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'The Big Short' Investor Steve Eisman Warns Markets Will Go 'Straight Down' If Any Hyperscaler Cuts Capex

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Steve Eisman warns markets will go 'straight down' if any hyperscaler cuts capital expenditure.
Eisman questioned whether frontier model developers have moats around their businesses.
Eisman made the comments during an interview with CNBC.
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Rajeev Chandrasekhar / Jupiter Capital interests historically