Category: Steve Eisman
-
“Never Short a Cult”
Steve on bubbles, risk, and revenue “projections”.
-
Market Update
Corporate Investments and GrowthApple’s $600 billion US investment over 4 years faces skepticism due to its existing $55 billion annual investment in China, where 90% of its products are manufactured. Palantir’s quarterly sales reached $1 billion, growing 47% with $306 million in commercial revenue and $426 million from US government contracts, primarily defense and CIA.…
-
Eisman’s Opinion
“Bullish Signs Continue. Here’s a summary of the highlights:Market Overview: Both the S&P 500 and NASDAQ reached 52-week highs. The S&P 500 rose approximately 3% and NASDAQ around 4% during the week. Earnings Reports: Strong performance in earnings reports contributed to market growth. Major reports came from companies like Carnival and Nike. Nvidia reported significant…
-
The Big Short Panel in 2025
The Big Short panel discusses the dynamics of America’s housing market and draws parallels with the events depicted in “The Big Short,” referencing a significant trade amounting to $1.3 billion. The conversation touches on the recent fluctuations in the stock market, particularly in relation to tech stocks and AI, questioning the sustainability of current valuations…