Steve Eisman hits back at fellow 'Big Short' trader Michael Burry's bearish AI thesis

Business Insider | 05-10-2026 09:17pm |

Michael Burry and Steve Eisman both rose to fame betting against the US housing market, but they're at odds over what the future may hold for the AI trade. Burry has sounded the alarm about a worrying component of the chip trade and has predicted that the AI boom will end in disaster. Eisman hit back recently, saying Burry's thesis is 'too academic,' citing different concerns. Unbridled enthusiasm for AI has often been the target of Burry's bearish posts.

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