' Big Short ' investor Steve Eisman details the 4 themes that have him betting on a turbocharged infrastructure boom instead of chasing AI hype

None Famed "Big Short" investor Steve Eisman is bullish on infrastructure for four main reasons, he said on the Odd Lots podcast. • None AI, electric grid investing, industrial onshoring, and green energy will all boost the sector. • None Eisman sees infrastructure as a better bet than AI, which…#steveeisman #noneai #noneeisman #bigshort #neubergerberman #eaton #cpu #jpmorgan #oddlots #quantaservices

Source: Reuters: Health - April 7, 2024 Category: Consumer Health News Source Type: news