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
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Skydance Plans to Cut $6 Billion in Costs Following Warner Bros. Deal $SKYD
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JBS Reports Lower Profit, Citing Difficult Operating Environment $JBS
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"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
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- FCL Capital October 2026 ANPDF $28BASML $575B
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- Horizon Kinetics 3rd Quarter 2026 TPL $19BLB $5.1B
- NS Partners Q3 2026 AAVMY $39BALBKY $12B
- Bison Interests third quarter 2026 OILSF $949M
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DoorDash and Google
DoorDash and Google.
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41 Stock Pitches (2nd-8th November) 🟢
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Adobe investment case summary.
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Equity Eagle 
Research & Analysis: Stabilis Solutions (NASDAQ: SLNG)
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