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 $4.2TORCL $363B

Steve Eisman Nov 9 6 clicks

45h 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

@finphysnerd Aug 20

Myles on X

@BeeliCapital I've been short it a bit since the $XLP runup earlier this year.

@DeepSailCapital Aug 20

Deep Sail Capital on X

Did Moderna $MRNA just cure cancer? Probably not

@finphysnerd Aug 20

Myles on X

@Pray4Equity Growth stuff like this where there's no valuation bottom I set a hard 5% max rule. $RDDT started there and is now at 4.

@BrokenMoats Aug 20

Broken Moats on X

$WMT talking about investing heavily to lower prices with the bulk hitting at the end of Q2 and the real impact to be seen in Q3 and Q4....how is that not a negative for $TGT? Consumer incremental weaker according to wmt mgmt and while TGT has stepped over low comps, and created some traction with new assortment at current prices (17x next year on 3% growth and actually declining earnings yoy) very difficult to argue Target is cheap and isn't going to be threatened by new price competition for tighter wallets across WMT and TJX

@natstewart5 Aug 20 5 clicks

Nat Stewart on X

@ragingbullcap $PBT interesting here to. Merging with royalty acres/surface interests owned by affiliate of the operator, converting to a C-Corp. Softvest is once again the architect as with $TPL

@blondesnmoney Aug 20

Cluseau Investments on X

The $NBIS and $CRWV bulls hate each other more than the average nation involved in a Middle Eastern conflict

@kab604 Aug 20

kab60 on X

Speaking of which, $AAP APPsolutely shat the bed (again... And again... And again). CEO speaks a good game, seems to have made the right (big) moves on logistics side, yet...

@blondesnmoney Aug 20

Cluseau Investments on X

$IESC is buying DBM Global from $VATE for $650 Million. Not sure if I am missing something, but DBM's backlog is up 50% year over year, revenue up 25%, and they agreed to sell it for 11x earnings. What?

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…

META $1.6T

MBI Deep Dives Nov 9 4 clicks

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

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

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

DoorDash and Google

DoorDash and Google.

DASH $79B

Stratechery by Ben Thompson – On the business, strategy, and impact of technology. Nov 9 8 clicks

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%.

NVMI $8.9B

Daniel James Nov 9 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.

NVDA $4.2T

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 $4.2T

Stratechery by Ben Thompson – On the business, strategy, and impact of technology. 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

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

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

NVDA $4.2T

P Equity Research Nov 8 2 clicks

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

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

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

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Monday, November 9, 2026

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