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Michael Ball
(affiliation not stated on tape)
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.
'Just to reset the levels'; no large hiking cycle; 'Walsh certainly not signaling that'.
“maybe a reversal of the Powell cuts and maybe a subsequent, maybe 75 basis points of hikes just to reset the levels”
Weak buybacks plus heavy IPO and AI paper against investor demand.
“finally we're gonna have more supply than demand.”
BearSpaceX
leaning · 2026-07-18
Came in expensive; marketed as a cloud not a rocket; now below IPO price.
“it's now fallen into this momentum unwind in almost all things AI.”
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