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“The reclassification by the Trump administration of medical cannabis from a Schedule I to a Schedule III drug will improve growth and earnings. I own the stock”
@The Real Eisman Playbook · Steve Eisman
Glass House Brands gains as cannabis rescheduling lifts cannabis growth and earnings
GLASFLONG@ $13.35
$11.60-13.11%
since call Jun 18
“Take the stock I've recommended, Meritage. I recommended it in the low 70s in January. The war and higher rates caused it to decline to $62.”
@The Real Eisman Playbook · Steve Eisman
Meritage homebuilder rerates toward M&A multiples as rates fall back below 4.5%
MTHLONG@ $77.32
$70.77-8.46%
since call Jun 18
peak +2.3%
“And NVIDIA is the bellwether of the group. Its 1Q26 revenue growth was an incredible 85%. 85%.”
@The Real Eisman Playbook · Steve Eisman
NVIDIA revenue growth accelerating to 85% confirms the AI capex cycle is still expanding, lifting the shares.
NVDALONG@ $214.26
$199.91-6.70%
since call Jun 18
peak +1.8%
“In 2026, Google will be spending $180 to $190 billion on AI CapEx, and that is just too much for its cash flow.”
@The Real Eisman Playbook · Steve Eisman
Google's $180-190B AI capex outruns its cash flow, forcing equity raises; commoditizing returns compress the multiple.
GOOGLSHORT@ $367.21
EXIT—
since call Jun 18
flipped Jun 29 · held 11d · record frozen
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“for investors who remain bullish, they may shy away from the capital-intensive hyperscalers and focus more on power generation, semiconductors…”
@The Real Eisman Playbook · Steve Eisman
AI suppliers like Arista and Cisco win as hyperscalers become capital-intensive airlines
ANETLONG@ $173.73
$180.90+4.13%
since call Jun 18
peak +9.3%
“I'll just reflag my views on the payment space. It's a brutal space where competition is intense, and the only impregnable franchises are Visa and Mastercard.”
@The Real Eisman Playbook · Steve Eisman
Visa stays an impregnable franchise in a brutal payments space where rivals lose share
VLONG@ $321.67
$365.22+13.54%
since call Jun 18
peak +14.0%
“Fox has a 2026 PE of 10 times and it is valuing Roku at a 2026 PE of 57 times.”
@The Real Eisman Playbook · Steve Eisman
Fox falls as it overpays for Roku, valuing it at 57x earnings versus Fox at 10x
FOXASHORT@ $51.35
$58.12-13.19%
since call Jun 18
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