The Real Eisman Playbook The U.S. Sets an Unprecedented AI Chip Agreement with China | The Friday Market Wrap!
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Aug 16, 2025 Explore an unprecedented U.S. agreement impacting Nvidia and AMD's AI chip sales in China, raising questions about foreign policy and economic interests. Discover China's frustrations with chip restrictions and issues of potential espionage. Dive into market shifts with highlights on corporate earnings from Cisco and Circle. Analyze emerging trends in the AI landscape and the expected changes in investments. Plus, get a sneak peek at upcoming discussions, including insights from industry experts!
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Use Earnings As A Thesis Check
- Study both reported quarterly numbers and management's explanations to validate your investment thesis.
- If management misses revenue expectations, treat it as a red flag and reassess the investment.
Listen For Tone, Not Just Numbers
- Pay attention to conference calls and what management says and omits, not just headline numbers.
- Prepare which metrics matter most and listen for tone shifts that reveal hidden problems.
Government Sells Export Licenses
- The U.S. arranged export licenses that let NVIDIA and AMD sell limited AI chips to China while taking 15% of those revenues.
- Steve Eisman finds this radical and worries it creates a government vested interest that could skew future policy decisions.
