← Leaderboard
First call on the ledger
No calls filed yet. Quotes in curly quotation marks are verbatim; everything
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.”
'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.”
Follow Larry Fink
One short email when Larry puts a new call on the record, and when a verdict lands on one. Plain words, free.