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A permanent ledger of analyst predictions, live target progress, and fixed milestone outcomes. Published reports are locked; score updates live separately.
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Optimus demo was materially better than expected. However the TSLA multiple already implies $2T+ Optimus TAM, so the re-rating path from here is narrow.
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By Toby Leftly0 scoredServices growth stays above 13%, Vision Pro 2 launches Q2 — but iPhone 17 unit growth is what determines the next 12 months. We see upside on a benign setup.
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By Jon Edwards0 scoredMI350 closes ~85% of the perf-per-watt gap with H200 at a 30% price discount. Hyperscaler diversification narrative finally has a product behind it.
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By Joel0 scoredAIP adoption is real and accelerating. The valuation is not defensible at 100x forward earnings versus any historical precedent for a $200B enterprise SaaS name.
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By James Mowery0 scoredGemini 3 feature parity with competitors is clear; the real question is whether Search revenue holds through the AI Overviews transition.
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By Navneet Alang0 scored
