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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.
BlackRock earnings-day interview (record results on tape); margins +260bp over 12 months on technology; 'not that much leverage in this compared to 2008, 2009', crypto leverage already washed out
“I'm very bullish on the markets over the next 12 months.”
S&P 500 since this was said: ▲ +2.2% · 7,572 → 7,742 · as of 2026-08-05
'I actually get frightened when I see states say we're going to do a moratorium. That's not the answer.' (@5:13, the direct answer to New York's data-center freeze, POS-340); a trillion of capex from six companies 'not enough'; contracted ~1GW of power in Pennsylvania last quarter; $50-60B per gigawatt; China building ~100GW nuclear and ~100GW solar; wants a compute futures market
“My worry about it is not a bubble. We don't have the ability to build fast enough.”
Nasdaq since this was said: ▲ +0.7% · 26,269 → 26,456 · as of 2026-08-05
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