Steve Eisman gets more conservative with portfolio as AI trade nears 'tipping point'

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Steve Eisman, a 'Big Short' trader, believes the artificial intelligence trade is nearing a 'tipping point,' leading him to become more conservative in his portfolio by shorting positions. His concerns stem from signs of slowing revenue growth at companies like Anthropic and capital efficiency issues indicated by financial reports. Eisman remains cautious about making a definitive bet against the AI trend due to its deep entanglement with the broader market.