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21:39
Jun 01
Jun 01
00:46
May 23
May 23
00:01
May 21
May 21
SPY
MAGS
▾
MED
Own US equities and Mag Seven.
Jason recommends owning US equities, particularly through index funds and the Mag Seven, because these large tech companies are global money-printing machines that transcend any regional currency risk, and owning equities is a hedge against potential fiscal or currency collapse.
SPY WATCH
MAGS WATCH
MED
16:22
May 20
May 20
SPY
MAGS
▾
MED
Own equities, index funds, MAG 7.
In the face of unsustainable fiscal debt and potential currency debasement, the best investment strategy is to own equities, particularly index funds and the Magnificent Seven. These companies are globally diversified and resilient, and will continue generating cash even in a crisis, providing a hedge against systemic risks.
SPY WATCH
MAGS WATCH
MED
00:26
May 14
May 14
Index Funds (e.g., VTI, SPY)
Concentrated AI Private Company Stocks
▾
MED
Diversify from AI into index funds.
Sell concentrated positions in speculative AI private companies (e.g., OpenAI, Anthropic, SpaceX) and reinvest proceeds into diversified index funds because these AI companies trade at extreme multiples (30-50x revenue) and face risks from open-source competition, declining token prices, and potential commoditization of AI, making their future profitability uncertain.
Index Funds (e.g., VTI, SPY) WATCH
Concentrated AI Private Company Stocks AVOID
MED
16:30
May 13
May 13
SPY
GTM 1ST
TSLA 1ST
▾
HIGH
Diversify into index funds from AI.
Jason advises investors who are concentrated in private AI giants like SpaceX, Anthropic, and OpenAI to sell those positions and put the proceeds into broad market index funds. He argues that token prices are plummeting due to open-source, better hardware, and competition, making the business a potential commodity, while index funds provide diversification and a rock-solid financial foundation.
SPY WATCH
ZoomInfo will struggle with AI disruption.
Jason believes ZoomInfo is severely threatened by generative AI that can automate lead generation and sales development. He expects the company will have a 'heck of a time' and will need to cut half its staff, making it unattractive for investors.
GTM AVOID
Tesla is the future Optimus robot.
Dave believes Tesla's future is driven by the Optimus robot, which will sell a billion units and generate massive recurring revenue through hourly charging. He argues the valuation disconnect from current auto business makes it a must-hold asset with unlimited TAM, and that investors have no choice but to hold it forever.
TSLA LONG
HIGH
00:09
May 12
May 12
00:46
May 09
May 09
TAO
XYZ
▾
HIGH
TAO is a small-cap crypto opportunity
BitTensor (TAO) has a market cap of $910M with 128 subnets competing. Jason considers it a small-cap opportunity similar to a startup accelerator, and he has invested in TAO. He sees upside from subnet growth and permissionless innovation.
TAO LONG
SQ AI-driven earnings beat confirms thesis
Block (SQ) is benefiting from AI-driven efficiency: 100% of employees use AI tools, leading to an earnings beat and raised guidance. EPS grew 26% YoY and is expected to grow ~50% next year. Jason sees this as a validation of AI's impact on profitability.
XYZ WATCH
HIGH
23:17
May 06
May 06
AAPL
INTC 1ST
Tel Aviv Stock Exchange
▾
HIGH
Bullish on Apple for edge AI.
Apple is very well positioned because its M-series chips are among the best consumer CPUs available, making it the prime beneficiary of edge AI. As AI models become smaller and run on devices, Apple's hardware advantage and control of the personal data on the edge give it a strong competitive edge.
AAPL LONG
Intel making incredible comeback.
Intel is making a remarkable comeback due to the extreme difficulty of chip design and manufacturing, and its stock has been the best performer globally over the last six months. This demonstrates that Intel's turnaround is real and the moat in semiconductors is very hard to overcome.
