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
Tom Lee: AI Drives Market Narrative, Not Fundamentals
“But that's different in my opinion than AI is driving the stock market. Like it's driving the narrative, but it's not necessarily driving the market.”
Lee: Nvidia's 30x Earnings Valuation Is Reasonable Compared to 1990s Toyota
“You know, NVIDIA is not crazy today, you know, because it's 30 times earnings, which is not a premium. I mean, Toyota traded at 40 times earnings for years in the nineties just making cars, and NVIDIA is not making a car. You know, they're making a really diff…”