The Real Eisman Playbook The K-Shaped Reality: AI Booms While Housing & Tesla Struggle | The Weekly Wrap
86 snips
Oct 24, 2025 In this discussion, AI companies are thriving while traditional sectors struggle. Steve Eisman highlights Apple's impressive iPhone 17 sales but raises concerns over its AI direction. The podcast delves into the K-shaped economy, contrasting AI growth with mixed results in housing and homebuilding. Tesla's challenges are examined, alongside GM's unexpected success amidst rising pickup sales. Aviation is on the rise with strong demand for jet engines, while Netflix navigates market sensitivity. A compelling blend of insight awaits!
AI Snips
Chapters
Transcript
Episode notes
K-Shaped Economy Driven By AI Winners
- AI-related companies are driving most growth while the rest of the economy is mixed and nuanced.
- Steve Eisman labels this divergence a K-shaped economy where AI winners outperform everything else.
Backlog Trumps Quarterly EPS For Long-Lead Suppliers
- GE Vernova's backlog, not current quarterly EPS, signals strength because gas turbine orders deliver years later.
- Investors should focus on large order backlogs as the key metric for long-lead industrial AI demand.
Infrastructure Suppliers Turbocharged By Data Centers
- Amphenol's earnings were turbocharged by the data-center AI boom, transforming a steady business into rapid growth.
- Connector makers and other infrastructure suppliers now show explosive revenue and EPS expansion due to AI demand.