INTC LONG
Tel Aviv Stock Exchange is next NASDAQ.
The Tel Aviv Stock Exchange will become the NASDAQ of the current decade. It has already outperformed every other index over the last year, and as global supply chains realign toward allied sovereign supply chains, Israeli companies and other non-consensus ventures will need a financing venue that does not require the massive thresholds of US exchanges. The TASE is positioned to absorb and list these companies, driving its long-term growth.
Tel Aviv Stock Exchange LONG
HIGH
16:25
May 06
May 06
AAPL 1ST
▾
HIGH
Bullish on Apple for edge AI.
Apple has the best consumer CPUs (M-series) and is close to edge data. As AI models get smaller and stronger through distillation and specificity, they will run on edge devices like iPhones and Macs. Apple is well-positioned to capture the shift from cloud-based GPUs to edge inference, making it a strong long-term bet.
AAPL LONG
HIGH
00:10
May 05
May 05
GME
CHUTES 1ST
EBAY 1ST
▾
HIGH
Sell GME, buy EBAY.
GameStop's market manipulation behavior makes it risky and unattractive, while eBay is an underappreciated asset with a viable turnaround strategy including cost cutting, live commerce, collectibles, and physical stores. Jason recommends selling GameStop and buying eBay.
GME WATCH
EBAY LONG
CHUTES token undervalued, potential 2-10x.
Chutes (shoots) token is undervalued relative to comparable Silicon Valley startups given its traction and permissionless compute network. The token market cap is only $70-90M but should be 2-10x higher, making it a compelling asymmetric bet.
CHUTES LONG
HIGH
22:58
May 01
May 01
BTC
▾
HIGH
Bitcoin stale, lacks incremental buyers
Bitcoin is stale and played out. There are no incremental buyers because everyone who wanted exposure already has it. Stablecoins have replaced its primary use case for money transfer. Other crypto assets like Solana and Bittensor (TAO) have more developer and entrepreneurial energy. The price could slowly decline as holders sell for other needs, and a zero value is a distinct possibility over time.
BTC AVOID
HIGH
17:20
Apr 30
Apr 30
20:55
Apr 29
Apr 29
00:10
Apr 28
Apr 28
MSFT
▾
HIGH
Microsoft's OpenAI stake is massive.
Microsoft's 27% equity stake in OpenAI gives it enormous upside potential as OpenAI could become a multi-trillion dollar company. This stake could generate hundreds of billions in value, possibly making it the greatest investment of all time.
MSFT WATCH
HIGH
17:55
Apr 25
Apr 25
SOL
MSTR FLIP
TAO
BTC
USVC
▾
MED
Buy Bitcoin directly rather than complex vehicles.
Instead of using complex vehicles like MicroStrategy to gain Bitcoin exposure, investors should buy Bitcoin directly. He also mentions Solana and Tao as direct alternatives, emphasizing simplicity and understanding over complicated structures.
SOL WATCH
TAO LONG
BTC WATCH
MicroStrategy is too confusing; avoid it.
MicroStrategy's structure is too confusing and complicated to invest in. He explicitly says he is not buying it and prefers simpler direct exposure to Bitcoin.
MSTR AVOID
USVC is a positive innovation for liquidity.
The USVC fund is a brilliant innovation that increases liquidity for founders and investors by allowing non-accredited retail investors to access private pre-IPO companies through a closed-end fund with a $500 minimum. It provides a new avenue for capital movement and is a positive development for the economy.
USVC WATCH
MED
01:15
Apr 25
Apr 25
23:09
Apr 22
Apr 22
TAO 1ST
▾
HIGH
Bit Tensor ecosystem growth will increase TAO value.
Bit Tensor's decentralized, adversarial, and cooperative network is a superior way to build AI, and the new machine learning track (funded by co-founder Jacob) will bring more top machine learning research teams onto the protocol, increasing competition, ecosystem value, and the value of the TAO token.
