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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SG on X
@Zerosumgame33 Manav calling $CLMT $DAR $ADM $BG "peers" is crazy to me. Other than all touching ag, they are very different businesses with very different drivers.
BDC on X
$GPRO acquired at $1.14. Was a $98. Founder lead with super voting rights. Woodman's hubris lost him billions. @evanspiegel don't make the same mistake. $snap
A Capital on X
Why isn’t $APTV extremely good (5:1x) R/R here? Post-spin, post-guide cut, stock @ $44.76 and sentiment completely washed…
DOMO Capital Management, LLC on X
$PBI is wasting no time to step-in and help PCI pre-sort customers:
Chris Camillo on X
My trades fluctuate daily with the flow of new information. My only levered options trade in $TTWO, as I’ve already mentioned, was buying weeklies on Thursday’s dip and exiting Friday. Holding equity today. You use the word “succeed” but what does that actually mean in data? What’s your benchmark for GTA 6 to beat or miss?
Deep Sail Capital on X
Quantum / SMRs seems pretty bombed out. I love to see a better entry point on $OKLO or $QBTS
Deep Sail Capital on X
$RUM Great entry the last week. Target back to $6-7 range. $DJT ok entry here, long way to go to zero over the next few years.
Investor Letters
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