Calls
2
Ian Rountree
Founder and Managing Partner, Cantos
Win Rate
0.0%
return
-2.1%
Ticker
Side
Mentions
First Call
Call Price
P&L
Thesis
Theme
Source
Long
Sep 09
$80.00
-1.5%
Ian is very bullish on physical AI and robotics, viewing AI's entry into the physical world as potentially as transformative as LLMs. Cantos invests across the robotics stack, from model layer to dexterity and actuation, because movement is a huge category alongside energy and information.
Thematic ETFs
Long
Sep 09
$219.45
-2.7%
Defense tech is attractive because the US lacks scale manufacturing, the Pentagon wants affordable mass, and new challengers can displace legacy primes. Cantos backs focused defense companies including Castelion, Neros, and Heavyside, with deterrence and manufacturing scale as key requirements.
Thematic ETFs
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Ian Rountree has 2 trade ideas tracked on Buzzberg across 2 tickers since September 2026. Most covered: ITA, ROBO, PHYSICAL AI.
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
