Eisman Pushes Back on Burry's AI Market-Top Call: Premature, Nvidia Rally Could Persist
Two veteran investors clash on the AI rally: Michael Burry says Nvidia and other AI names may be near a top, while Steve Eisman argues it's premature and a price war among AI players (OpenAI/Anthropic) would be the trigger needed to unwind, pointing to solid macro data and heavy spending as reasons the rally could continue for now, with markets pricing only a modest bust probability this year.