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First call on the ledger
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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.
only pricier debt pushes tech issuers back toward equity funding
“we might need to see the bond market get a little bit more punitive in terms of cost of borrowing”
AI earnings season a mixed bag; repricing hinges on monetization
“it does seem like expectations and reality are a little bit mismatched right now”
Nasdaq since this was said: ▲ +3.8% · 25,122 → 26,082 · as of 2026-09-10
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