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Maribel Lopez
Lopez Research (founder, enterprise AI lead)
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”
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”
on Meta down 11 straight days, longest streak since the 2012 IPO
“very strong investment and a very uncertain future revenue outlook for them”
Follow Maribel Lopez
One short email when Maribel puts a new call on the record, and when a verdict lands on one. Plain words, free.