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
Barbarian Capital on X
"stock fell nearly 40% after complaints that its oat bars posed a potential choking hazard" Toddler-Snack Recall Tests Organic-Food Maker Once Upon a Farm $OFRM
Barbarian Capital on X
Skydance Plans to Cut $6 Billion in Costs Following Warner Bros. Deal $SKYD
Barbarian Capital on X
"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
Barbarian Capital on X
"after third-quarter sales came in lower than expected" Hims & Hers Narrows Sales Outlook $HIMS
Barbarian Capital on X
JBS Reports Lower Profit, Citing Difficult Operating Environment $JBS
Barbarian Capital on X
"signed a preliminary deal Monday to explore investments" Exxon Takes First Step Toward Investing in Venezuela $XOM
Investor Letters
All letters- Spheria — Global Smaller Companies Fund month ended 31 October 2026 SFM $4.8BSN $31B
- Forager Funds Management October 2026 TUA $525M
- Rathbones October 2026 SBGSF $143BSIEGY $233B
- FCL Capital October 2026 ANPDF $28BASML $575B
- Protean Funds October 2026 AAK $4.8BLFABF $13B
- Horizon Kinetics 3rd Quarter 2026 TPL $19BLB $5.1B
- NS Partners Q3 2026 AAVMY $39BALBKY $12B
- Bison Interests third quarter 2026 OILSF $949M
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
Seed Corn
Chiron’s failed $49 million Beaumont sale and $178 million Pinnacle acquisition leave XRN with $70 million of liquidity and medical-office…
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…
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.
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…
Investor Overview 2 clicks
DoorDash and Google
DoorDash and Google.
Improvements Are Still Evident At C&F Financial Corporation
Crimson And Gold Research 2 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.
GLXY · long Galaxy Digital INC
Galaxy Digital (GLXY) is presented as a long investment idea.
The Chains Buffett Forged
Warren Buffett's discipline built Berkshire's 22.2% book-value compounding but excluded high-growth winners such as Amazon, Netflix, Google…
Nvidia should buyback stock
Nvidia enters earnings with a case for stock buybacks.
Vidrala
Vidrala has grown from a Spanish glass-container maker into a multi-country packaging platform with expanding Latin American exposure.
Everspin Technologies: Memory Error
Everspin Technologies, a $900 million MRAM maker, has surged 300% in weeks as AI speculation blurs distinctions among memory chips.
Quick Value #315 - Zoetis (ZTS)
Zoetis trades at about 11x 2026 earnings after falling more than 60% from its peak, as disappointing launches and safety issues pressure…
Weekend Digest #344: Colombia Election, CAAP New Dividend, May Buy & Hold Purchases
Colombian election risks for Grupo Aval, CAAP's near-doubled Q1 EPS and new dividend, and May buy-and-hold purchases.
Inter, Nu, MercadoLibre Earnings & Outlook + LatAm Political Considerations
Inter, Nu and MercadoLibre reported 38%, 53% and 51% revenue growth, respectively, as Latin American political and macro risks drove a…
ROAS to Riches
Entravision’s Smadex AdTech segment grew Q1 2026 revenue 204% and generated over $34 million of EBIT, becoming 78% of sales and the core…
DoorDash: Undervalued Giant With 2x Potential!
DoorDash is framed as an undervalued giant with potential to double.
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