Steve Eisman

American money manager

1. But they raised prices 1,600%, everybody noticed.

   Steve Eisman · The Real Eisman Playbook (private feed for jude@towers.net) · AI, FICO & the Next Big Risks in Financial Services · 2026-10-21

2. You know, if Muse is, is great today, tomorrow we'll be using Google, you know, it'll, I'm sure it'll be just as good.

   Steve Eisman · The Real Eisman Playbook (private feed for jude@towers.net) · AI, FICO & the Next Big Risks in Financial Services · 2026-10-21

3. Meta can't like, you know, wave a magic wand and recreate that.

   Steve Eisman · The Real Eisman Playbook (private feed for jude@towers.net) · AI, FICO & the Next Big Risks in Financial Services · 2026-10-21

• $NVDA Nvidia — 51 mentions
• $ORCL Oracle — 36 mentions
• $AMZN Amazon — 35 mentions
• $MSFT Microsoft — 34 mentions
• $META — 24 mentions
• $GOOG Google — 22 mentions
• $BAC Bank of America — 20 mentions
• $GEV GE Vernova — 20 mentions
• The Compound and Friends · How OpenAI Could Cause a US Recession With Steve Eisman · 2026-10-16
• Prof G Markets · Steve Eisman: One Company Could Break The AI Boom · 2026-10-02
• Squawk Pod · SpaceX Demand & Cynicism, A Strong Labor Market, & Screwworm 6/8/26 · 2026-06-08
• Against the Rules with Michael Lewis · The Short Sellers · 2025-10-21