Calls
21
#806
Alpha Score 60.7
David George
Senior Research Analyst, Baird
Win Rate
71.4%
return
+4.9%
Ticker
Side
Mentions
First Call
Call Price
P&L
Thesis
Theme
Source
Long
Sep 10
$122.16
-0.0%
Autonomy and robotaxis are still almost untouched—fewer than 10,000 Waymos live in the U.S.—leaving large open space for new companies to build and create value.
Thematic ETFs
Long
Sep 10
$78.36
+0.2%
Robotics is barely penetrated and will be bigger than language AI, with the opportunity likely to develop over the next 10 years.
Thematic ETFs
Long
Jun 12
$173.19
-12.0%
SpaceX is led by the best entrepreneur of this generation, attacking the two largest markets of all time: space and AI. In space, the launch business is unrivaled — Starship can deliver football-field-sized payloads and land back on Earth with chopsticks — and Starlink has a $2 trillion TAM and a structural cost advantage. In AI, SpaceX operates the only 1 GW+ data center live in the US, giving it a massive technical lead. There is also enormous optionality, including the Terraab chip fabrication project with captive demand from Tesla and SpaceX, potentially creating a new chip company. Management has been excellent stewards of capital, the long-term competitive setup is exceptional, and this likely becomes the largest retail offering in history, broadening the shareholder base.
SpaceX is led by the best entrepreneur of this generation, attacking the two largest markets of all time: space and AI. In space, the launch business is unrivaled — Starship can deliver football-field-sized payloads and land back on Earth with chopsticks — and Starlink has a $2 trillion TAM and a structural cost advantage. In AI, SpaceX operates the only 1 GW+ data center live in the US, giving it a massive technical lead. There is also enormous optionality, including the Terraab chip fabrication project with captive demand from Tesla and SpaceX, potentially creating a new chip company. Management has been excellent stewards of capital, the long-term competitive setup is exceptional, and this likely becomes the largest retail offering in history, broadening the shareholder base.
Space
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David George has 21 trade ideas tracked on Buzzberg across 21 tickers since January 2026. Win rate 71% across 21 evaluated calls, average return +4.9%. Ranked #806 on the Buzzberg Alpha leaderboard. Most covered: AI-SECTOR, OPENAI, META.
Historical call returns are modeled from recorded ideas and stored prices, not actual brokerage portfolio returns. Check the evaluated call set and horizon; past results do not establish future prediction accuracy. Explore our data and methodology
