ALL IN POD TRADES

All trades

29 of 29 logged calls. Open positions are marked against the latest price; closed ones freeze at their exit.

Host
Asset
Side
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HostTickerSideEntryMarkReturnCalledEp.Quote
Sacksstocklong256.00240.73-6.0%Aug 29, 2026▶ E28718:14“This whole SaaS-is-dead narrative is getting shredded. I do not believe core systems of record like CRM are going to get ripped and replaced with something vibe coded.”
Chamathstocklong256.00240.73-6.0%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.”
Gavin Baker🎤stocklong225.16214.14-4.9%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.”
Gavin Baker🎤stocklong198.68190.77-4.0%Aug 14, 2026▶ E2851:37:24“I mean, what Silver Lake is saying, they've been oversold. ... There must be some value in that.”
J-Calstocklong589.85709.34+20.3%Aug 14, 2026▶ E28555:00“He is going to be the open source hero from America. He is going to have the best open source model in the next year. I guarantee it here on the—”
Chamathstocklong173.51240.73+38.7%May 15, 2026E282“Salesforce specifically was meaningfully oversold — the high end of the market, where the large monoliths operate, is quite safe.”
J-Calstocklong340.00354.67+4.3%Jan 24, 2025E214“Long Elon, as always.”
J-Calstocklong250.00354.67+41.9%Jul 12, 2024E187“Robotaxi day is the catalyst.”
Chamathcryptolong63,000.0081,041.22+28.6%Mar 15, 2024E170“ETF flows are structural, not a trade.”
Friedbergcryptolong2,300.002,355.42+2.4%Feb 9, 2024E165“Staking yield changes the math now.”
Sacksstocklong370.00528.95+43.0%Dec 8, 2023E156“Copilot attach rates are the real story.”
Chamathstocklong46.00214.14+365.5%Nov 17, 2023E153“Still the only shovel in the AI gold rush.”
Friedbergstocklong138.00340.59+146.8%Oct 27, 2023E150“Gemini closes the model gap.”
Sacksstocklong300.00709.34+136.4%Aug 25, 2023E143“Meta earned its multiple back.”
Chamathcryptolong29,000.0081,041.22+179.5%Jul 14, 2023E137“Adding to bitcoin again ahead of the ETF cycle.”
J-Calstocklong180.00354.67+97.0%Jun 9, 2023E132“Autonomy optionality is free at this price.”
Friedbergstocklong88.00340.59+287.0%Feb 10, 2023E115“Search moat underestimated in the AI panic.”
Sacksstocklong245.00528.95+115.9%Feb 3, 2023E114“OpenAI distribution inside Office.”
Chamathstocklong21.60214.14+891.4%Jan 27, 2023E113“Compute is the bottleneck of AI.”
Chamathstocklong123.00354.67+188.3%Jan 6, 2023E111“Tesla oversold on macro, not fundamentals.”
J-Calcryptolong16,800.0081,041.22+382.4%Dec 16, 2022E109“Post-FTX capitulation entry.”
Sacksstocklong92.00709.34+671.0%Nov 11, 2022E105“Cost discipline will re-rate Meta.”
Friedbergstocklong380.00641.96+68.9%Sep 16, 2022E97“Ag productivity and input costs.”
J-Calstocklong145.00343.47+136.9%Jun 24, 2022E85“Services margin compounding.”
Friedbergcryptoshort3,200.002,355.42+26.4%Jan 14, 2022E63“Yield-driven crypto valuations unwinding.”
J-Calstockshort95.0081.70+14.0%Dec 10, 2021E59“High-multiple growth basket is broken.”
Sacksstockshort250.00173.11+30.8%Nov 12, 2021E55“Crypto exchange fee compression.”
Chamathcryptolong34.00101.44+198.4%Aug 27, 2021E45“Solana throughput bet.”
Chamathcryptolong45,000.0081,041.22+80.1%May 7, 2021E32“Bitcoin as the hedge against monetary policy.”