Calls
32
#232
Alpha Score 81.9
Jason Calacanis
Angel Investor / Founder, LAUNCH
Win Rate
48.4%
return
+2.7%
Loading charts...
Ticker
Side
Mentions
First Call
Call Price
P&L
Thesis
Theme
Source
Long
Mar 06
$178.93
+26.3%
Long TAO (Bittensor) — Jason endorses decentralized AI as the future; consistent with his disclosed ~$750k position and $500 PT for 2026.
Long TAO (Bittensor) — Jason endorses decentralized AI as the future; consistent with his disclosed ~$750k position and $500 PT for 2026.
Crypto Assets
Long
Feb 27
$75.42
-0.2%
Uber's open network strategy for autonomous vehicles (TUN) will allow it to capture a dominant 25-50% market share, as it will be more profitable for AV operators to join Uber's network than to operate independently.
Uber's open network strategy for autonomous vehicles (TUN) will allow it to capture a dominant 25-50% market share, as it will be more profitable for AV operators to join Uber's network than to operate independently.
Retail & Mobility
Long
Dec 22
$495.06
-28.3%
1. THE FACT: "Interesting... Baidu is giving its cars to Lyft, Uber, and, apparently, anyone who wants to put them in their network. Tesla can make 1m+ robotaxis a year TO START (and many more in 2028, 2029). Folks don't realize that ridesharing is about to go from ~1% of rides to 50%+ of"
2. THE BRIDGE: The speaker highlights the increasing availability of autonomous vehicles from Baidu and Tesla's significant production capacity for robotaxis. They predict a massive shift in ridesharing adoption, from 1% to 50%+, indicating substantial growth for companies involved in this transition.
3. THE VERDICT: Long Tesla, Uber, Lyft, and Baidu due to the anticipated exponential growth in ridesharing driven by autonomous vehicle adoption.
1. THE FACT: "Interesting... Baidu is giving its cars to Lyft, Uber, and, apparently, anyone who wants to put them in their network. Tesla can make 1m+ robotaxis a year TO START (and many more in 2028, 2029). Folks don't realize that ridesharing is about to go from ~1% of rides to 50%+ of"
2. THE BRIDGE: The speaker highlights the increasing availability of autonomous vehicles from Baidu and Tesla's significant production capacity for robotaxis. They predict a massive shift in ridesharing adoption, from 1% to 50%+, indicating substantial growth for companies involved in this transition.
3. THE VERDICT: Long Tesla, Uber, Lyft, and Baidu due to the anticipated exponential growth in ridesharing driven by autonomous vehicle adoption.
Autos & EV
Long
Jul 03
$194.83
+11.6%
Nvidia’s open-source Nemotron model is competitive with closed models, and as enterprises shift to sovereign AI using their own hardware, Nvidia benefits from selling full-stack solutions (hardware + open-source models) and a more diverse chip buyer ecosystem, reducing dependency on a few hyperscalers.
AI Compute
Long
May 29
$311.17
+4.4%
Apple is positioned as a dark horse in the AI race because its M5 Mac Studio (with large memory) can run open-source models locally, preserving data sovereignty and intelligence sovereignty. This gives Apple a differentiated advantage as users seek privacy and avoidance of centralized AI control.
AI Hardware
Long
Feb 07
$210.32
+21.3%
Amazon executed 100,000 layoffs (mostly efficiency/UPS related) while maintaining/growing output. JCal calls it his "number one pick." This is the "Efficiency" trade. Large tech companies are using AI to consolidate job functions (e.g., one person doing the job of a PM, Designer, and Coder). Amazon is proving it can expand margins by doing more with less labor. Long. The company is successfully decoupling revenue growth from headcount growth. Regulatory scrutiny or consumer spending slowdowns affecting the retail side.
