Big move: Steve Eisman Warns S&P 500 Is One Giant AI Bet: 'I Own NVDA and I Worry'.
Real money, real names, real filings. CapitalSnitch in your AI. capitalsnitch.com/stock/NVDA (free to start)
$NVDA #Nvidia #SP500 #JensenHuang #AI
Real money, real names, real filings. CapitalSnitch in your AI. capitalsnitch.com/stock/NVDA (free to start)
$NVDA #Nvidia #SP500 #JensenHuang #AI
NVDA insider trading, Congress trades & who owns it · CapitalSnitch
Every SEC insider buy and sale in NVDA, fund ownership and Congress trades, updated daily.
capitalsnitch.com
October 12, 2026 at 3:05 PM
Big move: Steve Eisman Warns S&P 500 Is One Giant AI Bet: 'I Own NVDA and I Worry'.
Real money, real names, real filings. CapitalSnitch in your AI. capitalsnitch.com/stock/NVDA (free to start)
$NVDA #Nvidia #SP500 #JensenHuang #AI
Real money, real names, real filings. CapitalSnitch in your AI. capitalsnitch.com/stock/NVDA (free to start)
$NVDA #Nvidia #SP500 #JensenHuang #AI
Today's Popeye at @comicskingdom.bsky.social: comicskingdom.com/popeye/2026-...
Popeye Comic Strip 2026-10-11 | Comics Kingdom
Read the Popeye comic strip from October 11, 2026, and check out other Popeye comics by E.C. Segar, Bud Sagendorf, Hy Eisman, Randy Milholland.
comicskingdom.com
October 11, 2026 at 1:57 PM
Today's Popeye at @comicskingdom.bsky.social: comicskingdom.com/popeye/2026-...
‘Big Short' investors split over the AI risk that matters most
‘Big Short' investors split over the AI risk that matters most
Steve Eisman says Michael Burry may be looking at the wrong weakness in the artificial-intelligence boom.
bit.ly
October 11, 2026 at 10:30 AM
‘Big Short' investors split over the AI risk that matters most
L'avertissement sur l'IA de l'homme qui avait vu venir la crise de 2008 : "Toute la chaîne repose sur ces deux entreprises"
www.lalibre.be/economie/dig...
www.lalibre.be/economie/dig...
L'avertissement sur l'IA de l'homme qui avait vu venir la crise de 2008 : "Toute la chaîne repose sur ces deux entreprises"
Steve Eisman, célèbre pour avoir anticipé la crise financière de 2008, pointe une fragilité dans les milliards de dollars investis dans l'IA.
www.lalibre.be
October 11, 2026 at 9:20 AM
L'avertissement sur l'IA de l'homme qui avait vu venir la crise de 2008 : "Toute la chaîne repose sur ces deux entreprises"
www.lalibre.be/economie/dig...
www.lalibre.be/economie/dig...
Energetika vládze, komunálne služby klesajú a softvér prekvapuje! Eismanova analýza trhu odhaľuje rastúce ekonomické riziká a dominanciu AI, ktorá komplikuje diverzifikáciu portfólia.
Prehľad trhu 3. štvrťrok 2026: Energia, komunálne služby a softvér
Steve Eisman nám prináša komplexnú analýzu trhov za tretí štvrťrok 2026. V tomto týždennom prehľade sa zameriava na výkonnostné trendy v rôznych sektoroch, od výrazného rastu v energetike až po pokles komunálnych služieb a prekvapivý obrat v softvérovom sektore. Eisman tiež poukazuje na narastajúce ekonomické riziká a dominanciu AI investícií v S&P 500, čo sťažuje diverzifikáciu portfólia. Nezabúda ani na svoje obchodné transakcie s FICO a Glass House Brands a upozorňuje na potenciálne hrozby spojené s „hacknutím“ AI systémov.
## Hlavné body z videa
Eismanova analýza odhaľuje niekoľko kľúčových trendov:
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altky.sk
October 10, 2026 at 6:15 PM
Energetika vládze, komunálne služby klesajú a softvér prekvapuje! Eismanova analýza trhu odhaľuje rastúce ekonomické riziká a dominanciu AI, ktorá komplikuje diverzifikáciu portfólia.
Think owning the S&P 500 means you’re diversified?
With tech already dominating the index, Steve Eisman argues that much of the S&P 500 is effectively one big AI trade.
If the AI boom breaks, diversification may offer less protection than investors expect.
🎓 Join our FREE Webinars → spi.ke/ccbs
With tech already dominating the index, Steve Eisman argues that much of the S&P 500 is effectively one big AI trade.
If the AI boom breaks, diversification may offer less protection than investors expect.
