Whitney Tilson, Author at MarketWise

The AI Bubble in 2026: Why OpenAI Is Cracking and CoreWeave (CRWV) Could Be the First to Hit Zero

Tilson breaks down the 2026 AI bubble: why OpenAI is cracking, why Anthropic may IPO first, and why CoreWeave (CRWV), with $46B net debt, could hit zero.

By Whitney Tilson | September 11, 2026

Read this issue

SpaceX Earnings Show Stock Overvalued by 3x

SpaceX shares sank 13% post-earnings on a $25B cash burn. Whitney Tilson breaks down why SPCX is overvalued by roughly $1 trillion.

By Whitney Tilson | August 5, 2026

Read this issue

How Netflix Stock Can Soar to New Highs

Netflix is down 40% from its high, but the numbers tell a different story. See why one analyst thinks it could be worth $134 a share.

By Whitney Tilson | July 8, 2026

Read this issue

Musk Worship Is Fueling SpaceX’s Foolish Stock Valuation

Whitney Tilson says SpaceX is 10x overvalued at $2.7 trillion — and draws a stark warning from Cisco's dot-com collapse. Here's why he's not buying.

By Whitney Tilson | June 17, 2026

Read this issue

Expose Shows Why Tesla Is a Stock to Avoid

Whitney Tilson says Reuters’ report on Tesla’s Full Self-Driving failures and secretive safety data reinforces why TSLA remains one of his top stocks to avoid.

By Whitney Tilson | June 3, 2026

Read this issue

Berkshire’s ‘Boring’ Meeting Hides a Great Value

Whitney Tilson explains why Berkshire’s "boring" meeting hides a great value opportunity and why Greg Abel is the right leader. Read the full analysis here.

By Whitney Tilson | May 7, 2026

Read this issue