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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.

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4statements match
4resolved → 0open claims → 0supported → 4contradicted →

why aren't all 4 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

Prediction Didn’t hold up
Ives: Apple's China sales will grow 15% to 20% next year
“But Alex, if you look at comps, the next year, China's gonna be up 15, 20%, and that's why, like, the bears, when they come out of hibernation mood with iPhone mathematical gymnastics trying to scare people, the reason the stock's not doing anything, because i…”
Dan Ives Oct 23, 2024 ▶ 4:32 The Apple Paradox, Trump’s Impact on Markets, NVIDIA Demand — With Dan Ives and Stephanie Link
Prediction Didn’t hold up
Ives: Trump victory will initially hurt AI trade, Apple, and Tesla
“Trump gets in, if he gets in, It is very negative for the AI trade. Initially, semis, tariffs, retaliatory for Apple, Tesla.”
Dan Ives Oct 23, 2024 ▶ 26:56 The Apple Paradox, Trump’s Impact on Markets, NVIDIA Demand — With Dan Ives and Stephanie Link
Prediction Didn’t hold up
Ives: NVIDIA will reach $4 trillion market cap in 3-6 months
“I think you're looking at four trillion dollar mark cap again in the next three to six months. I mean, that's, I think them and Apple, they battle it out for that finish line to get the four trillion.”
Dan Ives Oct 23, 2024 ▶ 35:46 The Apple Paradox, Trump’s Impact on Markets, NVIDIA Demand — With Dan Ives and Stephanie Link
Assertion Contradicted
Ives: Apple gained ~300 bps of China market share over two years
“First off, they've gained about 300 bips of market share in China in the last two years.”
Dan Ives Oct 23, 2024 ▶ 4:11 The Apple Paradox, Trump’s Impact on Markets, NVIDIA Demand — With Dan Ives and Stephanie Link
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