Sell-off in Big Tech is a 'psychological rotation', says Neuberger Berman's Steve Eisman

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2024-07-25に共有
Steve Eisman, Neuberger Berman Senior Portfolio Manager, joins 'Fast Money' to talk the sell-off in Big Tech, the upcoming election, the economy and more.

コメント (21)
  • “A mile wide and an inch deep” is attributed to Edgar Nye referring to a river in the Midwest. It has become to mean being shallow or lacking depth in a particular subject matter.
  • Can anybody explain this retoric to me? Steve Eisman says Kamala was just appointed. Yes, but the same is true for JD Vance, no? How is appointing Kamala Harris any different to when Trump appointed JD Vance? Can anybody explain this to me? Thanks :)
  • @Pophead.
    What does mile wide and inch deep mean
  • @michaelh.7048
    Dan is always negative, he should let the guest more time to explain his opinion...
  • I think the sell off is a very healthy thing Ai and tech in general was getting a bit hot and ahead of itself. Ai's real returns will not be instant they will be real, but it will take a lot more viable usecase wins. Today was just a steam release. Fumbels by Intel, AMD, Apple, headwinds on Tesla, IP/culture drain by success at Nvidia should all be drags on optimism but not to the point of pessimism.
  • @oceanview3165
    “I don’t trade, I just don’t trade. I am not particularly good at it.” First time I heard anyone saying that on CNBC.
  • @Judge247
    This was hilarious, thank you! Eismann is very experienced and quite intelligent … and exactly the wrong fellow for this segment. Can you guys get Biden on set for a discussion of economics next??
  • @thomasruge
    Sure, he was correct in 2008 about the housing bubble. I don't know what you expect from him now, but I can assure you its far too much.
  • @swb3248
    What is he implying when he says her support will be a mile wide and an inch deep?
  • I just wanted to say thank you for your helpful tips. I tried them out and managed to get 8 out of 10 - a significant improvement for me.
  • I love this guy. No nonsense. Common sense. Wise and Smart. Rare combination
  • @thomasdowd1960
    Steve is very Level Headed and I remember him talking about the Protesters Burning Our American Flag. He is a Smart Guy
  • @damham5689
    Protesters at the dnc dont make up the democratic party. Just like protesters at the rnc dont make up republican party.