Amanda Gerut
— · journalist
Covers technology industry news, focusing on AI investments, cloud computing, and executive compensation at major tech companies such as Apple, Nvidia, Amazon, and Microsoft. (summary generated from public sources)
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B · Background6of 10 · n=19
E · Expertise7of 10 · n=19
A · Authoritativeness6of 10 · n=19
T · Trustworthiness7of 10 · n=19
S · Source7of 10 · n=19
BEATS 7 of 10 · n=19 · measured 26.10.23
Win rate by category
share of settled calls that proved right, in each categoryNo settled calls yet — a category shows once one of their calls resolves.
Where they stand
their own words, with a date and a sourceNo stances on record yet.
Track record
8 claims · an outcome shows once the claim resolves| Outcome | Claim | Call · when | Source |
|---|---|---|---|
| — | The new Class C shares will be issued to Zuckerberg and convertible from his Class B shares, ensuring he retains majority voting control even if he sells shares for philanthropy or other ventures. resolves 28.10.20 |
bullish · 26.10.21 · META | Zuckerberg told Meta directors he might leave California, where he could lose billions to a wealth tax. Meta answered with a new class of stock |
| — | California's proposed wealth tax on unrealized gains for ultra-high-net-worth individuals could impose a tax bill of billions of dollars annually on Zuckerberg. resolves 27.10.21 |
bearish · 26.10.21 | Zuckerberg told Meta directors he might leave California, where he could lose billions to a wealth tax. Meta answered with a new class of stock |
| — | Nvidia projects 70% revenue growth for the next fiscal year. resolves 27.08.28 |
bullish · 26.08.28 · NVDA | Nvidia gave its first-ever year-ahead forecast—a 70% growth bombshell meant to silence AI bubble critics and ‘circular financing’ doomsayers |
| — | Demand for Nvidia's AI chips is growing at 100%. resolves 27.08.28 |
bullish · 26.08.28 · NVDA | Nvidia gave its first-ever year-ahead forecast—a 70% growth bombshell meant to silence AI bubble critics and ‘circular financing’ doomsayers |
| — | Nvidia projected that its revenue would grow by 70% in the next fiscal year. resolves 27.08.28 |
bullish · 26.08.28 · NVDA | Nvidia gave its first-ever year-ahead forecast—a 70% growth bombshell meant to silence AI bubble critics and ‘circular financing’ doomsayers |
| — | The sustained $400 billion AI infrastructure spending cycle will likely suppress near-term earnings and equity valuations as shareholder patience depletes. resolves 27.02.02 |
bearish · 26.08.06 · MSFT | Amazon and Microsoft are spending $400 billion on AI—and investors are low on patience |
| — | Hyperscalers must accelerate AI workload monetization timelines to justify unprecedented capital allocations before institutional investors initiate portfolio adjustments. resolves 27.05.03 |
bearish · 26.08.06 · MSFT | Amazon and Microsoft are spending $400 billion on AI—and investors are low on patience |
| — | Azure's progression past $100 billion in annual revenue demonstrates entrenched enterprise migration habits that will sustain double-digit growth rates well beyond current fiscal periods. resolves 27.08.06 |
bullish · 26.08.06 · MSFT | Microsoft’s cloud just hit a new milestone—Azure crosses $100 billion in annual revenue |