Calls
21
#401
Alpha Score 60.4
Jason Calacanis
Angel Investor / Founder, LAUNCH
Win Rate
55.0%
return
+0.6%
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Ticker
Side
Mentions
First Call
Call Price
P&L
Thesis
Theme
Source
Long
Mar 06
$178.93
+9.4%
Long TAO (Bittensor) — Jason endorses decentralized AI as the future; consistent with his disclosed ~$750k position and $500 PT for 2026.
Long TAO (Bittensor) — Jason endorses decentralized AI as the future; consistent with his disclosed ~$750k position and $500 PT for 2026.
Crypto Assets
Long
Feb 27
$75.42
-3.8%
Uber's open network strategy for autonomous vehicles (TUN) will allow it to capture a dominant 25-50% market share, as it will be more profitable for AV operators to join Uber's network than to operate independently.
Uber's open network strategy for autonomous vehicles (TUN) will allow it to capture a dominant 25-50% market share, as it will be more profitable for AV operators to join Uber's network than to operate independently.
Retail & Mobility
Long
Dec 22
$495.06
-23.2%
1. THE FACT: "Interesting... Baidu is giving its cars to Lyft, Uber, and, apparently, anyone who wants to put them in their network. Tesla can make 1m+ robotaxis a year TO START (and many more in 2028, 2029). Folks don't realize that ridesharing is about to go from ~1% of rides to 50%+ of"
2. THE BRIDGE: The speaker highlights the increasing availability of autonomous vehicles from Baidu and Tesla's significant production capacity for robotaxis. They predict a massive shift in ridesharing adoption, from 1% to 50%+, indicating substantial growth for companies involved in this transition.
3. THE VERDICT: Long Tesla, Uber, Lyft, and Baidu due to the anticipated exponential growth in ridesharing driven by autonomous vehicle adoption.
1. THE FACT: "Interesting... Baidu is giving its cars to Lyft, Uber, and, apparently, anyone who wants to put them in their network. Tesla can make 1m+ robotaxis a year TO START (and many more in 2028, 2029). Folks don't realize that ridesharing is about to go from ~1% of rides to 50%+ of"
2. THE BRIDGE: The speaker highlights the increasing availability of autonomous vehicles from Baidu and Tesla's significant production capacity for robotaxis. They predict a massive shift in ridesharing adoption, from 1% to 50%+, indicating substantial growth for companies involved in this transition.
3. THE VERDICT: Long Tesla, Uber, Lyft, and Baidu due to the anticipated exponential growth in ridesharing driven by autonomous vehicle adoption.
Autos & EV
Long
Jun 26
$135.20
-14.5%
United Airlines will be the first major U.S. airline to offer free Starlink Wi-Fi on flights, which will significantly increase business travel demand and customer preference. He estimates business travel could rise by 50%, making United stock a buy at current levels.
Airlines
Long
May 29
$311.17
+7.3%
Apple is positioned as a dark horse in the AI race because its M5 Mac Studio (with large memory) can run open-source models locally, preserving data sovereignty and intelligence sovereignty. This gives Apple a differentiated advantage as users seek privacy and avoidance of centralized AI control.
AI Hardware
Long
Jul 13
$356.12
-2.7%
Apple's trade secret lawsuit against OpenAI has destroyed their partnership; as a result, Apple turned to Google Gemini as the default iPhone AI, which now generates over $1B/year for Google. The fallout represents a major win for Google and a missed opportunity for OpenAI.
Hyperscalers
Long
Jul 10
$21.17
-
Figma has a loyal designer user base, will integrate AI and benefit from increased demand for design (Jevons paradox). At 7x sales and a 70x PE, it is attractively valued relative to its growth potential. As a $10B+ company, it has acquisition currency to expand into Adobe's adjacent markets. AI will accelerate their business, and they will remain a top player in design tools.
AI Software
Long
Jul 03
$194.83
+3.9%
Nvidia’s open-source Nemotron model is competitive with closed models, and as enterprises shift to sovereign AI using their own hardware, Nvidia benefits from selling full-stack solutions (hardware + open-source models) and a more diverse chip buyer ecosystem, reducing dependency on a few hyperscalers.
AI Compute
Long
Jun 19
$746.74
-0.5%
The Iran peace deal is a positive catalyst that will drive the stock market significantly higher.
Equity Indexes
Long
Jun 18
$522.00
-5.7%
AMD's new Ryzen AI Halo developer platform with 128GB RAM signals a revival of desktop workstations for local AI compute. This shift reduces reliance on cloud data centers and frontier model token costs. Developers will drive adoption in 2027, and consumers later. AMD is taking a lead with this hardware, likely pricing it at a loss to attract developers. This makes AMD well-positioned for the local AI trend.
AI Compute
Long
Jun 18
$4.79
-5.4%
Evan Spiegel is a product genius and his new AR glasses, while not perfect yet, are one generation away from being a consumer success. The stock is depressed at $5, the company has cash and talent, and AR is the winning category over VR. Jason is tempted to buy Snap shares as a halfcourt-shot bet on Spiegel eventually cracking AR wearables.
Internet Platforms
Long
Jun 18
$195.17
-36.4%
SpaceX's acquisition of Cursor is a great deal because Cursor was cheap at a $4B run rate and 15x multiple. Cursor gets unlimited compute from SpaceX's Colossus, solving its compute dependency after Anthropic stabbed them by launching a competitive product. The deal makes SpaceX an AI-native platform controlling the IDE where developers build, and it fits Elon Musk's pattern of strategic acquisitions. With the current M&A-friendly environment, SpaceX stock is very attractive.
Space
Long
Jun 13
$127.99
+2.8%
Palantir is one of the rare public companies where investors are still voting on a transformative future rather than merely weighing current earnings, placing it alongside Elon Musk's ventures as a bet on visionary potential.
AI Software
Long
Jun 10
$52.53
+7.4%
The rally needs to broaden beyond semiconductors. Healthcare, financials, and industrials are expected to lead the advance going forward, making the market healthier over the next couple of months.
Thematic ETFs
Long
Jun 10
$170.79
+5.0%
The rally needs to broaden beyond semiconductors. Healthcare, financials, and industrials are expected to lead the advance going forward, making the market healthier over the next couple of months.
Thematic ETFs
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Jason Calacanis has 21 trade ideas tracked on Buzzberg across 21 tickers since December 2025. Win rate 55% across 20 evaluated calls, average return +0.6%. Ranked #401 on the Buzzberg Alpha leaderboard. Most covered: TAO, UBER, TSLA.
