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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.
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.
pushing back on bubble comparisons. comparative claim, not a cheapness claim
“1999 and 2000 were far more expensive than we have today”
if the Iran war pauses and the strait reopens
“it's a 10% pop on the S&P, I think, without question”
S&P 500 since this was said: ▲ +4.4% · 7,413 → 7,742 · as of 2026-08-05
Wednesday FOMC expectation. paired with hawkish worry on tape
“I don't think there's going to be any rate increase at all on Wednesday”
how the market now treats AI spending
“the word cap X has become toxic”
Nasdaq since this was said: ▲ +6.1% · 24,932 → 26,456 · as of 2026-08-05
the historical record on heavy-capex firms. scoped to capex-heavy firms; he stays optimistic on the market overall
“excessive investment lowers returns”
Nasdaq since this was said: ▲ +6.1% · 24,932 → 26,456 · as of 2026-08-05
overall stance despite the capex worry
“I'm still very optimistic on the market”
S&P 500 since this was said: ▲ +4.4% · 7,413 → 7,742 · as of 2026-08-05
Carving the Mag 7 and chips out of his earnings-season reassurance; 'frothing' is the tape's rendering of 'froth in'
“I did talk about frothing some of the chips. And, you know, we were talking about are these ultimately still going to be commodities in the sense that these margins are not going to hold up.”
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