The Ledger

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why aren't all 1 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

Disclosure
Coatue: TSMC is one of our largest holdings
“Even TSMC, which is one of our largest holdings they're taking price too, because they just, like, we have a finite amount of capacity, and so we have to try to figure out how are we gonna make sure that we're generating enough profits, and knowing that if we'…”
Jaimin Rangwalla May 15, 2026 ▶ 39:37 Chips, Gigawatts, AI, & Agents: Coatue's Public Markets Update | CIO Jaimin Rangwalla · Sourcery with Molly O'Shea
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