🎓 Join our FREE Webinars → spi.ke/ccbs
October 9, 2026 at 11:14 AM
Think owning the S&P 500 means you’re diversified?
With tech already dominating the index, Steve Eisman argues that much of the S&P 500 is effectively one big AI trade.
If the AI boom breaks, diversification may offer less protection than investors expect.
🎓 Join our FREE Webinars → spi.ke/ccbs
With tech already dominating the index, Steve Eisman argues that much of the S&P 500 is effectively one big AI trade.
If the AI boom breaks, diversification may offer less protection than investors expect.
🎓 Join our FREE Webinars → spi.ke/ccbs
L’avertissement sur l’IA de l’homme qui avait vu venir la crise de 2008 : "Toute la chaîne repose sur ces deux entreprises"
L'avertissement sur l'IA de l'homme qui avait vu venir la crise de 2008 : "Toute la chaîne repose sur ces deux entreprises"
Steve Eisman, célèbre pour avoir anticipé la crise financière de 2008, pointe une fragilité dans les milliards de dollars investis dans l'IA.
www.lalibre.be
October 9, 2026 at 9:39 AM
L’avertissement sur l’IA de l’homme qui avait vu venir la crise de 2008 : "Toute la chaîne repose sur ces deux entreprises"
L’avertissement sur l’IA de l’homme qui avait vu venir la crise de 2008 : "Toute la chaîne repose sur ces deux entreprises"
L’avertissement sur l’IA de l’homme qui avait vu venir la crise de 2008 : "Toute la chaîne repose sur ces deux entreprises"
Steve Eisman, célèbre pour avoir anticipé la crise financière de 2008, pointe une fragilité dans les milliards de dollars investis dans l’IA. ... %
www.lalibre.be
October 9, 2026 at 9:10 AM
L’avertissement sur l’IA de l’homme qui avait vu venir la crise de 2008 : "Toute la chaîne repose sur ces deux entreprises"
Steve Eisman brought you up. May be old news for you, but flagging in case this flew under your radar.
The Big Short Partners Reunite: Rates, AI, Gold and Two Stock Picks | The Real Eisman Playbook Ep 75
YouTube video by Steve Eisman
youtu.be
October 9, 2026 at 4:48 AM
Steve Eisman brought you up. May be old news for you, but flagging in case this flew under your radar.
Nope, Amazon when cash flow was positive bought back stock, then went cash negative after sinking big bucks into data centers. (Paraphrasing from a Steve Eisman interview about AI). Clearly not an example of giving workers 3-day weeks, livable wages & health benefits.
October 8, 2026 at 5:11 PM
Nope, Amazon when cash flow was positive bought back stock, then went cash negative after sinking big bucks into data centers. (Paraphrasing from a Steve Eisman interview about AI). Clearly not an example of giving workers 3-day weeks, livable wages & health benefits.
Soul Killa brings turn-based strategy and real-time sword combat to the Amiga 1200/4000. Four rival knights, revenge-minded AI, local multiplayer and a demon waiting at the end. A new fantasy game worth watching. #Amiga #RetroGaming
Soul Killa is a new Amiga fantasy game mixing strategy, combat and four-player action
Soul Killa is an upcoming fantasy strategy game for the Commodore Amiga, mixing turn-based exploration with real-time sword combat. Created by Eisman under
www.generationamiga.com
October 8, 2026 at 2:00 PM
Soul Killa brings turn-based strategy and real-time sword combat to the Amiga 1200/4000. Four rival knights, revenge-minded AI, local multiplayer and a demon waiting at the end. A new fantasy game worth watching. #Amiga #RetroGaming
Steve Eisman, investisseur de The Big Short, à propos de l’IA : « Toute la chaîne de l’IA repose sur OpenAI et Anthropic, deux acteurs déficitaires » #SteveEisman #BigShort #IA #OpenAI #Anthropic
Steve Eisman, investisseur de The Big Short, à propos de l’IA : « Toute la chaîne de l’IA repose sur OpenAI et Anthropic, deux acteurs déficitaires »
Principaux renseignements Steve Eisman, l’investisseur rendu célèbre par le film The Big Short, voit dans l’engouement actuel pour l’IA un risque de concentration classique qu’il compare à celui d’une entreprise de logiciels ne comptant que deux clients. Chez Nvidia (dont Eisman est actionnaire), 70 pour cent des créances en cours provenaient, selon les derniers chiffres, […]
fr.businessam.be
October 7, 2026 at 8:36 PM
Steve Eisman, investisseur de The Big Short, à propos de l’IA : « Toute la chaîne de l’IA repose sur OpenAI et Anthropic, deux acteurs déficitaires » #SteveEisman #BigShort #IA #OpenAI #Anthropic
Nový predseda Fedu zvyšuje úrokové sadzby kvôli vysokej inflácii. Rozoberali neúspešný pokus Bessenta stabilizovať trh a hodnotili výkonnosť minulých predsedov Fedu, od Greenspana po Powella.
