Сигналы
32
#232
Альфа-оценка 81.9
Jason Calacanis
Ангельский инвестор / Основатель, LAUNCH
Винрейт
48.4%
доходность
+2.7%
Загрузка графиков...
Тикер
Сторона
Упоминания
Первый колл
Цена колла
P&L
Тезис
Тема
Источник
Лонг
06 мар
$178.93
+26.3%
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.
Криптоактивы
Лонг
27 фев
$75.42
-0.2%
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.
Ритейл и мобильность
Лонг
22 дек
$495.06
-28.3%
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.
Авто/EV
Лонг
03 июл
$194.83
+11.6%
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.
ИИ-вычисления
Лонг
29 мая
$311.17
+4.4%
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.
Оборудование для ИИ
Лонг
07 фев
$210.32
+21.3%
Amazon executed 100,000 layoffs (mostly efficiency/UPS related) while maintaining/growing output. JCal calls it his "number one pick." This is the "Efficiency" trade. Large tech companies are using AI to consolidate job functions (e.g., one person doing the job of a PM, Designer, and Coder). Amazon is proving it can expand margins by doing more with less labor. Long. The company is successfully decoupling revenue growth from headcount growth. Regulatory scrutiny or consumer spending slowdowns affecting the retail side.
Amazon executed 100,000 layoffs (mostly efficiency/UPS related) while maintaining/growing output. JCal calls it his "number one pick." This is the "Efficiency" trade. Large tech companies are using AI to consolidate job functions (e.g., one person doing the job of a PM, Designer, and Coder). Amazon is proving it can expand margins by doing more with less labor. Long. The company is successfully decoupling revenue growth from headcount growth. Regulatory scrutiny or consumer spending slowdowns affecting the retail side.
Гиперскейлеры
Лонг
11 авг
$594.92
-3.0%
Mark Zuckerberg’s 6,500-word AI manifesto is a strategic pivot that reframes Meta’s AI push as an open, abundance-driven public good. By promising free personal agents, video/design tools, and business-building features across Instagram and WhatsApp, Meta will deepen user engagement and dramatically increase ad targeting signals. This push—combined with a masterful PR campaign to overcome data-center opposition—represents the most thoughtful and shareholder-friendly version of Zuckerberg in the company’s history.
Гиперскейлеры
Лонг
21 июл
$551.68
-9.5%
The pullback in semiconductors was a positioning unwind after parabolic first-half runs, and the rotation into other sectors is healthy. Going forward, 48% of S&P earnings growth will come from the semiconductor index, providing clear visibility on profits. Capex is not going to slow, and Google will reaffirm and potentially raise its spending plans, keeping the fundamental story intact.
Тематические ETF
Лонг
13 июл
$356.12
-5.3%
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.
Гиперскейлеры
Лонг
10 июл
$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.
ПО для ИИ
Лонг
26 июн
$135.20
-22.6%
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.
Авиакомпании
Лонг
25 авг
$233.88
-3.4%
Jason says Ukraine has developed among the most robust drone capabilities outside the US and China, is now exporting drones, and has attracted investment from Eric Schmidt and American billionaires into Ukrainian drone and anti-drone companies; he calls this a booming industry.
Тематические ETF
Лонг
14 авг
$198.55
-0.3%
Silver Lake's reported ~$43B acquisition bid for Workday shows software has been oversold and private equity is returning as a buyer; open-source AI is also a positive for the software industry because it prevents a few frontier model providers from extracting all software value.
ПО для ИИ
Лонг
08 авг
$178.10
+1.9%
Airbnb reported Q2 earnings that beat expectations and raised full-year guidance. CEO Brian Chesky stated AI is improving every part of the business—attracting more bookings, lowering customer service costs, and helping hosts. Although the stock has been sideways for years, AI could help earnings surge and finally break the stock out of its range.
Казино и досуг
Лонг
08 авг
$243.18
-6.6%
Twilio delivered a blowout Q2 2026 report, raised full-year guidance, and is generating record free cash flow. The company is adding AI-powered conversational agents and routing on top of its consumption-based messaging API, which insulates it from the per-seat pricing pressure that hurt other SaaS companies. This AI embrace is turning the company around and making it a money-printing machine.
ПО для ИИ
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У Jason Calacanis на Buzzberg отслеживается 32 торговых идей по 32 тикерам с декабря 2025. винрейт 48% по 31 оцененным сигналам, средняя доходность +2.7%. #232 в рейтинге Buzzberg Alpha. Чаще всего покрывает: TAO, UBER, TSLA.
