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Chamath Palihapitiya
Social Capital. Macro-heavy, high-conviction, rarely quiet about it.
@chamath
Avg Return / call
+218.3%rank #1 of 5
- Calls
- 9
- Hit rate
- 89%
- Best call
- NVDA +891.4%
- Worst call
- CRM -6.0%
Call log
| Ticker | Side | Entry | Mark | Return | Called | Ep. | Quote |
|---|---|---|---|---|---|---|---|
| stock | long | 256.00 | 240.73 | -6.0% | Aug 29, 2026 | ▶ E28713:57 | “What I said before and what I'll double down on now is that the large systems of record hold an incredibly special place in the ecosystem if they do it right.” |
| stock | long | 173.51 | 240.73 | +38.7% | May 15, 2026 | E282 | “Salesforce specifically was meaningfully oversold — the high end of the market, where the large monoliths operate, is quite safe.” |
| crypto | long | 63,000.00 | 81,041.22 | +28.6% | Mar 15, 2024 | E170 | “ETF flows are structural, not a trade.” |
| stock | long | 46.00 | 214.14 | +365.5% | Nov 17, 2023 | E153 | “Still the only shovel in the AI gold rush.” |
| crypto | long | 29,000.00 | 81,041.22 | +179.5% | Jul 14, 2023 | E137 | “Adding to bitcoin again ahead of the ETF cycle.” |
| stock | long | 21.60 | 214.14 | +891.4% | Jan 27, 2023 | E113 | “Compute is the bottleneck of AI.” |
| stock | long | 123.00 | 354.67 | +188.3% | Jan 6, 2023 | E111 | “Tesla oversold on macro, not fundamentals.” |
| crypto | long | 34.00 | 101.44 | +198.4% | Aug 27, 2021 | E45 | “Solana throughput bet.” |
| crypto | long | 45,000.00 | 81,041.22 | +80.1% | May 7, 2021 | E32 | “Bitcoin as the hedge against monetary policy.” |