Calls
3
Walter Isaacson
Author, 'Elon Musk'; Perella Weinberg advisory partner; Tulane University professor; CNBC contributor
Win Rate
0.0%
return
-8.1%
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Ticker
Side
Mentions
First Call
Call Price
P&L
Thesis
Theme
Source
Long
Sep 02
$325.15
-1.6%
Apple's new CEO John Ternus is a product-focused hardware designer, making him the right leader because Apple has not shipped a truly exciting new device since Steve Jobs. Walter Isaacson argues Apple can use its trusted privacy brand to create AI devices beyond the iPhone and that a foldable phone is likely coming soon, so renewed product focus should support Apple.
AI Hardware
Long
Jun 22
$165.63
-10.7%
SpaceX is a real company with substantial, growing revenue streams. It has already deployed over 10,000 satellites, operates the heaviest rocket ever made, brings astronauts to and from space, and is securing massive AI data center contracts (e.g., $1.25 billion per month from Anthropic). More than 90% of all tonnage sent to orbit recently has come from SpaceX, demonstrating its dominant, difficult-to-replicate position.
Space
Long
Jun 12
$402.90
-12.1%
A SpaceX-Tesla merger is likely, driven by Elon Musk's desire and the deep crossover between the two companies in AI and connecting the physical world to AI. The Tesla board will likely go along, and the deal makes strategic sense given shared technologies like Optimus, FSD, and space data centers. A stock-for-stock transaction where SpaceX buys Tesla would be positive for Tesla shareholders.
Autos & EV
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Walter Isaacson has 3 trade ideas tracked on Buzzberg across 3 tickers since June 2026. Most covered: AAPL, TSLA, SPCX.
