"Big Short" Investor Steve Eisman Highlights the Biggest Risk to AI Stocks Right Now

Renowned investor Steve Eisman warns that a potential price war between OpenAI and Anthropic poses the biggest risk to AI stocks. As companies reduce AI token spending after the 'tokenmaxxing' era, if these two dominant AI firms must slash prices to compete, it could undermine profitability and trigger a broader market correction. Eisman suggests diversifying into broader S&P 500 index funds rather than tech-heavy ETFs to mitigate concentration risk.