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Elon Musk

★ 5.0 Posted today

CEO, Tesla / SpaceX / xAI

𝕏 @elonmusk · 4 ideas · 4 tickers · tracked since Feb 2026

↗ Twitter 🌐 Site

Theme exposure 4 picks · 3 themes

AI/Semi · 2 · 50%

Crypto · 1 · 25%

Consumer · 1 · 25%

Pick return distribution n = —

Live distribution of all picks with entry price. Right tail = home runs.

<−30%

−30/−10

−10/0

0/+20

+20/+50

+50/+100

>+100%

Bottom 10%

—

Median

—

Top 10%

—

Total picks

4 L / 0 S

Win-rate · live

—

Avg return · YTD

—

L — S —

Best

—

live YTD

Worst

—

live YTD

Long / short

4 / 0

100.0% long bias

Ticker

Side

Conv.

Theme

Entry

P&L

Thesis

Date ↓

×N

Src

GOOGL

LONG

MED

AI/Semi

$307.50

—

The author, a prominent tech figure, predicts Google will be the ultimate winner in the AI competition in the Western world.

Mar 19

×1

TWITTER

NVDA

LONG

MED

AI/Semi

$180.25

—

A major customer (Musk's companies) is publicly confirming a forward-looking commitment to large-scale purchases, providing a strong signal of sustained demand for Nvidia's products.

Mar 19

×1

TWITTER

DOGE

LONG

—

Crypto

$0.09

—

Truth about @DOGE

Mar 06

×1

TWITTER

TSLA

LONG

MED

Consumer

$410.50

—

The CEO expresses high conviction that the Full Self-Driving (FSD) technology will continue to improve rapidly, suggesting the market underappreciates this long-term value driver.

Feb 20

×18

TWITTER

Showing all 4 thesis picks (YTD, with entry)

Direction4 picks

Long4

Short0

Best & Worst callslive YTD

↑ BEST 3

↓ WORST 3

Source mixwhere they post

Twitter 100%