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Chamath Palihapitiya

Social Capital. Macro-heavy, high-conviction, rarely quiet about it.

@chamath

Avg Return / call
+263.1%
rank #1 of 4
Calls
7
Hit rate
100%
Best call
NVDA +904.5%
Worst call
BTC/USD +15.4%

Call log

TickerSideEntryMarkReturnCalledEp.Quote
BTC/USDcryptolong63,000.0072,700.22+15.4%Mar 15, 2024E170ETF flows are structural, not a trade.
NVDAstocklong46.00216.97+371.7%Nov 17, 2023E153Still the only shovel in the AI gold rush.
BTC/USDcryptolong29,000.0072,700.22+150.7%Jul 14, 2023E137Adding to bitcoin again ahead of the ETF cycle.
NVDAstocklong21.60216.97+904.5%Jan 27, 2023E113Compute is the bottleneck of AI.
TSLAstocklong123.00345.11+180.6%Jan 6, 2023E111Tesla oversold on macro, not fundamentals.
SOL/USDcryptolong34.0087.46+157.2%Aug 27, 2021E45Solana throughput bet.
BTC/USDcryptolong45,000.0072,700.22+61.6%May 7, 2021E32Bitcoin as the hedge against monetary policy.