DiscoverThe Real Eisman PlaybookNVIDIA’S Explosive Growth Can’t Hide the Market’s AI Panic | The Weekly Wrap
NVIDIA’S Explosive Growth Can’t Hide the Market’s AI Panic | The Weekly Wrap

NVIDIA’S Explosive Growth Can’t Hide the Market’s AI Panic | The Weekly Wrap

Update: 2025-11-21
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On this episode of The Weekly Wrap, Steve Eisman breaks down NVIDIA's record-breaking surge. The company continues to grow, but the overall anxiety around AI is undeniable. Steve also breaks down some earnings from Home Depot, Target, Lowe's, and Walmart. He also takes a variety of mailbag questions.




00:00 - Intro


01:05 - NVIDIA Had a Big Week, But the Market Reversed. Why?


06:50 - Oracle


07:40 - Home Depot


09:13 - Lowe's


09:59 - Target


10:47 - Walmart


12:46 - Blue Owl


14:15 - Mailbag: Is the 2%/20% Fair?


16:34 - Mailbag: Identifying When a Stock Has Reached Fair Value


18:23 - Mailbag: The Indian Stock Market


19:20 - Mailbag: Progressive


20:37 - Outro




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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 ©2025 Steve Eisman

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NVIDIA’S Explosive Growth Can’t Hide the Market’s AI Panic | The Weekly Wrap

NVIDIA’S Explosive Growth Can’t Hide the Market’s AI Panic | The Weekly Wrap

Steve Eisman