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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Calvin Blissett on X
$HHS, Party A proposed all cash $4.6. S4 filed by STARR, $15m needed, Texas Capital provided letter of confidence to give it (For STARR current $5 offer and who I think is closing). Reaffirmed Q4 2026 close. 19% gross spread, 76% IRR. Just smushed the buy button at $4.2
Timyan Bank Alert on X
"We're going to be drinking WhistlePig and having a tent party out front here when we get final resolution," Allison said. "I think it's close, close enough I can smell the whiskey” $HOMB
Paradis on X
@m_lepl These have been my only AI dip buys recently. $NBIS hot on the radar though - sell-off looks way way way overdone.
SG on X
looks like we'll get a second Chaince to take a swing at $CD. Probably early.
SG on X
@DeepSailCapital inexplicable short at these levels imo, and I say this as someone who shorted $HTZ earlier this year during the $CAR analog runup
Deep Sail Capital on X
$HTZ - Short borrow was available at Schwab all day until about 15 minutes ago. Borrow Out at Robinhood, out at IBKR.
Deep Sail Capital on X
I love a good restaurant that gets to 25x NTM EPS. As a short. $CAKE
Asif Suria on X
@peachteadrink37 No denying what he has accomplished with $TSLA and that is referenced in the tweet. Mary Barra had to do it while being burdened with legacy assets and culture. She didn't have access to capital the way Elon did through a large number of secondary offerings of Tesla.
Investor Letters
All letters- 1851 Capital October 2026
- Spheria — Global Smaller Companies Fund month ended 31 October 2026 SFM $4.8BSN $31B
- Forager Funds Management October 2026 OFX $70MPLT $96M
- Rathbones October 2026 SBGSF $143BSIEGY $233B
- FCL Capital October 2026 453950 ANPDF $28B
- Brummer & Partners October 2026
- Protean Funds October 2026 AAK $4.8BLFABF $13B
- QuantStreet Capital October 2026
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DoorDash and Google
DoorDash and Google.
Improvements Are Still Evident At C&F Financial Corporation
Crimson And Gold Research 2 clicks
41 Stock Pitches (2nd-8th November) 🟢
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FND · long FLOOR & DECOR HLDGS
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Diamond Estates: Research Note
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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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IREN Is Down 71%. Should You Buy the Dip?
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NEW POSITION: Google LEAPS
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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.
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Ordered by how often our editor reaches for them.
