Latest / The Bear Market Podcast with Fexingo: Surviving Downturns, Buying the Dip, and Long-Term Resilience
Why Steve Eisman Is Selling AI Stocks Now
Steve Eisman, the investor famous for betting against subprime mortgages in the 'Big Short,' just sold a major AI stock and expressed growing doubts about the sector. With the VIX spiking to 19.15 and the 30-year Treasury yield holding at 5.17%, we break down what Eisman sees that other bulls might be missing. Drawing on Moody's recent warning about 'unprecedented' AI capex threatening Big Tech credit quality, we examine whether the AI trade is cracking under its own weight. Plus, we tie it to the broader market divergence—Nasdaq down nearly 4% in five days while the…
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