P U N D I T R U M B L E The Tape Debates Scores

Chad Morganlander

Washington Crossing Advisors (senior portfolio manager)

First call on the ledger

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Where they stand

Views on the record but not scoreable bets: no single number and deadline to grade. Shown in their exact words, never scored.

BearAi Market 2026-07-29

AI reinvestment treadmill, MSFT position disclosed

“path to profitability is starting to become a big question mark”

Chad Morganlander · Washington Crossing Advisors (senior portfolio manager) · BNN Bloomberg ↗

12 who lean the other way 1 more from Morganlander

BearAi Market 2026-07-29

models depreciate without constant reinvestment

“It's similar to having milk in your refrigerator. It starts to go bad really fast”

Chad Morganlander · Washington Crossing Advisors (senior portfolio manager) · BNN Bloomberg ↗

12 who lean the other way 1 more from Morganlander

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