The Real Eisman Playbook — sniff.trade

The Real Eisman Playbook

Steve Eisman (The Big Short) shares his own market views and named positions — long-term tech, financials, energy, private credit.

12 episodes · 113 trades · 8 speakers

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@The Real Eisman Playbook

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SpaceX Disappoints, AI's Free Cash Flow Shrinks, Meta Struggles | The Weekly Wrap

IDEAS · 6

METASHORTMeta's AI build-out is crushing its free cash flow, with expenses surging 55% to vastly outpace revenue growth.$712.06-22.09%›CAT

CATLONGCaterpillar is a hidden AI data-center play, with its power and energy division driving 73% EPS growth through generator sales.$833.45-1.30%›SPC

SPCXSHORTSpaceX is trading at an expensive 54x revenue multiple while its AI CapEx surges and Starlink subscriber growth misses expectations.$148.92-13.52%›LLY

LLYLONGEli Lilly has decisively won the diet drug wars, posting 33% EPS growth that proves its dominance over competitors.$1,163-2.26%›

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