The AI Revolution: Who Wins, Who Loses & the SaaSpocalypse | The Real Eisman Playbook Ep 70
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On episode 70 of The Real Eisman Playbook, Steve Eisman sits down with Dan Ives and Gil Luria for a wide-ranging debate on the most important question in markets right now: has the AI trade fundamentally changed, and what does that mean for the stocks that dominate most portfolios? They discuss where we stand with AI compared to where we were a year ago, how specific companies like Google & Oracle have faired, and how the political pressure surrounding data centers has factored in.
00:00 - Intro
02:11 - Where We Stand with AI Right Now
07:04 - Counterarguments Against AI
16:51 - Palantir
19:09 - Google
22:50 - Apple
24:52 - Oracle
30:16 - Winners & Losers
44:28 - Data Centers & Politics
48:40 - Outro
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Connect with Steve Eisman and access all things The Eisman Playbook:
🌐 https://linktr.ee/realeismanplaybook
→ Follow on socials, watch episodes, and get the latest updates — all in one place.
Disclaimer: The financial opinions expressed are for information purposes only. The opinions expressed by the hosts and participants are not an attempt to influence specific trading behavior, investments, or strategies. Past performance does not necessarily predict future outcomes. No specific results or profits are assured when relying on this content.
Before making any investment or trade, evaluate its suitability for your circumstances and consider consulting your own financial or investment advisor. The financial products discussed in ‘The Eisman Playbook' carry a high level of risk and may not be appropriate for many investors. If you have uncertainties, it's advisable to seek professional advice. Remember that trading involves a risk to your capital, so only invest money you can afford to lose. Derivatives are unsuitable for all investors and involve the risk of losing more than the amount originally deposited and any profit you might have made. This communication is not a recommendation or offer to buy, sell, or retain any specific investment or service.
Copyright ©2026 Steve Eisman
Learn more about your ad choices. Visit megaphone.fm/adchoices
On episode 70 of The Real Eisman Playbook, Steve Eisman sits down with Dan Ives and Gil Luria for a wide-ranging debate on the most important question in markets right now: has the AI trade fundamentally changed, and what does that mean for the stocks that dominate most portfolios? They discuss where we stand with AI compared to where we were a year ago, how specific companies like Google & Oracle have faired, and how the political pressure surrounding data centers has factored in.
00:00 - Intro
02:11 - Where We Stand with AI Right Now
07:04 - Counterarguments Against AI
16:51 - Palantir
19:09 - Google
22:50 - Apple
24:52 - Oracle
30:16 - Winners & Losers
44:28 - Data Centers & Politics
48:40 - Outro
Subscribe 👉🏻https://www.youtube.com/@RealEismanPlaybook?sub_confirmation=1
Connect with Steve Eisman and access all things The Eisman Playbook:
🌐 https://linktr.ee/realeismanplaybook
→ Follow on socials, watch episodes, and get the latest updates — all in one place.
Disclaimer: The financial opinions expressed are for information purposes only. The opinions expressed by the hosts and participants are not an attempt to influence specific trading behavior, investments, or strategies. Past performance does not necessarily predict future outcomes. No specific results or profits are assured when relying on this content.
Before making any investment or trade, evaluate its suitability for your circumstances and consider consulting your own financial or investment advisor. The financial products discussed in ‘The Eisman Playbook' carry a high level of risk and may not be appropriate for many investors. If you have uncertainties, it's advisable to seek professional advice. Remember that trading involves a risk to your capital, so only invest money you can afford to lose. Derivatives are unsuitable for all investors and involve the risk of losing more than the amount originally deposited and any profit you might have made. This communication is not a recommendation or offer to buy, sell, or retain any specific investment or service.
Copyright ©2026 Steve Eisman
Learn more about your ad choices. Visit megaphone.fm/adchoices
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