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Gavin Baker🎤
Guest on the All-In Podcast.
Avg Return / call
-4.4%rank #5 of 5
- Calls
- 2
- Hit rate
- 0%
- Best call
- WDAY -4.0%
- Worst call
- NVDA -4.9%
Call log
| Ticker | Side | Entry | Mark | Return | Called | Ep. | Quote |
|---|---|---|---|---|---|---|---|
| stock | long | 225.16 | 214.14 | -4.9% | Aug 14, 2026 | ▶ E2851:00:50 | “That architectural variation works in NVIDIA's favor and in GPU's favor, because it means that you do need this more flexible compute... they guarantee that these GPUs can be rented at a certain rate... they're only bearing 25% of the risk.” |
| stock | long | 198.68 | 190.77 | -4.0% | Aug 14, 2026 | ▶ E2851:37:24 | “I mean, what Silver Lake is saying, they've been oversold. ... There must be some value in that.” |