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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Barbarian Capital on X
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Investor Letters
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- NS Partners Q3 2026 AAVMY $39BALBKY $12B
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DoorDash and Google.
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