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.
why aren't all 3 resolved? a statement only gets an assessment when the public record can support or contradict it. opinions and what-ifs never can, and 0 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
Gil: Was totally wrong investing in two Nvidia competitors eight years ago
“The bottom side of it, the chip side actually invested in two companies seven, eight years ago thinking that there would be Nvidia competitors and I was totally wrong.”
Kolicich: NVIDIA is trading at around 25 times forward earnings
“NVIDIA is like 25 times forward earnings.”
McGrew: It is very hard to bet against Nvidia in AI hardware
“I think what everybody has seen so far is that Nvidia has just been able to continually do better and better and better because they have, you know, the big market and a lot of capital to throw at it. So I think it's pretty hard to bet against Nvidia.”