Etched Loading... : Investor Sentiment and Bull/Bear Views
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Top Calls
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Price change since each call, adjusted for long/short direction. Results calculated:
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14:35
Jun 22
Jun 22
Fund holds tier-one private tech names.
Jake announces Anti Fund's $100M oversubscribed growth fund and lists its tier-one portfolio across AI, defense, and space, including Anduril, Etched, Cognition, SpaceX, OpenAI, Anthropic, Saronic, and Modal. The edge is access to an oversubscribed vehicle and a curated basket of leading private technology companies.
MED
22:20
Jun 18
Jun 18
AI stack from models to chips.
They are AI maxis and are positioned across the AI stack, starting with OpenAI and moving down through inference providers and semiconductors, including Etched's inference ASIC. They believe the software game will be won by OpenAI, Anthropic, xAI, Google, and maybe Cognition, and that massive compute and model scaling are concentrating value in these layers.
HIGH
21:51
Jun 18
Jun 18
Late-stage AI and tech winners outperform.
Anti Fund uses a barbell strategy: bigger growth-stage checks into late-stage winners like SpaceX and xAI for fast DPI/liquidity, plus early-stage venture bets; it is AI-maxi across OpenAI, inference, semiconductors such as Etched, and fusion via Helion, and expects next-wave upside in robotics, hardware, and bio.
MED
About Etched Investor Commentary
Across the available history and selected sources, Buzzberg tracks Etched across 2 sources: 3 bullish vs 0 bearish calls from 1 authors. Historical directional balance: 100% = 100 × (bullish − bearish) / all deduplicated idea records, including other directions. This is neither a probability of a price rise nor the share of bullish authors. 3 total trade ideas tracked. Latest voices: Jake Paul.