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.
Tuesday, November 10, 2026
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Maj Soueidan on X
Learned a long time ago that $MPAA is a tough team to trust and one to avoid. Constantly misses guidance - as they did today.... And they reduced guidance, despite having raved about the opportunity to gain market share from a competitor going out of business. A big hot mess.
Dalius - Special Sits on X
@kingdomcapadv I still cannot believe something happened to $CKX This must be AI slop😅
Lee Roach on X
Just incredible $CKX
Lee Roach on X
I’ve been covering $CKX forever. In April you could have owned this basically for free. The market was giving zero value to it even after a great land sale. Basically a pile of cash and land. Now Brad Jacobs is injecting $1 billion into it. Wow.
Lee Roach on X
I wrote up CKX Lands $CKX on January 21, 2026 after an asset sale the market missed. I woke up today and saw that Brad Jacobs is investing $1 billion into the company and becoming Chairman. Congrats to all longs. What an incredible outcome here. Stock flying.
SG on X
@CHItrader EV charging remains a terrible business, even if $CHPT is having a moment
Investor Letters
All letters- 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 ANPDF $28BBKNG $122B
- Protean Funds October 2026 AAK $4.8BLFABF $13B
- Horizon Kinetics 3rd Quarter 2026 TPL $19BLB $5.1B
- NS Partners Q3 2026 AAVMY $39BALBKY $12B
- Bison Interests third quarter 2026 OILSF $949M
Amplitude (NASDAQ: AMPL) Stock Rating: Distribute After Q3 FY12/26 Earnings (No Paywall)
Amplitude beat Q3 guidance with $110.6 million revenue, up 24.9%, and raised full-year outlook, but slowing RPO growth, lower gross margin…
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Seed Corn
Chiron’s failed $49 million Beaumont sale and $178 million Pinnacle acquisition leave XRN with $70 million of liquidity and medical-office…
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One Regulator Could Soon Unlock Altria And Cronos' Cannabis Fortune
Adult-use cannabis rescheduling would open Altria’s 42% Cronos stake to a U.S. market rerating.
Aseity Research 2 clicks
Roblox: Capture This Moment
Roblox’s Q3 FY26 DAUs fell year over year for the first time, while bookings declined 12% to $1.7 billion.
Nextpower: Its Biggest Growth Opportunity Now Lies Outside The Trackers
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Investor Overview 2 clicks
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) 🟢
Blue Dolphin Energy trades near 1.3 times earnings as its Texas refinery benefits from diesel shortages, with projected 2026 EBITDA of $111…
FND · long FLOOR & DECOR HLDGS
Floor & Decor operates 281 warehouse-format stores selling hard-surface flooring and accessories nationwide.
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Vicor Update, Part Four
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Moody’s: Fasten Your Seat Belts, But Not for AI
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IREN Is Down 71%. Should You Buy the Dip?
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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.
Ouster Q3 FY12/26 Earnings Review (OUST) - Stock Rating: Accumulate
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Floor & Decor 3Q26: Business Update
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 3Q26 Business Update: Profitability Grows Despite Weak Sales
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…
Blue Dolphin (BDCO): A Tiny Texas Refinery Printing Money in a Diesel Shortage (1.3x P/E)
Blue Dolphin’s 15,000-barrel-per-day Texas refinery earned $2.18 per share in first-half 2026 as diesel shortages widened crack spreads,…
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