TAO LONG
HIGH
01:43
Apr 21
Apr 21
AAPL
DELL
JOBY
▾
MED
Local AI boosts demand for high-end workstations.
The future of AI involves running small language models locally on high-performance workstations, which will drive increased demand for expensive laptops and desktops from companies like Apple and Dell. He plans to upgrade his team's laptops to $5,000 machines to run local AI models, indicating a broader trend toward decentralized, on-device AI processing.
AAPL WATCH
DELL WATCH
Drone delivery growth driven by regulatory changes.
The drone delivery market is poised for significant growth due to regulatory changes like FAA Part 108, which enables beyond visual line of sight (BVLOS) operations and reduces barriers to entry. This will allow logistics operators to integrate autonomous drones into their fleets, creating a 'physical internet' for light cargo delivery in rural and suburban areas. Companies like Joby Aviation represent comparable players in this emerging sector.
JOBY WATCH
MED
02:01
Apr 18
Apr 18
TAO
▾
HIGH
Bullish on Tao for decentralized AI future.
Jason Calacanis is investing heavily in Bit Tensor (TAO), believing it is a decentralized AI network that uses competitive subnets to provide better, faster, and cheaper AI services, and that it will be the preferred choice for meta agents and AI routers, leading to significant value appreciation.
TAO LONG
HIGH
22:58
Apr 15
Apr 15
00:44
Apr 14
Apr 14
NOVA 1ST
Shoots 1ST
Score 1ST
TAO
IOTA 1ST
▾
HIGH
Invest in subnets with product-market fit and revenue.
Invests in specific Bittensor subnets that demonstrate product-market fit, revenue, and mature teams, similar to evaluating traditional startups. Examples include Ridges, Shoots, Hippius, Vid.io, and Score. Also invests in research subnets like NOVA (pharmaceutical molecule discovery) which are highly speculative but could be enormous if successful.
NOVA LONG
Shoots LONG
Score LONG
Ridges LONG
Vid.io LONG
Hippius LONG
Bittensor is the Linux of AI with strong early signal.
For most investors, buying TAO provides a diversified 'mutual fund' exposure to the entire Bittensor ecosystem, similar to investing in a venture fund. Picking individual subnets is more like angel investing and requires significant research. He notes that subnet investing is open to non-accredited investors, unlike traditional startup equity.
TAO LONG
IOTA enables distributed training of large AI models.
IOTA (Subnet 9) aims to orchestrate distributed compute worldwide to train frontier-scale AI models at significantly lower cost. It uses interruptible compute from sources like idle laptops or data center surplus, allowing training with 'fractal compute' (short, variable intervals). The project offers a train-at-home application for easy participation and targets the high cost and inefficiency of centralized training.
IOTA LONG
BitMind subnet detects deepfakes with self-improving system.
BitMind (Subnet 34) is an AI security company focused on deepfake detection and proof-of-human verification. It uses a decentralized, permissionless system where miners compete to develop detection models and generate data to fool them, creating a continuously learning system. The company has raised $3M from VCs and targets enterprise and consumer use cases in media, social media, and government.
BitMind LONG
HIGH
01:30
Apr 11
Apr 11
TAO
▾
HIGH
TAO is a decentralized, deflationary AI network.
Bittensor (TAO) is a decentralized network that allows for global competition to provide AI services at the lowest possible price, which is deflationary. The current governance issues, like the Covenant AI departure, are part of the learning process and will lead to improved subnet governance, making the network stronger. Buying TAO is like buying an ETF into the Bittensor ecosystem, providing exposure to decentralized global intelligence.
