Steve Eisman Predictions

Host of The Real Eisman Playbook, former FrontPoint Partners

Track Steve Eisman's public market predictions and forecast accuracy. Each prediction is recorded from the date it was published to its estimated deadline, then graded correct or wrong based on the outcome.

4 forecasts 4 pending
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4 forecasts
Person Subject Forecast* Source Date Deadline** Outcome
Steve Eisman Anthropic Anthropic's revenue growth will slow in Q3 and Q4 2026 compared to the first half of the year, as token maxing has ended
See quote
[6:32] I'm pretty sure that Anthropic's revenue story will be good through June. And that's because sometime around late June, July, token maxing, which is where people were just spending whatever they what they had no sensitivity to spending. They just spent money like crazy on tokens. Token maxing ended. And now people are a lot more self-conscious. So, I actually think the third and fourth quarters are going to be much more interesting for Anthropic and Open AI than the first half of the year.

Extracted by AI from a YouTube transcript. May be inaccurate or missing context. Verify via source. Send a correction.

The David Lin Report 2026-08-27 2027-02-28 pending
Steve Eisman Openai OpenAI will find it harder to raise capital going forward as token maxing has ended and revenue growth has slowed
See quote
[11:40] I think that if if First of all, I OpenTable I think is in trouble. I think the revenue growth has obviously slowed dramatically. It better start reaccelerating soon. And um, if what what I was talking before about token maxing, I think it's going to be harder for these guys to raise capital. I could be wrong. That's what I think.

Extracted by AI from a YouTube transcript. May be inaccurate or missing context. Verify via source. Send a correction.

The David Lin Report 2026-08-27 2027-08-27 pending
Steve Eisman AI Stocks The major AI-driven market risk tied to Anthropic and OpenAI could materialize within approximately one year (by mid-2027)
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[19:42] I think the big risk to the market, which is huge, is Anthropic and Open AI, but that risk could be if it if I'm right, it could materialize a year from now.

Extracted by AI from a YouTube transcript. May be inaccurate or missing context. Verify via source. Send a correction.

The David Lin Report 2026-08-27 2027-08-27 pending
Steve Eisman U.S. Banking Sector The U.S. banking system is at historically safe levels and does not pose a systemic risk
See quote
[28:28] the banking system in the United States, I don't think it's ever been this safe in anyone's lifetime.

Extracted by AI from a YouTube transcript. May be inaccurate or missing context. Verify via source. Send a correction.

The David Lin Report 2026-08-27 2027-08-27 pending