BEATS — of 10 · n=—
Best early GenAI winner in the group.Pays off · said 24.10.31 on Morgan Stanley note, via TipRanks · source
| Outcome | Claim | Call · when | Source |
|---|---|---|---|
| — | Muse is currently the early leader in consumer agents, and more consumer agents are expected to come in 2027. resolves 28.10.19 |
bullish · 26.10.20 | Podcast 980853: AI’s Next Winners: Signals From Private Markets |
| — | We estimate that the major cloud providers are going to spend more than $1.4 trillion on this AI buildout next year alone. resolves 27.09.09 |
bullish · 26.09.09 | Podcast 980853: Can the AI Spending Boom Pay Off? |
| — | Compute capacity is potentially going to quadruple from 2025 to 2028, reaching roughly 120 gigawatts. resolves 29.09.08 |
bullish · 26.09.09 | Podcast 980853: Can the AI Spending Boom Pay Off? |
| — | Morgan Stanley analyst Brian Nowak predicts Amazon's stock could nearly double to $500 per share by the end of 2027. resolves 28.08.16 |
bullish · 26.08.17 · AMZN | Here’s how Amazon’s stock could nearly double by the end of next year, according to Morgan Stanley |
| — | The combined $1.4 trillion in AI infrastructure spending by Amazon, Alphabet, and Microsoft will yield a 25% to 50% return on invested capital. resolves 28.08.05 |
bullish · 26.08.06 | AMZN, GOOGL, MSFT AI Capex Plans — Why Morgan Stanley Says The Spending Will Pay Off |
| — | Long-term profitability and shareholder value generated by these AI capital expenditures will drive sustained stock appreciation despite current Wall Street caution. resolves 28.08.05 |
bullish · 26.08.06 | AMZN, GOOGL, MSFT AI Capex Plans — Why Morgan Stanley Says The Spending Will Pay Off |
