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.
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.
Putting on an aggressive long $QQQ short $WMT and $BRKB trade here for about 2% either side.
@ChrisMi99288379 data center build out could slow but stricter energy policy for data center build out probably helps $BE
@InvestByRS my leverage has been low for wks, a bit higher today to fund $BE
The more irrational the selloff gets the more $BE I buy.
$ANDE just paid 4.25x ethanol production to acquire three ethanol plants in North Dakota and Indiana: I expect further consolidation.... both $ALTO and $GPRE trade at <1x ethanol production and have similar 45Q and 45Z benefits. Huge upside for these two...
What's crazy about tail risk hedging is that you go to bed with your $IWM puts at $0.25 and you wake to it spiking to $1.33 I have not taken profit during recent spikes, focusing mostly on accumulating positions. Gonna take some off here given the 2 week expiration
@aurelius28 Not $SOXL, 3x ETFs are terminal cancer. But would guess chips bounce here, sure.
*MICROSOFT SOURS ON NEOCLOUDS OWING TO DATA CENTER DELAYS, COSTS *MICROSOFT DATA CENTER DELAYS TIED TO IREN SITE IN TEXAS Yikes - $IREN This is worse than yelling fire in a crowded theater
Amplitude beat Q3 guidance with $110.6 million revenue, up 24.9%, and raised full-year outlook, but slowing RPO growth, lower gross margin…
Dana is combining with Eaton’s Mobility unit via a 1Q27 Reverse Morris Trust after selling a division, delevering and accelerating buybacks.
Chiron’s failed $49 million Beaumont sale and $178 million Pinnacle acquisition leave XRN with $70 million of liquidity and medical-office…
Sterling’s $4.1 billion backlog faces Texas permitting risk after a governor proposed a moratorium, while Connexion, Capital Asset Planning…
Adult-use cannabis rescheduling would open Altria’s 42% Cronos stake to a U.S. market rerating.
Roblox’s Q3 FY26 DAUs fell year over year for the first time, while bookings declined 12% to $1.7 billion.
DoorDash and Google.
Diamond Estates converts $4.7 million of Lassonde debentures at a 69% premium, cutting debt to $10.9 million and raising Lassonde ownership…
FND · long Floor & Decor operates 281 warehouse-format stores selling hard-surface flooring and accessories nationwide.
Vicor’s Federal Circuit hearing put Foxconn’s disputed patent license under pressure, reinforcing its AI server royalty model and licensing…
Moody’s ratings business faces potential deceleration, while AI-related debt issuance and anti-data-center politics pose less risk than…
IREN has fallen 71% despite AI Cloud revenue rising from $7.3 million to $200 million quarterly and more than $20 billion in contracted…
Intel’s EMIB-T, glass-core roadmap and 2027 ABF substrate supply outlook are the focus of an expert call.
Ouster grew Q3 revenue 50% to $59.3 million, shipped 27,000 sensors and guided Q4 revenue to $61 million to $64 million while posting a…
Floor & Decor’s 3Q26 sales rose 3% while comparable sales fell 1.4%; it cut 2027 openings to 10-15 as high mortgage rates pressure…
Floor & Decor's 3Q26 sales rose 3% while comparable sales fell 1.4%; it slowed 2027 openings to 10-15 as high mortgage rates pressure…
Blackbaud CEO says AI will be a tailwind for the nonprofit software and services provider.
Procore CFO Rachel Pyles discusses accelerating growth and economies of scale after an upbeat third-quarter report.
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