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.

clear all ✕

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 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

Prediction Open · timeframe Jun 2027
Kantrowitz: Memory Chip Valuations Will Inevitably Fall
“That will fall. It has to fall inevitably, right? I mean, not investment advice, but that has to fall.”
Alex Kantrowitz Jun 2, 2026 ▶ 37:48 Warning Signs For The AI Boom, Anthropic Passes OpenAI, Robinhood’s AI Trading
Assertion Supported
Micron Achieved 84.9% Gross Margin Compared to Apple's 49.3%
“Micron's gross margin was 84.9% last quarter, and Apple's was 49.3%.”
Alex Kantrowitz Jun 29, 2026 ▶ 43:13 Mythos is Back, OpenAI Releases GPT 5.6, Apple’s Price Increases
Assertion Supported
Kantrowitz: Top Three Memory Chip Makers Surpass World's Largest Oil Companies
“The world's three largest memory chip makers, Samsung Electronics, SK Hynix, and Micron Technology, now carry market capitalizations of more than a trillion dollars each, that's 22% above the combined market cap of the world's three most valuable oil companies…”
Alex Kantrowitz Jun 2, 2026 ▶ 36:13 Warning Signs For The AI Boom, Anthropic Passes OpenAI, Robinhood’s AI Trading
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