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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From X
Maius on X
@pandawatch88 In which case, somehow $baba became the winner of the AI race😅
George Noble on X
Oh Gary, say it ain’t so! $CRWV
Deep Sail Capital on X
$ARKK is an excellent alternative hedge short IMO to QQQ. A bit of timing to avoid the massive bubbles but way more follow through to the downside.
Deep Sail Capital on X
$ARKK vs $SPY vs $QQQ by year.
Mr Neutral Man aka "Howard Marks of REITs” on X
@Menckenist @rippercatcher Very interesting. What's the typical mix of a $WD loan? Is it moslty fixed rate with 5-7 year maturity? How much of it is the type that finance the S2 and Tide capital where deals were done at 3% cap with floating rate debt greatly appreciate this!
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.
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