Nový predseda Fedu, Bessentova hra a čo nás čaká?
Steve Eisman sa v poslednej časti podcastu „The Real Eisman Playbook“ stretol s Krishnom Guhom z Evercore, aby analyzoval súčasnú ekonomickú situáciu. Hlavnou témou bola stúpajúca miera úrokov, ktorá dosiahla 5 %, a faktory, ktoré k tomu prispeli. Rozoberali tiež neúspešný pokus ministra financií Bessenta o stabilizáciu trhu prostredníctvom nákupu dlhopisov a zhodnotili výkonnosť minulých predsedov Fedu.
### Prečo stúpajú úrokové sadzby?
Podľa Krishnu Guhu je súčasná situácia výsledkom kombinácie viacerých faktorov. Nový predseda Fedu, Kevin Walsh, zvýšil úrokové sadzby s cieľom potlačiť infláciu, ktorá dlhodobo presahuje cieľovú hodnotu 2 %. K inflácii prispeli pandémia a následné stimuly, obchodné vojny za Trumpovej administratívy a súčasný konflikt na Blízkom východe, ktorý tlačí nahor ceny ropy. Walsh sa odklonil od predchádzajúceho prístupu Fedu a uprednostňuje zameranie sa na faktory ako produktivitu, účasť na trhu práce a stimuláciu ekonomiky namiesto len regulácie dopytu.
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altky.sk
October 7, 2026 at 8:35 PM
Nový predseda Fedu zvyšuje úrokové sadzby kvôli vysokej inflácii. Rozoberali neúspešný pokus Bessenta stabilizovať trh a hodnotili výkonnosť minulých predsedov Fedu, od Greenspana po Powella.
Big Short-investeerder Steve Eisman over AI: “De hele AI-keten rust op OpenAI en Anthropic, twee verlieslatende spelers” #AI #OpenAI #Anthropic #Investeren #BigShort
Big Short-investeerder Steve Eisman over AI: “De hele AI-keten rust op OpenAI en Anthropic, twee verlieslatende spelers”
Key takeaways Steve Eisman, de investeerder die bekend werd door The Big Short, ziet in de huidige AI-hype een klassiek concentratierisico dat hij vergelijkt met een softwarebedrijf dat slechts twee klanten heeft. Bij Nvidia (waarvan Eisman aandeelhouder is) kwam bij de recente cijfers 70 procent van de openstaande vorderingen van slechts vijf klanten. Business AM […]
businessam.be
October 7, 2026 at 8:34 PM
Big Short-investeerder Steve Eisman over AI: “De hele AI-keten rust op OpenAI en Anthropic, twee verlieslatende spelers” #AI #OpenAI #Anthropic #Investeren #BigShort
Fwiw we went from token maxxing ( can't stress enough the maxxxxxx)
all summer to a ~$500/ea month budget at a large saas .
Personal use on Claude you're looking at heavy subsidies.
When this hits? I agree with Eisman of end of Q4 / 27Q1
anthropic reports slow down.
all summer to a ~$500/ea month budget at a large saas .
Personal use on Claude you're looking at heavy subsidies.
When this hits? I agree with Eisman of end of Q4 / 27Q1
anthropic reports slow down.
October 7, 2026 at 3:50 PM
Fwiw we went from token maxxing ( can't stress enough the maxxxxxx)
all summer to a ~$500/ea month budget at a large saas .
Personal use on Claude you're looking at heavy subsidies.
When this hits? I agree with Eisman of end of Q4 / 27Q1
anthropic reports slow down.
all summer to a ~$500/ea month budget at a large saas .
Personal use on Claude you're looking at heavy subsidies.
When this hits? I agree with Eisman of end of Q4 / 27Q1
anthropic reports slow down.
Yuxiang Liu, Marla Eisman, Lizhi Yang, Aaron Ames, Francesco Borrelli: RACER: Residual-Adaptive Closed-Loop Estimation for Sampling-Based Planning in Wheeled-Quadruped Racing https://arxiv.org/abs/2610.07409 https://arxiv.org/pdf/2610.07409 https://arxiv.org/html/2610.07409
October 7, 2026 at 6:44 AM
Yuxiang Liu, Marla Eisman, Lizhi Yang, Aaron Ames, Francesco Borrelli: RACER: Residual-Adaptive Closed-Loop Estimation for Sampling-Based Planning in Wheeled-Quadruped Racing https://arxiv.org/abs/2610.07409 https://arxiv.org/pdf/2610.07409 https://arxiv.org/html/2610.07409
The Big Short comentada por el tío real que interpretaba Steve Carell. m.youtube.com/watch?v=O9tH...
