'Big Short' investor Steve Eisman predicts huge Apple refresh cycle ahead due to AI

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Published 2024-05-21
Steve Eisman, Neuberger Berman senior portfolio manager, joins 'Fast Money' to talk the winners in the AI space ahead of Nvidia earnings,

All Comments (21)
  • @eliseduffyfxx
    As an investing enthusiast, I often wonder how top level investors are able to become millionaires off investing. . I’ve been sitting on over $545K equity from a home sale and I’m not sure where to go from here, is it a good time to buy into stocks or do I wait for another opportunity?.
  • The main focus for markets now is Nvidia, which has powered a large chunk of the S&P 500’s recent earnings. Nvidia’s stock, up more than 90% this year, rose 2.5% in New York on Monday, sending the Nasdaq 100 index to another record high. I'm still looking for companies to make additions to my $350K portfolio, to boost performance. Here for ideas...
  • @tonysilke
    AI stocks will dominate 2024. Why I prefer NVIDIA is that they are better placed to maintain long term growth potential, and provide a platform for other AI companies. I know someone who has made more than 200% from NVIDIA. I'll also take any other recommendations you make.
  • @bonner-qv3mi
    Great video, The first $100,000 invested was amazing. But when you hit $300,000 it’s like smashing the glass ceiling! I cried.
  • My portfolio doesn’t just cater to dividend stocks. I hold $VFIAX (S&P 500 index fund) in my Roth IRA and $VTI (Total Stock Market ETF) in my taxable brokerage account. Two of my largest holdings. The individual dividend stock positions all complement the index holdings.
  • I agree that many people are considering NVDA as the "Stock of the year." However, I'm curious about which stocks could potentially become the next META in terms of growth over the next decade. I've allocated $200k for investment, aiming to retire comfortably.
  • @Brandon96712
    I recently sold some of my long-term position and currently sitting on about 250k, do you think Nvidia is a good buy right now or I have I missed out on a crucial buy period, any good stock recommendation on great performing stocks will be appreciated.
  • @user-qb6qo7ln5n
    It seems everyone is still relying too heavily on the charts now. Imho, when the ETF's stepped into Crypto it changed the game. The Bitcoin Baby has been born and will grow up fast. The Crypto Market now has a rubber stamp of approval. Wall Street is in the game now and It will become the store of value we have been talking about. The rules are already changing. We would have normally had a corrective retrace by now, yet Bitcoin has been steadily rising. The name of the game is getting out with profit, but when exactly to get out this Super Cycle is going to be a tricky one. It's not about guessing the market's next move; it's about playing it smart and steady...managed to grow a nest egg of around 3.4Bitcoin to a decent 18Bitcoin in the space of a few months... I'm especially grateful to Aaron Gavin whose deep expertise and traditional trading acumen have been invaluable in this challenging, ever-evolving financial landscape....
  • @victoriaabott
    I already own shares of PALANTIR, TSLA, NVDA and APPL as well. Sure, I don't mind having these equities sit around for a while, but I'd also like to appreciate short-term opportunities that could fetch $200,000 or less..
  • @MablePauls
    Creating wealth entails establishing positive routines, such as consistently setting aside funds at regular intervals for sound investments. Financial management is a vital subject that many avoid, often leading to future regrets.
  • @Debbie.Burton
    Apple stock surged 6% after exceeding earnings expectations. Considering diversification and Apple's strong performance, I'm thinking of adding tech stocks to my $400K portfolio.
  • "Big Short" investor Steve Eisman said the sizzling stock market rally can run on as long as the US economy stays strong. I’ve been sitting on over $345K equity from a home sale and I’m not sure where to go from here, is it a good time to buy into stocks or do I wait for another opportunity?
  • @ibrahimyusuf677
    I'm favoured, $27K every week! I can now give back to the locals in my community and also support God works and the church. God bless American .
  • @Mr.Eeeeeeeee
    Man it is so refreshing to hear a real expert talk complete sense. No doom and gloom.
  • @AJV-nw4yr
    Love Melissa Lee. She is so smart and quick witted. Best interviewer/moderator at CNBC by far. Kind of think she is under-appreciated there at CNBC
  • @Twestliw
    Does Steve pay this channel to blow him and have him on so much? I don’t think the average viewer is as excited to hear from this guy as they make it seem.
  • @Hunter-go4bv
    People forget Apple also designs chips. They are also a master at designing chips.
  • @umeshmahindra
    this guy is good, clarity of thought and confidence
  • These investment bankers and mutual funds peddle mutual funds regularly. I understand all investments carry some risk, but mutual funds are typically considered a safer investment than purchasing individual stocks. But if I can make more return on investment with individual stock at a given time, should I still choose mutual fund?
  • @richbentley4529
    Just to be clear, to keep the same monthly mortgage payment at 7% as it would be at 3.5% does NOT mean the price of the home needs to be cut in half. A 500,000 mortgage at 3.5% and a 340,000 mortgage at 7% are both a $2260-ish payment.. not sure what math class Steve's subscribed to, but fortunately we didn't attend it with him.