Steve Eisman.

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• Nvidia Mentioned together
  Nvidia is expanding its platform deployment across major cloud providers, including Google Cloud and Microsoft Azure.
  Moves Steve Eisman

  Mon 17:31
• Michael Burry Operational
  Minerva hired Michael Burry as a senior adviser.
  Moves Steve Eisman

  Mon 17:29
• Alphabet Inc. Mentioned together
  Ascension Parish and Iberville parishes are seeking land for future energy projects, targeting hyperscalers like Alphabet and Amazon.
  Moves Steve Eisman

  Mon 10:59
• OpenAI Mentioned together
  Experts, including Dario Amodei at Cornell University, warned about the power and limits of AI, specifically citing risks of AI taking control of the internet.
  Moves Steve Eisman

  Mon 17:41
• Nike Mentioned together
  Trump struck a major trade deal with Vietnam, during which Vietnamese officials courted U.S. companies like Nike.
  Moves Steve Eisman

  Sun 15:03
• Meta Mentioned together
  Meta is launching a new commercial wing specifically focused on AI deployment.
  Moves Steve Eisman

  Mon 17:55

• OpenAI Mentioned together

  Steve Eisman uses OpenAI as a case study to issue warnings regarding its market vulnerabilities and operational risks.

  Well supportedWed 15:53
  Steve Eisman → OpenAI

  OpenAI → Steve Eisman
• Google Transactional

  Eisman reduced his investment exposure after selling a stake in Google/Alphabet.

  Well supportedAug 31
  Steve Eisman → Google

  Google → Steve Eisman
• Amazon Mentioned together

  Amazon is a subject of discussion regarding market trends and tech stock concentration risk, which are topics covered by Steve Eisman.

  Some supportAug 3
  Steve Eisman → Amazon

  Amazon → Steve Eisman
• Anthropic Mentioned together

  Steve Eisman uses Anthropic as a subject of market analysis and cautionary commentary regarding AI industry trends.

  Some supportSep 17
  Steve Eisman → Anthropic

  Anthropic → Steve Eisman
• Alphabet Inc. Mentioned together

  Eisman publicly warns that major AI companies, including Alphabet, lack a sustainable competitive advantage (moat).

  Some supportJul 18
  Steve Eisman → Alphabet Inc.

  Alphabet Inc. → Steve Eisman
• MarketWatch Mentioned together

  Steve Eisman was featured as a guest on a MarketWatch podcast.

  Some supportAug 20
  Steve Eisman → MarketWatch

  MarketWatch → Steve Eisman
• Nike Mentioned together

  The relationship is based on co-mention where market shifts discussed by Eisman impacted the brand performance of Nike.

  Some supportJun 25
  Steve Eisman → Nike

  Nike → Steve Eisman
• Meta Mentioned together

  Steve Eisman provides general commentary on the risks and costs associated with the concentration and spending within the technology sector.

  Some supportAug 18
  Steve Eisman → Meta

  Meta → Steve Eisman