Calls
2
Ben Kallo
Senior Research Analyst, Baird
Win Rate
0.0%
return
-11.8%
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Ticker
Side
Mentions
First Call
Call Price
P&L
Thesis
Theme
Source
Long
Apr 23
$374.32
-13.4%
Tesla is a way for patient investors to bet on the likely combination of Tesla and SpaceX. There is a flow of funds from selling Tesla to buy SpaceX, and a merger would provide scale for the capex/AI race. The car business provides data for robotaxi scaling, and the energy business is strong.
Autos & EV
Long
Apr 23
$1146.41
-10.2%
GE Vernova is smack in the middle of the electrification and energy generation supercycle. The company is providing gas turbines for data centers and grid connection, has pricing power, and has a long runway. It is a great way to invest in the long-term energy demand trend.
Grid Equipment
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Ben Kallo has 2 trade ideas tracked on Buzzberg across 2 tickers since April 2026. Most covered: TSLA, GEV.
