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Maribel Lopez
Lopez Research
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.
after hyperscaler earnings; only question is how fast monetization spreads
“this will be the most disruptive tech boom of our time”
Nasdaq since this was said: ▲ +2.8% · 25,374 → 26,082 · as of 2026-09-10
her framing of circular-economy risk in AI vendor financing
“If Nvidia says says they're selling a lot of chips, but they're really vendor financing the chips to open A.I., did they really make any money”
Nasdaq since this was said: ▲ +2.8% · 25,374 → 26,082 · as of 2026-09-10
on Meta down 11 straight days, longest streak since the 2012 IPO
“very strong investment and a very uncertain future revenue outlook for them”
Meta since this was said: ▲ +15.7% · 556.7 → 644.4 · as of 2026-09-10
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