Semis
4 bullish · 1 neutral · exact words, dated and sourced
+2The tape
Jul 20
Jul 27
bullishbearishclaims filed per week
What the people who move markets are saying about this, in their own words. These are views on the record, not scored bets: when a call here grows a number and a deadline, it moves to the scoreboard. Newest first.
Bullish
from an 800M+ base, after Q3 guidance beat consensus by 23 percent
“We're confident that we can grow our business in excess of 100 percent this year”
Nasdaq since this was said: ▲ +2.8% · 25,374 → 26,082 · as of 2026-09-10
Bullish
enterprise controller ramp; 2027-28 look fantastic on all fronts
“it was zero a year ago and exiting this year we expect that to be 5 to 10 percent of our business”
Nasdaq since this was said: ▲ +2.8% · 25,374 → 26,082 · as of 2026-09-10
Bullish
decade-scale demand view. hedged on tape (my guess / probably); he caps the feasible pace at ~doubling per year
“the semiconductor industry is probably going to have to be 10 times larger than it is today”
Neutral
Korea partnerships scale. STANCE corrected bull->neutral: a deal announcement, not a market call; window says OVER $500B, no timeframe
“$500 billion of business with each other”
Nvidia since this was said: ▲ +5.6% · 206.8 → 218.4 · as of 2026-09-10
Bullish
semiconductor earnings setup. STANCE CORRECTED neutral->bull: explicitly contrarian-bullish on tape
“highest implied volatility that we've seen for any earnings season outside of the GFC”
Nasdaq since this was said: ▲ +4.4% · 24,976 → 26,082 · as of 2026-09-10
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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 · The data
© 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 · The data
© 2026 Pundit Rumble · independent and unaffiliated · updated every market morning · not investment advice.