The Real Eisman Playbook
The Real Eisman Playbook
Steve Eisman
The Q2 2026 Report Card: Who Won, Who Lost, and Why | The Weekly Wrap
22 minutes Posted Jun 26, 2026 at 8:18 pm.
Intro
Iran War Updates
Accenture's Disastrous Quarter
Good News For GEV
Volatility in SpaceX Stock
Bad News For Google
Good News For Micron
Bad News For Nike
Review of Second Quarter
Thoughts on Alan Greenspan
Mailbag: Is Europe Too Regulated?
Outro
Intro
Iran War Updates
Accenture's Disastrous Quarter
Good News For GEV
Volatility in SpaceX Stock
Bad News For Google
Good News For Micron
Bad News For Nike
Review of Second Quarter
Thoughts on Alan Greenspan
Mailbag: Is Europe Too Regulated?
Outro
0:00
22:38
Download MP3
Show notes
On this episode of The Weekly Wrap, Steve Eisman delivers his second quarter market review, breaking down why semiconductors like Micron and Sandisk surged over 200% while software stocks got crushed, and why the hyperscalers are losing investor confidence. Steve also covers SpaceX's wild volatility after its IPO, Micron's jaw-dropping 1,215% earnings growth, and closes with thoughts on Alan Greenspan and a viewer mailbag question
Watch my Financial Literacy Masterclass video here: https://youtu.be/u8chA7LC8lU
Watch my Masterclass on the 2008 Financial Crisis here: https://youtu.be/4bSCdJTbR8I
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Connect with Steve Eisman and access all things The Eisman Playbook:
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→ Follow on socials, watch episodes, and get the latest updates — all in one place.
Sign up for The Real Eisman Playbook Premium at https://realeismanplaybook.substack.com/
On this episode of The Weekly Wrap, Steve Eisman delivers his second quarter market review, breaking down why semiconductors like Micron and Sandisk surged over 200% while software stocks got crushed, and why the hyperscalers are losing investor confidence. Steve also covers SpaceX's wild volatility after its IPO, Micron's jaw-dropping 1,215% earnings growth, and closes with thoughts on Alan Greenspan and a viewer mailbag question
Watch my Financial Literacy Masterclass video here: https://youtu.be/u8chA7LC8lU
Watch my Masterclass on the 2008 Financial Crisis here: https://youtu.be/4bSCdJTbR8I
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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