Inside the Industrial Comeback & AI’s Power Crisis with Nigel Coe | The Real Eisman Playbook Ep 37

Описание: On this episode of The Real Eisman Playbook, Steve Eisman is joined by Nigel Coe from Wolfe Research to discuss a variety of topics across the industrial sector. The two of them break down the year in AI stocks, the state of the housing market, GE Vernova, the AI power crisis, and much more.

00:00 - Intro
01:54 - Breaking Down the State of the Industrial Sector: What's Growing & What's Not?
06:34 - What's Going On with Eaton?
11:00 - What's Doing Well in AI? What's Not Doing Well?
12:30 - Honeywell
15:12 - GE Vernova & The Power Concern
29:37 - 3M
32:15 - Housing
34:30 - Nigel's Best Calls & Worst Calls
38:20 - Is Trump's Supply Plan Working?
40:08 - Looking Ahead to Next Year

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On this episode of The Real Eisman Playbook, Steve Eisman is joined by Nigel Coe from Wolfe Research to discuss a variety of topics across the industrial sector. The two of them break down the year in AI stocks, the state of the housing market, GE Vernova, the AI power crisis, and much more.

00:00 - Intro
01:54 - Breaking Down the State of the Industrial Sector: What's Growing & What's Not?
06:34 - What's Going On with Eaton?
11:00 - What's Doing Well in AI? What's Not Doing Well?
12:30 - Honeywell
15:12 - GE Vernova & The Power Concern
29:37 - 3M
32:15 - Housing
34:30 - Nigel's Best Calls & Worst Calls
38:20 - Is Trump's Supply Plan Working?
40:08 - Looking Ahead to Next Year

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