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.

3statements match

3resolved → 0open claims → 3supported → 0contradicted →

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

Assertion Supported

Tom Lee: Much of Tech CapEx Is Maintenance, Not AI

“Not a hundred percent of tech spend is AI. A lot of it is maintenance CapEx and expansion CapEx and, you know, the catch up for spending that's been deferred because of COVID, et cetera.”

Tom Lee Jun 25, 2025 ▶ 0:53 Tom Lee: Decoding the AI Trade, Bitcoin Predictions & What an AI Black Swan Event Might Look Like

Assertion Supported

Lee: S&P 500 earnings grew despite major post-2020 macroeconomic shocks

“Four of four of those events should have caused a lot of companies to fail or earnings to decline. S&P earnings grew that entire period.”

Tom Lee Jun 25, 2025 ▶ 9:12 Tom Lee: Decoding the AI Trade, Bitcoin Predictions & What an AI Black Swan Event Might Look Like

Assertion Supported

Tom Lee: Nearly 60% of stablecoin trading occurs in East Asia

“Stablecoin usage is only 20% in the US. Almost 60% of stablecoins trading takes place in Hong Kong, China, and Japan.”

Tom Lee Jun 25, 2025 ▶ 59:29 Tom Lee: Decoding the AI Trade, Bitcoin Predictions & What an AI Black Swan Event Might Look Like

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The Ledger

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