Calls
4
Josh Wolfe
Co-Founder and Managing Partner, Lux Capital
Win Rate
50.0%
return
+4.6%
Ticker
Side
Mentions
First Call
Call Price
P&L
Thesis
Theme
Source
Long
Jan 09
$73.20
+7.7%
Next wave of AI is embodied and 3D: physical intelligence, robotics, industrial automation, edge inference, and biologically inspired low-power AI will drive huge deals beyond two-dimensional AI and GPU clusters.
Thematic ETFs
Long
Jan 09
$38.26
-8.0%
Next wave of AI is embodied and 3D: physical intelligence, robotics, industrial automation, edge inference, and biologically inspired low-power AI will drive huge deals beyond two-dimensional AI and GPU clusters.
Thematic ETFs
Long
Jan 09
$233.00
-8.4%
About a third of Lux Capital is aerospace and defense globally; Trump's $1.5T defense budget and incentive alignment forcing primes to deliver real systems create a huge opportunity in next-generation aerospace and defense across the US and allies.
Thematic ETFs
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Josh Wolfe has 4 trade ideas tracked on Buzzberg across 4 tickers since January 2026. Most covered: ITA, ROBO, XBI.
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
