Tuesday, November 10, 2026

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.

NVDA $4.6TORCL $363B

Steve Eisman 18h ago 4 clicks

6h ago BKRKY $23B

Insider activity October 2026

Asian Century Stocks 1 click

11h ago TTD $6.1B

The Trade Desk (NASDAQ: TTD) Stock Rating: Upgrade To Accumulate After Q3 FY12/26 Earnings

Cestrian Capital Research 1 click

From X

@TimyanBankAlert Nov 5 1 click

Timyan Bank Alert on X

First Capital, $FCAP to Expand Southern Indiana and Western Kentucky Presence with the Acquisition of First Bancorp of Indiana, $FBPI .

@leevalueroach Nov 5

Lee Roach on X

Well well well it looks like $EVC is not a dead and dying company now. Plus they sold a single station in Tampa for $30 million.

@calvinblissett Nov 5 1 click

Calvin Blissett on X

$CCOI I have a call with Dave Wednesday the 11th. Will try to ask as many of your questions as possible. Leave them below ⬇️

@calvinblissett Nov 5

Calvin Blissett on X

@MacNaab24601 True @DrewCohenMoney put it well though US customers are more profitable than anywhere on a GMV or some good profitability metric per customer and I don’t think $MELI gets there or even close

@aleabitoreddit Nov 5

Serenity on X

$GLXY CEO after pushing back on Texas political uncertainty: "I see a massive disconnect between where Galaxy trades and what I believe this company is worth. That’s why I’m buying more stock, starting today." Good vote of confidence to see colo executives calling out fundamental disconnects amid sector liquidations. Then putting their own capital behind their statement.

@calvinblissett Nov 5

Calvin Blissett on X

@Noalgos $TLK was 80% held by foreigners. Research in my article shows that counterintuitively the selling in situations like this (MSCI downgrade/removal) peaks before the decision and subsequently basically all countries removed except Jordan in 2008 do very well

@KEDM_COM Nov 5

KEDM.com on X

@researchne89461 17% organic growth at $VSEC 😮😮

@leevalueroach Nov 5

Lee Roach on X

@kevinxu Lol what is this $LITE turd pile? $56 billion market cap. $900 million cash from operations but $260 million of SBC and $604 million capex. Even ignoring the SBC you are buying this for a 0.53% free cash flow yield. Are you guys on drugs? Who is the incremental buyer of this?

The Jensen Huang Story Gets Worse, Washington vs. New York, Silicon Valley

Jensen Huang faces governance risk that outweighs national-security concerns, pitting Washington, New York and Silicon Valley interests…

NVDA $4.6T

Stratechery by Ben Thompson – On the business, strategy, and impact of technology. 11h ago

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…

AMPL $2B

Cestrian Capital Research 14h ago 2 clicks

Anthropic vs Meta: Room to Be Wrong

Anthropic and Meta carry $1.5 trillion valuations on distinct AI bets: Meta directs roughly 60% of capex to MSL, while Anthropic shifts…

META $1.6T

MBI Deep Dives 17h ago 3 clicks

Quick Value #337 - Dana Inc (DAN)

Dana is combining with Eaton’s Mobility unit via a 1Q27 Reverse Morris Trust after selling a division, delevering and accelerating buybacks.

DAN $2.1BETN $141B

Value Don't Lie 17h ago 2 clicks

SSR Mining: A Very Well Positioned Company For Long Term Growth

SSRM $5.6B

Daniel Bell 21h ago 1 click

Seed Corn

Chiron’s failed $49 million Beaumont sale and $178 million Pinnacle acquisition leave XRN with $70 million of liquidity and medical-office…

XRN $372M

Orphan REITs 22h ago 2 clicks

STRL: 80 new electricians a week

Sterling’s $4.1 billion backlog faces Texas permitting risk after a governor proposed a moratorium, while Connexion, Capital Asset Planning…

STRL $7.6B

Trade Ideas Flow 22h ago 1 click

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.

MO $130BCRON $1.3B

Aseity Research 23h ago 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.

RBLX $35B

TSOH Investment Research 24h ago 1 click

Nextpower: Its Biggest Growth Opportunity Now Lies Outside The Trackers

Nextracker's $6 billion order book supports cross-selling battery storage and inverters, now 22% of revenue, though acquisition-led growth…

NXT $15B

Investor Overview 24h ago 2 clicks

AVO · long

Mission Produce INC

Mission Produce (AVO) is pitched long as a consumer-staples investment, countering a September 2024 short case.

AVO $1B

Value Investors Club Aug 12

Nvidia: Like Crabs In A Bucket, Yet Again

NVDA $4.6T

Elizabeth Pramila 24h ago

DoorDash and Google

DoorDash and Google.

DASH $79B

Stratechery by Ben Thompson – On the business, strategy, and impact of technology. 25h ago 4 clicks

Improvements Are Still Evident At C&F Financial Corporation

CFFI $342M

Crimson And Gold Research 26h ago 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…

BDCO $116M

Capital Employed 32h ago 4 clicks

The TL Podcast for November 9th: The spy who loved me

Nvidia CEO Jensen Huang faced new revelations after a week of political upheaval and a broad technology-stock sell-off.

NVDA $4.6T

The Technology Letter 35h ago 1 click

Diamond Estates: Research Note

Diamond Estates converts $4.7 million of Lassonde debentures at a 69% premium, cutting debt to $10.9 million and raising Lassonde ownership…

LSDAF $1.2B

Atrium Research - Equity Research 35h ago 3 clicks

Jensen Huang’s Affair, The Culper Report, Huang’s Righteousness

Nvidia CEO Jensen Huang faces an unverified allegation involving a Chinese spy.

NVDA $4.6T

Stratechery by Ben Thompson – On the business, strategy, and impact of technology. 35h ago 3 clicks

Speedrun | Upcoming Events This Week - [November 2 - November 6, 2026]

Week ahead lists Nvidia, earnings, inflation and PPI releases alongside Iran conflict developments.

NVDA $4.6T

P Equity Research 36h ago 2 clicks

Vicor Update, Part Four

Vicor’s Federal Circuit hearing put Foxconn’s disputed patent license under pressure, reinforcing its AI server royalty model and licensing…

VICR $6.8B

CV's Substack 36h ago 3 clicks

Tuesday, November 10, 2026

Timyan Bank Alert on X

Lee Roach on X

Calvin Blissett on X

Calvin Blissett on X

Serenity on X

Calvin Blissett on X

KEDM.com on X

Lee Roach on X

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