'Big Short’ Investor Steve Eisman Pushes Back on Michael Burry’s AI Chip Depreciation Thesis: 'I Think He is Wrong…’
Steve Eisman challenges Michael Burry’s AI accounting warning, calling depreciation concerns “too academic” amid strong chip demand.
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Why It Matters
Two famous investors disagree about AI chip costs. One says the worry is too theoretical given how much people want chips.
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