

AI Narrative Switched, Debt Yields Spike | The Weekly Wrap
Sign up for The Real Eisman Playbook Premium at https://realeismanplaybook.substack.com/ On this episode of The Weekly Wrap, Steve Eisman discusses CoreWeave’s climbing debt, fading confidence in AI data center economics, and whether the business model is unworkable. Steve also walks through a packed earnings week,…

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“28 year old me would have absolutely gobsmacked that there would be a time in history with so much content from eisman available at fingertips. what a time to be alive. thanks to steve and valerie.”
“When everything runs on cheap debt and that debt is no longer cheap. 💀”
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