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 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

Opinion
Batnick: Nvidia could drop 50% without proving the bears right
“Can this thing get cut in half? Absolutely it can get cut in half. But does that prove the, does that prove that the bears were right? I don't think so. Growth stocks get cut in half all the time.”
Michael Batnick Jun 26, 2024 ▶ 21:38 Decoding the NVIDIA Trade - With Michael Batnick
Opinion
Batnick: Missing Nvidia hurts Cathie Wood's innovation fund credibility
“She sold it before the run and listen, she has a difficult job, but to make matters worse, like she never got back on and there was a lot of opportunity for her to do so. And when you market yourself as the innovation fund and you miss the biggest innovation o…”
Michael Batnick Jun 26, 2024 ▶ 23:03 Decoding the NVIDIA Trade - With Michael Batnick
Opinion
Batnick: Nvidia has earned a valuation premium above market multiple
“I don't know what the right answer is, but it probably shouldn't be trading at a market multiple, call it 20 times or so, so it certainly has earned a premium that it's trading at.”
Michael Batnick Jun 26, 2024 ▶ 4:59 Decoding the NVIDIA Trade - With Michael Batnick
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