
Simple Investment Ideas 3 clicks
Trading Post 9/4/2026
Lululemon reported a 9% global comparable-sales decline, 20% lower leggings sales and mid-single-digit operating-margin guidance, with…
Short Thoughts - Cassandra in Flames?
Tailored Brands’ bankruptcy erased an asset-backed small-cap thesis, while lululemon has become the portfolio’s largest and most…
Portfolio Update August 2026
Portfolio update: Honeywell Aerospace was added after a 20% post-earnings drop, while vertical software remains over 35% of holdings amid…
Synopsys q3’26 Earnings Update
Synopsys reported 8% EDA and 11% Design IP growth in Q3 2026, with Multiphysics Fusion expected to add revenue from fiscal 2027.
Mosaic: Potash Is Holding Up, But Phosphate Economics Keep Me On The Sidelines
Mosaic’s potash business remains profitable, but negative phosphate margins, elevated sulfur and ammonia costs, and negative free cash flow…
DCF Value Investor 3 clicks
Sleep Well Portfolio (Aug 2026) - Recovery continues, Cyber Security roared back.
Sleep Well Portfolio’s August gains were led by Veeva, CrowdStrike and cybersecurity, while Cellebrite and WiseTech reported early AI…
Expand Energy: Short-Term Protection From Hedges, Long-Term Upside
Expand Energy’s hedge book and Twin Eagle acquisition support free cash flow through weak gas prices, while LNG export growth could lift…
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