The Shutdown Ends, Burry’s New AI Warning & Disney Stumbles | The Weekly Wrap
The Real Eisman Playbook
What Is Michael Burry Claiming About AI Accounting?
Eisman summarizes Burry's thesis on extended compute depreciation and how it can inflate hyperscalers' reported earnings.
On this episode of The Weekly Wrap, Steve Eisman breaks down the end of the government shutdown, Michael Burry's warning about AI accounting, Disney & Paramounts struggles, and earnings from CoreWeave, Cisco, Circle, and more.
00:00 - Intro
01:05 - Life Update
01:40 - The Government Shutdown Finally Ends
02:22 - Only 10 Companies Reported This Week
02:46 - Consumers Are Still Struggling, Burry's Warning About AI, and Big Banks
06:26 - Earnings: CoreWeave, Disney, Paramount, Cisco, Circle, and More
13:55 - Mailbag: Why We're in an M&A Advisory Boom
14:58 - Outro
Watch my Financial Literacy Masterclass video here: https://youtu.be/u8chA7LC8lU
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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.
On this episode of The Weekly Wrap, Steve Eisman breaks down the end of the government shutdown, Michael Burry's warning about AI accounting, Disney & Paramounts struggles, and earnings from CoreWeave, Cisco, Circle, and more. 00:00 - Intro 01:05 - Life Update 01:40 - The Government Shutdown Finally Ends 02:22 - Only 10 Companies Reported This Week 02:46 - Consumers Are Still Struggling, Burry's Warning About AI, and Big Banks 06:26 - Earnings: CoreWeave, Disney, Paramount, Cisco, Circle, and More 13:55 - Mailbag: Why We're in an M&A Advisory Boom 14:58 - Outro Watch my Financial Literacy Masterclass video here: https://youtu.be/u8chA7LC8lU 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 ©2025 Steve Eisman
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