TAO LONG
HIGH
23:57
Apr 08
Apr 08
XLY 1ST
XLK
ANTHROPIC
▾
The speaker's tool, "Death by Claude," analyzes companies for AI replaceability, scoring them. It identifies "AI wrapper" businesses (simple SaaS layers on top of a model) as highly vulnerable, giving examples like a code-generation startup a 78/100 "dead" score. As underlying AI models (e.g., Claude) become more capable and directly accessible, middle-layer "wrapper" services that don't add significant unique value, data, or network effects can be easily replaced by a prompt or a fine-tuned SLM. Investors should AVOID undifferentiated "AI wrapper" companies in the consumer and business services space, as they face existential, margin-crushing competition from the very platforms they depend on. A wrapper company develops a profound network effect, proprietary data flywheel, or deep regulatory integration that cannot be easily replicated by a base model, creating a sustainable moat.
XLY AVOID
medium-term
The speaker argues that Small Language Models (SLMs) are rapidly improving in "intelligence density" and will be capable of handling 90% of common enterprise work tasks by 2030, at a dramatically lower cost than frontier LLMs. This enables massive cost savings (citing AT&T cutting costs by 90%) and could lead to "hyperdeflation" in AI inference pricing. It empowers small teams to serve niche markets profitably, potentially eroding the economic moat of frontier model providers. The entire technology services sector built on AI applications should be watched closely, as the underlying cost and accessibility of intelligence are shifting, enabling new business models and threatening incumbents reliant on expensive API calls. Frontier models continue to advance at a pace that maintains a significant capability gap for complex, novel tasks that SLMs cannot handle, preserving their premium pricing power.
XLK WATCH
long-term
The speaker states Anthropic's new "Mythos" model is so powerful at hacking software it's essentially a "cyber weapon of mass destruction," leading the company to withhold public release and work only with a consortium of critical partners. This capability creates an existential, two-tier dynamic in the AI race and national security. The speaker infers this forces a conversation about nationalization and covert government use, comparing it to the Manhattan Project. The situation demands close monitoring (WATCH) because it represents a pivotal, high-stakes moment for the company, the AI industry, and geopolitics, with unpredictable outcomes for valuation and strategy. The core claims about the model's danger could be overstated for IPO narrative purposes. An open-source model could achieve parity faster than expected, undermining the strategic advantage.
ANTHROPIC WATCH
short-term
23:15
Apr 03
Apr 03
AAPL FLIP
▾
Jason Calacanis explicitly states that Apple has not released any inspiring products since Steve Jobs' death, citing specific failures like the lack of AR glasses, cancellation of self-driving cars, and Siri's incompetence. Without continuous innovation and visionary leadership, Apple is milking past successes and risks losing competitive edge in future markets such as AI and hardware. AVOID because the company appears to be stagnating and not addressing emerging opportunities, making it unattractive for growth-oriented investment. Apple's strong financial position, ecosystem loyalty, and potential for strategic acquisitions could offset innovation gaps.
AAPL AVOID
Long-term
00:10
Apr 02
Apr 02
SPACEX 1ST
XLE 1ST
XLK 1ST
ANTHROPIC 1ST
ITA
▾
Delian stated SpaceX has built "the best telecommunications business ever" through Starlink and is the only entity with the capability to take humans to the moon and Mars, with "uncapped potential upside." The company is on the cusp of an IPO, which will realize immense value for early investors (e.g., Founders Fund's 18-year hold) and has proven business lines with future expansion potential. LONG because it is positioned for "huge wealth creation" and has dominant, growing franchises in telecom and space access with a visionary leader. Execution risk in massively ambitious, capital-intensive projects like interplanetary travel. Valuation risk at a $1.75T target.
SPACEX LONG
long-term
Salen stated the energy grid is "broken" and the U.S. has flat energy generation growth vs. China's 10x, creating a critical need. He invested in Base Power, which uses distributed home batteries for grid arbitrage and resilience. Fixing energy generation and distribution is a prerequisite for economic and national goals. Hardware-focused companies that rethink fundamental infrastructure (generation, distribution, storage) are addressing the "largest market in the world" with little recent innovation. LONG on the energy minerals/infrastructure sector, as it's a critical, massive market being reopened for innovation through new hardware and technology approaches. Technological hurdles; scaling manufacturing; regulatory and permitting challenges; competition from legacy utilities.
