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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Farmer on X
@Tintincapital The same people that did $WMT to 50x earnings?
SouthernValue on X
Significant step in externalizing the TPU business for $GOOG - $ORCL announces Google TPUs to be available through Oracle Cloud Infrastructure (OCI) - Marks the first time Google TPUs will be offered on a hyperscale cloud platform outside Google. - Google TPUs on OCI will be available in calendar year 2027, ramping over a multi-year period to meet customer needs.
Serenity on X
@nisanyanviskisi $EOSE was added to this meme port just by looking at the chart...
Serenity on X
@GusPaschal91721 Wow $LWLG crashed from $18->$4. I was pretty negative on it, but I'm surprised it's lower than when they announced a partnership with $TSEM. and even last year. Perfect addition to my "It's all over" portfolio
Farmer on X
@aurelius28 @vladimirdotcom I didn't follow the whole past, but I do think AI is quite bearish for aggregators like $BKNG. And AI should cause you to rethink what the actual "moat" is for some things.
Investor Letters
All letters- Spheria — Global Smaller Companies Fund month ended 31 October 2026 SFM $4.8BSN $31B
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