
Steve Eisman is a businessman and investor who shorted collateralized debt obligations (CDOs) during the Great Recession and profited significantly from it. He has remained active in the stock market and manages a portfolio, which is now shorting a specific software stock.
His short position is not in Palantir (PLTR) or Microsoft (MSFT), but a more specialized software firm called Fair Isaac Corp. (FICO). You're likely aware of "FICO scores," and this comes from Fair Isaac's credit scoring.