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 17 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
Cramer: Microsoft Azure's reported growth rate is overstated
“We need to see the real growth of Azure, which I think is overstated. Not, not, not illegal. The kind of thing that you have this weird confluence of Azure and whatever the hell they're doing it with the Sarah Fryer there.”
Cramer: OpenAI Has No Real Edge Over Competitors
“I don't think so, because they really don't have any real edge. You love your chat CPT. I love my Gemini.”
Cramer: Tax rich people heavily so everyone can have healthcare
“Tax people, tax rich people until they have, until a lot of money is taken away from them so that that can help healthcare. We have to give healthcare to people and that's everything. And anybody who's involved in the healthcare movement like I am just knows t…”
Cramer: Meta and YouTube will capture 50% to 70% of ad market
“In the end, Mark is going to have, along with YouTube, 50%, if not 70% of the advertising market. And that's a very big market.”
Cramer: Chinese EV competition could wipe out Mercedes and BMW
“The Europeans are so unaware of what can happen that they could wipe out Mercedes and Beamer. They could.”
Cramer says a $10 trillion market valuation is possible for Nvidia
“Yes, I do, because when it was at three hundred billion, he told me it could be a couple trillion, and everyone laughed.”
Cramer: Oracle's $300B RPO Commitment Is a Bridge Too Far
“When you come up with that RPO number, 300 that was the bridge too far.”
Cramer: Apple outsmarted everyone by moving slowly on AI
“You know, I think that they outsmarted everyone.”
Cramer: Google Gemini is superior to ChatGPT
“And Gemini's so great. It takes a little time. It's a little, puts a little more thought into it, and isn't cheeky.”
Cramer expects Nvidia's Vera Rubin architecture to be amazing
“I'm sticking with NVIDIA because I have great belief that GTC and Vera Rubin is going to be amazing. It's going to reason.”
Cramer: Amazon will overcome current stall despite investor dislike
“I think they're going to figure it out, but they are stalled right now, and people don't like the stock at all.”
Cramer: Microsoft Is an Unstoppable Freight Train and OpenAI Won't Derail It
“Yeah, but they won't. I like that. It's a freight train. What do you think? It's like the fugitive? There is no train coming at the freight train. I think that Microsoft is the freight train.”
Cramer predicts autonomous vehicles could cut US traffic deaths by two-thirds
“I bet you that could be cut by two thirds.”
Cramer: Smart glasses displacing the iPhone is far off
“I'm using the iPhone, but I still think that it's a long way off as,”
Cramer: Reddit's ad rates are way too cheap
“Reddit is incredible. I told them, I told Offman, you gotta raise your rates. Rates are way too cheap. When he figures out that his stuff is, like, being scraped by everybody,”
Cramer: Tesla's battery division will solve major clean energy cost problems
“I think that battery division is going to solve a lot of what we have in terms of, like, you know, one of the things, why did, the obsession with clean power, I love it, but clean power is really, really expensive. I prefer battery power, and if Musk does what…”