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How Steve Eisman's AI Doubts Reveal a Market Rotation
Steve Eisman, the investor famous for betting against subprime mortgages in 'The Big Short', just sold his NVIDIA position, citing doubts about AI monetization and extreme valuations. On this episode of Stock Picking with Fexingo, Lucas and Luna dissect Eisman's move against the backdrop of a brutal tech selloff: the Nasdaq is down 3.5% in five days, with mega-caps like Meta and Amazon plunging, while value stocks and financials like JPMorgan rally. They explore what this rotation means for concentrated portfolio builders, why Berkshire Hathaway's cash pile looks…
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