Steve Eisman Reacts to Scenes From The Big Short
YouTube video by Steve Eisman
m.youtube.com
October 6, 2026 at 9:55 PM
The Big Short comentada por el tío real que interpretaba Steve Carell. m.youtube.com/watch?v=O9tH...
Steve Eisman, who you may have seen depicted in the movie The Big Short, and is renowned for making a METRIC FUCK TON of money by shorting the housing market just prior to the crash of 2007, has announced weeks ago another BIG SHORT position in FICO (essentially betting that they'll fail).
11/11
11/11
October 6, 2026 at 9:23 PM
Steve Eisman, who you may have seen depicted in the movie The Big Short, and is renowned for making a METRIC FUCK TON of money by shorting the housing market just prior to the crash of 2007, has announced weeks ago another BIG SHORT position in FICO (essentially betting that they'll fail).
11/11
11/11
trying to manufacture a crisis that will create regulation that they think they can manipulate to create the moats, to create the duopoly that they want." ~ Steve Eisman
www.youtube.com/watch?v=PJrq...
www.youtube.com/watch?v=PJrq...
October 6, 2026 at 6:43 PM
trying to manufacture a crisis that will create regulation that they think they can manipulate to create the moats, to create the duopoly that they want." ~ Steve Eisman
www.youtube.com/watch?v=PJrq...
www.youtube.com/watch?v=PJrq...
I wonder how much it annoys my man @edzitron.com when guys like Steve Eisman run on the field near the end of the game and start parroting Ed’s reporting from the last couple years.
October 6, 2026 at 12:19 PM
I wonder how much it annoys my man @edzitron.com when guys like Steve Eisman run on the field near the end of the game and start parroting Ed’s reporting from the last couple years.
Steve Eisman warns that the AI bubble could burst soon 🤖
If a major player like OpenAI were to fail, the impact could spread far beyond tech and potentially hit the wider US economy.
🎓 Join our FREE Webinars → spi.ke/ccbs
If a major player like OpenAI were to fail, the impact could spread far beyond tech and potentially hit the wider US economy.
🎓 Join our FREE Webinars → spi.ke/ccbs
October 6, 2026 at 12:00 PM
Steve Eisman warns that the AI bubble could burst soon 🤖
If a major player like OpenAI were to fail, the impact could spread far beyond tech and potentially hit the wider US economy.
🎓 Join our FREE Webinars → spi.ke/ccbs
If a major player like OpenAI were to fail, the impact could spread far beyond tech and potentially hit the wider US economy.
🎓 Join our FREE Webinars → spi.ke/ccbs
Steve Eisman risponde alla tesi ribassista sull'IA del collega trader di "The Big Short", Michael Burry.
"Se OpenAI fallisce e l'intera catena va a ritroso, assisteremo a una correzione massiccia che non avrà nulla a che vedere con il piano di ammortamento", ha affermato Eisman. (Business Insider)
"Se OpenAI fallisce e l'intera catena va a ritroso, assisteremo a una correzione massiccia che non avrà nulla a che vedere con il piano di ammortamento", ha affermato Eisman. (Business Insider)
October 6, 2026 at 6:46 AM
Steve Eisman risponde alla tesi ribassista sull'IA del collega trader di "The Big Short", Michael Burry.
"Se OpenAI fallisce e l'intera catena va a ritroso, assisteremo a una correzione massiccia che non avrà nulla a che vedere con il piano di ammortamento", ha affermato Eisman. (Business Insider)
"Se OpenAI fallisce e l'intera catena va a ritroso, assisteremo a una correzione massiccia che non avrà nulla a che vedere con il piano di ammortamento", ha affermato Eisman. (Business Insider)
I saw a recent video with Steve Eisman, the Big Short guy. He skated over his own remark about Amazon’s large cash flow that they sunk into AI, but now, are relatively cash poor. Made that choice not to give raises, benefits to their workforce. A true Robert Reich moment if he had been there.
October 5, 2026 at 6:44 PM
I saw a recent video with Steve Eisman, the Big Short guy. He skated over his own remark about Amazon’s large cash flow that they sunk into AI, but now, are relatively cash poor. Made that choice not to give raises, benefits to their workforce. A true Robert Reich moment if he had been there.