The Real Eisman Playbook

The Real Eisman Playbook on rates: "500 billion in AI related debt has been raised"

12 arguments: Why the AI doomsday warnings are read as a play for regulatory moats, what broke FICO's monopoly, and the 14% of the S&P 500 that is…

17 hrs ago • The Scuttlebutt

Seawolf's co-founders: 70% of hyperscaler AI revenue comes from Anthropic and OpenAI

12 takeaways: Why Porter Collins has never held more conviction in gold, how the multi-manager pods made shorting almost impossible, and the mystery…

Sep 15 • The Scuttlebutt

Steve Eisman: why US growth now rests on two loss-making AI companies, why he's still long Nvidia and not short, and why he calls a Treasury…

The Big Short investor on what the end of token maxing does to second-half revenue, why 40 years of deficit doom was wrong, and why embedded gains stop…

Aug 29 • The Scuttlebutt

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