XLE LONG
long-term
Delian argued that terrestrial wireless carriers (T-Mobile, Verizon, AT&T) have a moat based on physical ground infrastructure, but Starlink's direct-to-phone capability will break that moat. He thinks "all [carrier] valuation gets transferred to SpaceX over the next... 10 years." The advent of space-based broadband (Starlink) with global coverage directly to devices threatens to obsolete the core infrastructure advantage of legacy telecom carriers. AVOID the incumbent telecom carrier sector, as their business model and valuation are under existential, long-term threat from SpaceX's Starlink. Carriers successfully adopting or partnering with Starlink; slower-than-expected rollout of direct-to-cell technology; regulatory intervention.
XLK AVOID
long-term
When forced to choose between Anthropic and OpenAI for an all-in investment, Salen said "Anthropic," citing that "all the founders I know are using Claude Code" and it has "captured lightning in a bottle." He perceives strong product traction (Claude Code) among a key user base (founders) and sees it as having momentum, despite acknowledging both companies have issues. LONG on Anthropic based on current product-market fit and developer momentum in a forced-choice scenario against its primary competitor. Rapidly shifting competitive landscape in AI; execution or regulatory challenges specific to Anthropic.
ANTHROPIC LONG
medium-term
Larsen stated, "I think that we are [in a defense tech bubble]," citing an "over supply of capital" paying "very, very high prices for things that may not pencil." He compares it to previous hype cycles (crypto, SaaS) where early investors succeed but late capital enters at inflated prices. Winners will emerge, but selectivity and price discipline are critical. WATCH because the sector is hot and topical, attracting excess capital which creates valuation risk. Investors must be highly selective about entry points and business model viability. Companies failing to justify high valuations; dependency on prolonged government budgets and procurement cycles.
ITA WATCH
short-term to medium-term
00:11
Mar 31
Mar 31
23:53
Mar 27
Mar 27
00:42
Mar 26
Mar 26
TAO 1ST
▾
The host Alex explicitly states he is considering taking $10,000 (a "stack") to buy and stake TAO tokens as a "learning experiment," expressing positive sentiment toward the Bittensor ecosystem's growth and diversity. Bittensor's value is tied to network utility and adoption. The showcased subnets (drug discovery, creator economy, vision models) demonstrate diverse, high-potential applications that could drive demand for the network's native intelligence marketplace and its TAO token. Direct statement of capital allocation intent indicates a bullish, long-term exploratory view on the asset, based on the belief that the ecosystem is expanding and creating tangible utility. Bittensor is a nascent protocol; the commercial success of its subnets is unproven, and token value is subject to high volatility, regulatory uncertainty, and competition from centralized AI platforms.
TAO LONG
long-term
14:46
Mar 24
Mar 24
TAO
▾
Calacanis states he has personally bought ~$500K of TAO and is a partner in a fund (Stillcore Capital) dedicated to the ecosystem. He believes TAO could reach a $500B market cap (a ~200x increase) in 5-10 years, rivaling Solana or Ethereum. He argues Bittensor's model of competitive subnets (e.g., for compute, storage, lead generation) creates a decentralized mechanism to commodify and improve digital services, driving costs down and quality up through global, incentivized competition—a foundational shift akin to cloud computing. LONG because he sees it as the "better Bitcoin" for the AI era—a protocol that turns wasted compute (like Bitcoin's PoW) into productive services—and believes crypto regulation has matured, de-risking the asset class. He is willing to risk total loss on his position for this asymmetric upside. The entire ecosystem fails; subnets don't gain traction, produce low-quality outputs ("slop"), or the technical/cryptoeconomic model doesn't scale as envisioned. High volatility is guaranteed.
TAO LONG
long-term
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