Jay Singh Predictions
Founder of Special Situations Research
Track Jay Singh's public market predictions and forecast accuracy. Each prediction is recorded from the date it was published to its estimated deadline, then graded correct or wrong based on the outcome.
- Rankings only reflect predictions tracked on this site and do not represent a predictor's full record.
- Grading involves judgment and may not always be clear-cut.
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[3:03] I think we've hit a a temporary peak in the 10-year yield. And you know, the 10-year yield is inversely correlated with speculative names. It's also inversely correlated with tech stocks. And as a result, um now that the market um you know, tends to feel that the 10-year um has peaked which has been my view for the last few weeks although we finally got it now.
Extracted by AI from a YouTube transcript. May be inaccurate or missing context. Verify via source. Send a correction.
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[3:29] I think that you have will have a few weeks of of a rally going into midterm elections given there isn't much really Trump can do uh given how close we are.
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[10:16] I think we'll get cautious again going into November into the midterm elections because we feel you know, after November that you know, our president is not really going to hold back and we might see a re-escalation in Iran, we might see new tariffs announced because at that point he'll have really nothing to lose. Um so, we're you know, we're going to be cautious again in about a couple months
Extracted by AI from a YouTube transcript. May be inaccurate or missing context. Verify via source. Send a correction.
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[20:45] I think we're going to see, you know, Anthropic, which owns Claude, um IPO in September-October now. And I think they're like looking at 50 billion run rate revenue
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[23:03] The numbers will continue to beat for the next couple quarters. At some point next year, the market will say, "Okay, how long how long is this this sustainable?"
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[5:39] So, that's Warner Brothers Peace Sky. So, that's a cash deal. It was about a $5 spread, so 19%. Uh and we think that it's going to go through antitrust the deal probably will close next year.
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[35:25] That's also why I'm buying gold because I think real rates have temporarily peaked.
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[35:18] I frankly think that mortgage rates are near near-term peak because they're correlated with the 10-year yield. So, that's why I'm buying mortgage rates right now.
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[20:05] According to Morgan Stanley, they're looking at AI CapEx as being, you know, 1.2 trillion next year, which is double the estimate they had last year.
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[35:04] I think there's a chance that this IPO could uh could trade marginally higher than when it's priced. But because you know this has been such a well televised IPO for months and months and months um and it's such a big company at 1.75 trillion uh without any cash flows um and without you know any imminent um you know positive catalysts in in the very immediate term um I think it it very well could break higher.
Extracted by AI from a YouTube transcript. May be inaccurate or missing context. Verify via source. Send a correction.
The prediction claimed the IPO would trade marginally to moderately higher than its IPO price of $135, and indeed the period high reached $225.64 on trading day 2 (June 16), which is 67% above the $135 IPO price — clearly trading higher than the IPO price. However, the prediction date price was already $160.95 (above the $135 IPO price), and the period high of $225.64 represents a 40% gain from the prediction date price, so the stock did trade significantly higher than the IPO price in the near term, satisfying the bullish claim about trading higher than the IPO price of $135.
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[14:12] usually as you get closer to that 180day period, you do see some of the initial euphoria sell off or in the case of IPOs like Figma, you see um you know this the shares sell actually even below um where they were issued.
Extracted by AI from a YouTube transcript. May be inaccurate or missing context. Verify via source. Send a correction.
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[3:27] we should see a quarter trillion of equity issuance over the next couple months.
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[35:58] My base case is that there will be some sort of a piece within the next two months
Extracted by AI from a YouTube transcript. May be inaccurate or missing context. Verify via source. Send a correction.
By the June 23 target date, the US and Iran had signed a Memorandum of Understanding on June 17, declaring an 'immediate and permanent termination of military operations on all fronts' and launching a 60-day ceasefire framework — clearly constituting 'some sort of peace' as predicted. (https://www.npr.org/2026/06/15/nx-s1-5858590/us-iran-deal-updates)
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[27:18] they've already doubled. They they'll probably rise another 50% from here
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[36:10] Worsh gets in and yeah he does interest rates probably by the fourth quarter
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