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

Jeremy Siegel

Wharton

First call on the ledger

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Where they stand

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BearAI Winners & Chips hedged · 2026-07-10

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.”

Jeremy Siegel · Wharton · CNBC ↗

13 who lean the other way

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