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Charles Payne
Fox Business (host)
First call on the ledger
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else is a labeled paraphrase. Every call links its original source. Before you trust the call, check the record.
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Views on the record but not scoreable bets: no single number and deadline to grade. Shown in their exact words, never scored.
blames the Aschenbrenner fund collapse on leverage, not the AI trade
“Leopold made the same mistake investors in South Korea made. Too much leverage, too much leverage.”
pushes back on framing the fund unwind as an AI-thesis failure
“this is not an indictment on AI. Some people misreporting.”
casts the forced-liquidation selloff as a buying opportunity
“Yeah, he gave us a great entry point today for the Buy On Dips crowd.”
Monologue argues 'there is a campaign underway to derail U.S. efforts in artificial intelligence... and it's political' (@0:36); cites NY's 9 data centers at 30 cents/kWh vs Texas 125 at 17 cents (@1:37) and TSMC's added $100 billion Arizona investment 'last night' (@2:10).
“but we have no time to waste. We must win the race if we want to remain with our peace and our prosperity.”
Nasdaq since this was said: ▲ +2.2% · 25,882 → 26,456 · as of 2026-08-05
Dot-com comparison, on-set board 'A Boom Without the Bubble': then P/E +300% vs down now; prices +780% then vs +160% now (“some stocks up 1,000%”)
Nasdaq since this was said: ▲ +2.4% · 25,833 → 26,456 · as of 2026-08-05
…there's their chief investment strategist and economist Lance Roberts. Every time I talk to you, you get a new title. All right, let's just start with this whole AI.com. Every morning you wake up and someone's making a comparison. I love this though, right? You go back five years into the bubble, right? When you go back to the peak of the bubble before burst, PE ratios went up 300%. Right now they're actually down. Stock prices went up 780%. We're up good, 160%. Of course, there's some stocks that are up 1,000%. Nonetheless, you must deal with this on a daily basis. What are you telling people? Well, there's a couple of things that are very important for investors. First of all, analogs are terrible. And you see these charts going around everywhere. Charles is like, oh, this looks just like 1999. Markets never play out the same way twice. It's kind of like lightning. So take those with a grain of salt. Also, there's just a massive difference . And you're pointing that out there on your charts is that back in the .com bubble, I lived through that .com bubble.…From: this video · 1 claim mined from it
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