Amazon executed 100,000 layoffs (mostly efficiency/UPS related) while maintaining/growing output. JCal calls it his "number one pick." This is the "Efficiency" trade. Large tech companies are using AI to consolidate job functions (e.g., one person doing the job of a PM, Designer, and Coder). Amazon is proving it can expand margins by doing more with less labor. Long. The company is successfully decoupling revenue growth from headcount growth. Regulatory scrutiny or consumer spending slowdowns affecting the retail side.
Hyperscalers
Long
Aug 11
$594.92
-3.0%
Mark Zuckerberg’s 6,500-word AI manifesto is a strategic pivot that reframes Meta’s AI push as an open, abundance-driven public good. By promising free personal agents, video/design tools, and business-building features across Instagram and WhatsApp, Meta will deepen user engagement and dramatically increase ad targeting signals. This push—combined with a masterful PR campaign to overcome data-center opposition—represents the most thoughtful and shareholder-friendly version of Zuckerberg in the company’s history.
Hyperscalers
Long
Jul 21
$551.68
-9.5%
The pullback in semiconductors was a positioning unwind after parabolic first-half runs, and the rotation into other sectors is healthy. Going forward, 48% of S&P earnings growth will come from the semiconductor index, providing clear visibility on profits. Capex is not going to slow, and Google will reaffirm and potentially raise its spending plans, keeping the fundamental story intact.
Thematic ETFs
Long
Jul 13
$356.12
-5.3%
Apple's trade secret lawsuit against OpenAI has destroyed their partnership; as a result, Apple turned to Google Gemini as the default iPhone AI, which now generates over $1B/year for Google. The fallout represents a major win for Google and a missed opportunity for OpenAI.
Hyperscalers
Long
Jul 10
$21.17
-
Figma has a loyal designer user base, will integrate AI and benefit from increased demand for design (Jevons paradox). At 7x sales and a 70x PE, it is attractively valued relative to its growth potential. As a $10B+ company, it has acquisition currency to expand into Adobe's adjacent markets. AI will accelerate their business, and they will remain a top player in design tools.
AI Software
Long
Jun 26
$135.20
-22.6%
United Airlines will be the first major U.S. airline to offer free Starlink Wi-Fi on flights, which will significantly increase business travel demand and customer preference. He estimates business travel could rise by 50%, making United stock a buy at current levels.
Airlines
Long
Aug 25
$233.88
-3.4%
Jason says Ukraine has developed among the most robust drone capabilities outside the US and China, is now exporting drones, and has attracted investment from Eric Schmidt and American billionaires into Ukrainian drone and anti-drone companies; he calls this a booming industry.
Thematic ETFs
Long
Aug 14
$198.55
-0.3%
Silver Lake's reported ~$43B acquisition bid for Workday shows software has been oversold and private equity is returning as a buyer; open-source AI is also a positive for the software industry because it prevents a few frontier model providers from extracting all software value.
AI Software
Long
Aug 08
$178.10
+1.9%
Airbnb reported Q2 earnings that beat expectations and raised full-year guidance. CEO Brian Chesky stated AI is improving every part of the business—attracting more bookings, lowering customer service costs, and helping hosts. Although the stock has been sideways for years, AI could help earnings surge and finally break the stock out of its range.
Gaming & Leisure
Long
Aug 08
$243.18
-6.6%
Twilio delivered a blowout Q2 2026 report, raised full-year guidance, and is generating record free cash flow. The company is adding AI-powered conversational agents and routing on top of its consumption-based messaging API, which insulates it from the per-seat pricing pressure that hurt other SaaS companies. This AI embrace is turning the company around and making it a money-printing machine.
AI Software
Showing 15 of 32 calls · sorted by mentions
Choose a mentions count to open ticker posts.
Jason Calacanis has 32 trade ideas tracked on Buzzberg across 32 tickers since December 2025. Win rate 48% across 31 evaluated calls, average return +2.7%. Ranked #232 on the Buzzberg Alpha leaderboard. Most covered: TAO, UBER, TSLA.
