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 5 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
Coogan: SpaceX is hiring BofA, Goldman, JPMorgan, and Morgan Stanley for IPO
“SpaceX is set to hire Bank of America, Goldman Sachs, JP Morgan, Morgan Stanley to lead its IPO.”
Tae Kim: Morgan Stanley estimates AI inference yields 60-80% margins
“Like Morgan Stanley says, if you do inference, it's 60 to 80% profit margins, right?”
Coogan: Goldman Sachs won lead left role over Morgan Stanley for SpaceX IPO
“Incredible that Goldman beat out Morgan Stanley for the SpaceX IPO, left lead left. Given that Michael Grimes returned to Morgan Stanley in part for this deal, of course, Morgan Stanley is on the deal but that is it is a big win for Goldman that DJ SpaceX is a…”
Bartlett: Morgan Stanley conference saw most negative market sentiment since COVID
“I heard some Morgan Stanley equity research person said that coming out of their conference, which is a week ago, they said it was the most negative sentiment that he had heard. I think with the exception of the onset of COVID in the last 10 years from people …”