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 Dow is flat. Is this a repeat of the dot-com peak or a healthy rotation? Lucas and Luna dissect Eisman's track record, the math of AI returns, and what it means for your portfolio. A must-listen for anyone holding tech or wondering if the AI bubble is about to burst. #SteveEisman #BigShort #AIStocks #ArtificialIntelligence #TechSelloff #MarketSentiment #Volatility #VIX #TreasuryYields #Capex #Moodys #CreditRisk #Investing #BearMarket #FexingoBusiness #BusinessPodcast #FinancePodcast #MarketAnalysis Keep every episode free: buymeacoffee.com/fexingo