The Real Eisman Playbook Crypto & Silver Collapse, Software Gets Obliterated, & Two Stock Recommendations | The Weekly Wrap
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Feb 6, 2026 A sharp recap of silver’s dramatic collapse and the mechanics of forced liquidations. A look at crypto’s plunge and why it failed as a safe haven. A dive into the brutal selloff in software stocks and contagion risks. Two stock picks with rationale: a cable operator and a homebuilder. Quick rundowns of recent earnings from major tech and pharma names.
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Charter’s CapEx Turn To Massive FCF
- Charter's heavy CapEx cycle is ending, forecasting free cash flow per share to jump from $32 (2025) to $121 (2029).
- Falling CapEx plus buybacks could shrink share count massively and create extreme free cash flow yield.
Charter’s Fundamentals Are Improving
- Charter's subscriber trends stabilized: smaller broadband losses, mobile growth, and a surprise video subscriber addition.
- Stabilizing revenue plus buybacks turn Charter from pure value into a value-with-story idea.
Buy Entry-Level Builder With Buybacks
- Buy Meritage Homes when price is near tangible book value and the company is aggressively repurchasing shares.
- Eisman highlights MTH's 2026 buybacks that could cut shares by ~11% and create upside if affordability policy helps demand.