BK

Ben Kallo 5.0 2 ideas

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Per mention Per thesis
ⓘ First mention per (ticker, direction)
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Avg YTD Return
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2 thesis opens · 2 long · 0 short
Consumer (1) dominates · 2 themes
Best Performer
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Theme: · Stance:
#TickerNameStanceConvEntryP&L YTDThemeThesisMentionedSrc
1 TSLA Tesla, Inc. LONG MED $379.00 Consumer Tesla is a way for patient investors to bet on the likely combination of Tesla and SpaceX.… Apr 23 YOUTUBE
2 GEV Gevo, Inc. LONG HIGH $1171.65 Energy GE Vernova is smack in the middle of the electrification and energy generation supercycle.… Apr 23 YOUTUBE
Positions
TickerDirEntryP&LDate
TSLA LONG $379.00 Apr 23
GEV LONG $1171.65 Apr 23
▶ YouTube Bloomberg Surveillance 4/23/2026
Tesla way to bet on SpaceX merger.
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.
TSLA HIGH Bloomberg Markets Apr 23, 14:53
Ben Kallo
▶ YouTube Bloomberg Surveillance 4/23/2026
GEV in electrification super cycle.
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.
GEV HIGH Bloomberg Markets Apr 23, 14:53
Ben Kallo
Ben Kallo | 2 trade ideas tracked | TSLA, GEV | YouTube | Buzzberg