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'Big Short' investor Steve Eisman remains long on AI, calling crash warnings premature without concrete data. However, he cautions that tech hyperscalers heavily depend on OpenAI and Anthropic, warni…
Michael Burry maintains bearish AI bets on Nvidia, Tesla, Palantir, warning of a possible 1987-style crash. Steve Eisman disagrees on timing, citing strong data, but flags an LLM price war as his bub…
Investor Steve Eisman warns AI trade is overcrowded and risky, citing Alphabet's stock drop despite strong Q2 results due to raised capex guidance ($190B to $205B). He exited his Alphabet stake, citi…
Steve Eisman exited Alphabet not on fundamentals—Q2 beat estimates massively—but to reduce AI concentration risk, warning that 60/40 portfolios are secretly one-factor AI bets across equities and bon…