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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Voss Capital on X
$GFF has a 8% five-year TSR, 61% underperformance vs proxy peer group (as of 12/20/2021) Inefficient conglomerate structure costing ~$50 million/year is an unnecessary a drag on ROIC Say-On-Pay approval in the bottom 7th percentile of Russell 3000 companies
Voss Capital on X
We believe our five-step plan for $GFF would unlock ~$50/share in value for shareholders if appropriately and promptly implemented More at:
Voss Capital on X
Voss Capital Sends Letter to $GFF Shareholders Exposing Underperformance, Condemning Outdated Corporate Governance and Outlining Clear Path to Value Creation
@CapitalVoss Voss Capital on X
@alluvialcapital Um, you don't need to go to Poland. Here are the US listed stocks that fit your criteria. $ABG, $BXC, $BLDR, $LPX, $RCII, $VSTO, $BKE to name a few.
Voss Capital on X
Voss Nominates Three Candidates for $GFF Board -- We believe the stock is worth $50 & the best way to remedy the perpetual conglomerate & governance discount is to take the following steps: ▪ Immediately refresh the Board with truly independent directors who will hold management
Voss Capital on X
$WU calling out Latin America and Mexico as the brightest growth spots this Q. Great read through for $IMXI. "Latin America was probably the one brighter spot that continued to recover a little bit from last year because Latin America has less relative digital business growth"
Voss Capital on X
$IMXI is consistently outgrowing hedge fund favorite $MGI and $WU by about 20%.
Voss Capital on X
New Voss Substack article: The Animation Boom by @taylor_hndrson $DIS $TBRD
Investor Letters
All letters- Spheria — Global Smaller Companies Fund month ended 31 October 2026 SFM $4.7BSN $32B
- Rathbones October 2026 SBGSF $158BSIEGY $236B
- FCL Capital October 2026 ANPDF $28BASML $591B
- Protean Funds October 2026 AAK $4.8BLFABF $13B
- Horizon Kinetics 3rd Quarter 2026 TPL $19BLB $5.6B
- NS Partners Q3 2026 AAVMY $39BALBKY $12B
- Invesco — Small Cap Value Fund Q3 2026 AVTR $11BCRL $16B
- Arisaig Partners September 2026 CHA $2.4BJBFCY $2.6B
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
Daniel Bell 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…
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 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.
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.
FND · long FLOOR & DECOR HLDGS
Floor & Decor operates 281 warehouse-format stores selling hard-surface flooring and accessories nationwide.
Speedrun | Upcoming Events This Week - [November 2 - November 6, 2026]
Week ahead lists Nvidia, earnings, inflation and PPI releases alongside Iran conflict developments.
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…
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…
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…
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.
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…
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…
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…
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