John Micklethwait

Editor-in-Chief, Bloomberg
@RJohnMickle · tracked since Feb 2026
Calls 2 1 Posts tracked · 0.0/day
Calls
7d 0
30d 0
90d 0
Best Calls
GOOGL long +17.4%
MSFT long +6.5%
Worst Calls
No live losers yet
Most Mentioned
MSFT ×1
GOOGL ×1
Recent Calls
MSFT long 3 months ago
GOOGL long 3 months ago
Win Rate 100% Long 2 Short 0
Win Rate
7d 50%
30d 0%
90d 100%
Average Return +12.0% Long Return +12.0% Short Return -
Average Return
7d +1.0%
30d -0.2%
90d +16.6%
Result
Result
Sort
Theme Stance
Ticker
Side
Mentions
Opened
Entry
P&L
Thesis
Theme
Source
GOOGL Alphabet... Alphabet Inc. (Class A)
Long
Feb 13
$305.72
+17.4%
Micklethwait observes, "Americans are winning white-collar AI, ChatGPT, Anthropic and Gemini." The geopolitical landscape is splitting technology stacks. The US has a distinct lead in the "brain" of AI (LLMs and software). As global instability rises, capital will flow to the winners of the "White Collar" AI race for safety and growth. Long US Big Tech (specifically Model Providers) as the dominant force in generative AI. Regulatory crackdown; AI capex bubble.
Micklethwait observes, "Americans are winning white-collar AI, ChatGPT, Anthropic and Gemini." The geopolitical landscape is splitting technology stacks. The US has a distinct lead in the "brain" of AI (LLMs and software). As global instability rises, capital will flow to the winners of the "White Collar" AI race for safety and growth. Long US Big Tech (specifically Model Providers) as the dominant force in generative AI. Regulatory crackdown; AI capex bubble.
AI/Semi
YOUTUBE
MSFT Microsof... Microsoft Corporation
Long
Feb 13
$401.32
+6.5%
Micklethwait observes, "Americans are winning white-collar AI, ChatGPT, Anthropic and Gemini." The geopolitical landscape is splitting technology stacks. The US has a distinct lead in the "brain" of AI (LLMs and software). As global instability rises, capital will flow to the winners of the "White Collar" AI race for safety and growth. Long US Big Tech (specifically Model Providers) as the dominant force in generative AI. Regulatory crackdown; AI capex bubble.
Micklethwait observes, "Americans are winning white-collar AI, ChatGPT, Anthropic and Gemini." The geopolitical landscape is splitting technology stacks. The US has a distinct lead in the "brain" of AI (LLMs and software). As global instability rises, capital will flow to the winners of the "White Collar" AI race for safety and growth. Long US Big Tech (specifically Model Providers) as the dominant force in generative AI. Regulatory crackdown; AI capex bubble.
AI/Semi
YOUTUBE
Showing 2 of 2 picks · sorted by mentions