Dave McClure

Venture Capitalist
· tracked since May 2026
Calls 1 1 Posts tracked · 0.1/day
Calls
7d 0
30d 1
90d 1
Best Calls
No live winners yet
Worst Calls
TSLA long -6.3%
Most Mentioned
TSLA ×1
Recent Calls
TSLA long 3 weeks ago
Win Rate 0% Long 1 Short 0
Win Rate
7d 0%
30d —
90d —
Average Return -6.3% Long Return -6.3% Short Return -
Average Return
7d -7.7%
30d —
90d —
Result
Result
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Side
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Entry
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Thesis
Theme
Source
TSLA Tesla, Inc. Tesla, Inc.
Long
May 13
$451.95
-6.3%
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.
Consumer
YOUTUBE
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