Mike Wilson
Morgan Stanley
Photo: editorial use
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.
BullThe S&P 500
his support level; he would buy aggressively if breached. support call, not a floor guarantee
“I'm pretty comfortable saying that 7,000 on the S&P 500 will be defended”
S&P 500 since this was said: ▲ +4.2% · 7,429 → 7,742 · as of 2026-08-05
BullThe S&P 500
his year-end target restated through the correction
“I still think we can hit 8,000 by year end, even if we go to 7,000 first”
S&P 500 since this was said: ▲ +4.2% · 7,429 → 7,742 · as of 2026-08-05
BearThe AI Trade
why hyperscaler stocks underperform despite good earnings. backward-looking diagnosis from an index bull, not a sell call
“the free cash flow generation is atro cious”
Nasdaq since this was said: ▲ +6.3% · 24,877 → 26,456 · as of 2026-08-05
BullThe AI Trade
his read of the de-rating
“It doesn't mean the CapEx cycle is over. It just means we over discounted it”
Nasdaq since this was said: ▲ +6.3% · 24,877 → 26,456 · as of 2026-08-05
DoveThe Fed
Rates are a 'sideshow'; a hawkish rate move is unlikely
Mike Wilson · Morgan Stanley · BloombergBearOil & Gas
Very bearish oil; crude 'can only get to ~$125'
Mike Wilson · Morgan Stanley · BloombergWTI crude since this was said: ▼ -2.5% · 76.60 → 74.66 · as of 2026-08-05
Follow Mike Wilson
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Before you trust the call, check the record.
We write down what public figures predict, in their exact words, and check the result when the deadline arrives. Every line links to its source. How we score · Corrections · The scoreboard
© 2026 Pundit Rumble · independent and unaffiliated · updated every market morning · not investment advice.
We write down what public figures predict, in their exact words, and check the result when the deadline arrives. Every line links to its source. How we score · Corrections · The scoreboard
© 2026 Pundit Rumble · independent and unaffiliated · updated every market morning · not investment advice.