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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From X
A Capital on X
$RUM is a perception <> reality trade… A right wing version of YouTube or a sleeper AI/HPC pivot? 🤷♂️
Odd Diligence on X
$OKLO nicely timed insider sales by the dynamic husband + wife ceo/coo duo, the week prior to $1b offering announcement @jakedewitte @caorilne
Farmer on X
@evantindell $ROIV chart is a good example of buybacks doing nothing, until they do.
David Orr on X
Does anyone know a way for an $IBKR account to sell the Oracle default swaps, and have those still been going up a ton? IE: I want to get paid if Oracle does not in fact go bust.
David Orr on X
@tomicki I can't even see what possibly resolves this for many, many years. Could see the big three $MSFT $GOOG $AMZN hit insane market caps.
Raging Capital Ventures on X
Very well stated, short $PANW
Raging Capital Ventures on X
Brin owns at least two jets as well as a 466 foot yacht that is regularly seen cruising around the Mediterranean. Does he really have the intensity and focus to lead $GOOG’s efforts in AI? Start-ups are a young man’s game. (I also think Larry Page was more critical than Brin in Google’s early product and tech architecture successes)
Investor Letters
All letters- Spheria — Global Smaller Companies Fund month ended 31 October 2026 SFM $4.6BSN $31B
- Forager Funds Management October 2026 TUA $525M
- Rathbones October 2026 SBGSF $143BSIEGY $233B
- FCL Capital October 2026 ANPDF $28BASML $576B
- Protean Funds October 2026 AAK $4.8BLFABF $13B
- Horizon Kinetics 3rd Quarter 2026 TPL $19BLB $5.1B
- NS Partners Q3 2026 AAVMY $39BALBKY $12B
- Invesco — Small Cap Value Fund Q3 2026 AVTR $10BCRL $16B
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DoorDash and Google
DoorDash and Google.
Improvements Are Still Evident At C&F Financial Corporation
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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.
FND · long FLOOR & DECOR HLDGS
Floor & Decor operates 281 warehouse-format stores selling hard-surface flooring and accessories nationwide.
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Speedrun | Upcoming Events This Week - [November 2 - November 6, 2026]
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Vicor Update, Part Four
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Moody’s ratings business faces potential deceleration, while AI-related debt issuance and anti-data-center politics pose less risk than…
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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…
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