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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Deep Sail Capital on X
I echo these thoughts on $CRDO.
Lee Roach on X
What do you think the unit economics to make a magic the gathering card is and what the markup is? What happens when you capture the entire retail margin by in housing. What happens when you sell the dumb toy biz? What happens when you stop allocations of MTG from everyone else and funnel to $GME shelves? How does store traffic improve?
KEDM.com on X
Fitlife $FTLF insiders are buying the dip. The shares are down over 50% over the past few months, mainly on poor earnings. But taking a step back, Fitlife has been executing on its strategy. Good, accretive acquisitions, decent organic growth, and a continued push to online.
JabroniCoin.USD on X
SocGen really seems like the Citi of Europe. $GLE $C AI-driven cost reduction, and ROTE acceleration? Or is the CH Robinson of banks?
JabroniCoin.USD on X
Stacy Rasgon: no sign of AI demand slowdown. $AVGO line of sight for strong growth even in constrained environment and “extremely cheap”
SG on X
@1035_Capital appreciate the response. I am long $LODE rn but think the company needs to prove it will not continue to dilute.
Serenity on X
I guess I need to start calling $SNDK or $LITE Super Intelligence stocks. Thanks Trump.
Investor Letters
All letters- Spheria — Global Smaller Companies Fund month ended 31 October 2026 SFM $4.6BSN $31B
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