The Ledger

Every statement that passed quotation and attribution checks. Mix any filter with any other: certainty 1/5, debate potential 5/5, or both at once.

2statements match

1resolved → 1open claims → 1supported → 0contradicted →

why aren't all 2 resolved? a statement only gets an assessment when the public record can support or contradict it. opinions and what-ifs never can, and 1 checkable ones are still open, waiting for their date. predictions held up or didn't; assertions are supported or contradicted. on every card: ▮▮▮▮▮ certainty · ▮▮▮▮▮ debate potential. speakers are clickable

Assertion Supported

Calacanis: ASML stock falls 17% as Chinese competitor CXMT surges 500%

“Well, ASML stock is down 17% on news that China is getting into that business and Chinese memory maker CX MT went public surging almost 500% on its debut market cap over four 50. And so that hurt Micron Samsung, et cetera, who were all down.”

Jason Calacanis Jul 30, 2026 ▶ 22:18 Chip Stocks Crash, $20B Fund Margin Called, Frontier Labs: SLOW DOWN AI, Mamdani's Grocery Stores

Prediction Open · timeframe Mar 2031

Chamath: ASML cannot manufacture lithography machines in US for 5-6 years

“ASML, who makes the extremely complicated Lithography machines, as an example, can't necessarily do that for another five or six years here.”

Chamath Palihapitiya Mar 20, 2025 ▶ 1:06:16 Howard Lutnick | All-In DC

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The Ledger

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