Semis
2 bull · 1 neutral · exact words, dated and sourced
+1What 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.
Bull
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: ▼ -8.1% · 206.8 → 190.0 · as of 2026-07-29
Bull
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”
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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
© 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.