BIZARRE: Steve eisman | Mind Blowing Facts

'If OpenAI Fails, We'll Have a Massive Correction': Steve Eisman Says Michael Burry Is Focusing on the Wrong AI Risk

Steve Eisman says OpenAI and Anthropic are the AI boom's potential Achilles' heel, challenging Michael Burry's focus on chip depreciation as the bigger risk.

International Business Times UK · Oct 6

Meta’s AI Spending Math Is 'Astonishing,' Steve Eisman Says: Why Are Expenses Up 55%?

Meta (NASDAQ:META) delivered 28% revenue growth last quarter, but its costs and expenses rose nearly twice as fast, surging 55%.

Benzinga · Aug 18

'Big Short' Investor Steve Eisman Says AI Has an 'Achilles' Heel' — But It's Too Early to Short the Boom

“Big Short” investor Steve Eisman says the AI boom has an “Achilles’ heel”: its enormous dependence on OpenAI and Anthropic.

Benzinga · Aug 17

Big Short Legend Steve Eisman Says Google's $205-Billion AI Bill Finally Broke the Market's Patience

Steve Eisman, the investor made famous by “The Big Short,” says this week marked the moment investors stopped rewarding runaway AI spending, with Alphabet Inc. (NASDAQ:GOOGL) the biggest casualty.

Benzinga · Jul 27

'Big Short' Investor Steve Eisman Says AI Has 'No Moats,' Which Is 'Not A Recipe For Longevity'

Steve Eisman, the investor made famous by “The Big Short,” warned this week that the artificial intelligence giants driving the stock market may lack the one thing that justifies their spending: a moat.

Benzinga · Jul 15

Big Short legend Steve Eisman says everyone is buying the wrong AI stocks

Eisman famously called the housing bubble. Now he sees investors miscalculating the AI trade.

Fortune · Jun 27

‘It Has Ticked Off Literally Everybody in the Lending World’: Why Billionaire Steve Eisman Is Shorting This Software Stock

This business has apparently gone too far with its price increases, and some lenders say they've had enough, even though the financials are soaring.

Barchart · May 6

'Big Short'-Fame Investor Steve Eisman Says 'Good Time To Buy' This 'Pretty Inexpensive' Insurance Stock: 'You Will Make Money Over Time'

Investor Steve Eisman, known for his role in the 2015 movie “The Big Short,” is backing a major insurance stock he believes is undervalued at current levels.

Benzinga · Nov 24, 2025

Michael Burry Hits Back At Critics: Accuses AI Companies Of 'Suspicious Revenue Recognition' And Depreciation Gimmicks: 'Fraud, Not A Flywheel'

Investor Michael Burry pushed back against critics who challenged his take on chip depreciation at hyperscalers like Meta Platforms Inc. (NASDAQ:META) and Oracle Corp. (NYSE:ORCL), while doubling down with fresh claims that top AI firms are inflating earnings through accounting maneuvers.

Benzinga · Nov 20, 2025

Steve Eisman Disagrees With Michael Burry On AI Depreciation Math: 'Don't Think His Concerns Matter That Much'

Investor Steve Eisman pushed back against Michael Burry's warning about how major technology companies are accounting for their AI infrastructure spending, saying that he does not believe the issue is as consequential as the famed hedge fund manager suggests.

Benzinga · Nov 17, 2025