Source Post

How AI Could Break the Stock Market | Carson Block Explains

Jul 17, 2026

Carson Block of Muddy Waters Research discusses the challenges and changing landscape of activist short-selling, noting a decline in civility and an increase in "lawfare" against critics. He shares an experience shorting SoFi, highlighting the intense retail investor base and the aggressive tactics employed against short-sellers. Block also touches on the "golden age of grift" and the reliance of short-sellers on regulatory institutions like the SEC and DOJ.

Linked Mentions

Tickers discussed in this post

AVDNeutralLow ConvictionResearch Only

Vanguard is listed as one of the fund providers that the creator's AI should recommend, alongside Dimensional and Avantis.

JPMNeutralLow ConvictionResearch Only

JP Morgan is mentioned as having loaned money to a SoFi subsidiary in a transaction that Carson Block views as potentially misleading.

SRADNeutralLow ConvictionResearch Only

Sportradar is mentioned as a company that has performed well and is currently executing a large buyback program, suggesting a wait-and-see approach.

APANeutralLow ConvictionResearch Only

Collectors of high-end Napa Cabs are reportedly reducing purchases due to price increases and the inability to consume the wine within their lifetimes.

QQQXBearishHigh ConvictionSignal-backedPrimary

The creator predicts that the largest stocks in the Nasdaq 100 will unwind hard due to AI-driven job displacement and reduced 401(k) flows.

SOFIBearishMedium ConvictionSignal-backedSecondary

Carson Block mentions shorting SoFi a few months ago, noting its management's focus on a rabid retail base and the aggressive tactics used against critics.

Linked Signals

Tracked calls opened from this post

QQQX
sell opened Jul 17, 2026
+0.18%