The All-Index
000660.KS▲ 378.5%INTC▲ 364.9%PLTR▲ 253.7%DELL▲ 172.5%HOOD▲ 156.5%TSLA▲ 117.5%GOOGL▲ 88.8%AVGO▲ 87.7%WMT▲ 64.9%PANW▲ 62.5%BE▲ 17.6%LLY▲ 32.6%BABA▲ 29.4%AAPL▲ 8.3%NYT▲ 8.7%NVDA▲ 10.5%SIEGY▼ 1.1%EA▲ 1.2%AMZN▼ 3.5%CRM▼ 7.1%RACE▼ 5.9%ORCL▼ 19.5%LNG▼ 17.8%U▼ 29.5%MP▼ 31.5%CRCL▼ 0.9%ADYEN▼ 37.6%COIN▼ 52.5%000660.KS▲ 378.5%INTC▲ 364.9%PLTR▲ 253.7%DELL▲ 172.5%HOOD▲ 156.5%TSLA▲ 117.5%GOOGL▲ 88.8%AVGO▲ 87.7%WMT▲ 64.9%PANW▲ 62.5%BE▲ 17.6%LLY▲ 32.6%BABA▲ 29.4%AAPL▲ 8.3%NYT▲ 8.7%NVDA▲ 10.5%SIEGY▼ 1.1%EA▲ 1.2%AMZN▼ 3.5%CRM▼ 7.1%RACE▼ 5.9%ORCL▼ 19.5%LNG▼ 17.8%U▼ 29.5%MP▼ 31.5%CRCL▼ 0.9%ADYEN▼ 37.6%COIN▼ 52.5%
The All-Index
The Besties Index
+58.9%
vs the S&P's +17.8% — +41.1pp since May 31, 2024

If you'd put $1,000 into each of 28 companies the besties turned bullish on — at the price the day they said it — you'd have $44,489 today vs $32,984 in the S&P.

Explore the index →Best call: 000660.KS +378.5% →
0%+79.6%+58.9%+17.8%May 31, 2024Jun 11, 2026Besties IndexS&P (SPY)
How the index works →Not financial advice.
The Guesties Index — how the experts they invited on actually did+14.0% →

Bestie Leaderboard

each host's own bullish public calls
1
🥇Sacks
Sacks
+125.8%
vs S&P +29.2% · +96.6pp
3 callstop: PLTR +345pp
2
🥈Friedberg
Friedberg
+47.0%
vs S&P +18.4% · +28.6pp
2 callstop: GOOGL +90pp
3
🥉Chamath
Chamath
+35.7%
vs S&P +22.6% · +13.1pp
4 callstop: GOOGL +61pp
4
4️⃣Jason
Jason
-7.1%
vs S&P +14.6% · -21.7pp
4 callstop: GOOGL +1pp

Tracked calls · public companies

74 companies, scored vs the market
CompanyStanceSince
AppleAAPLBullish+60.4%✓
MicrosoftMSFTMixed-15.0%
MetaMETAMixed+15.6%
BlockSQBearish-1.7%✓
WixWIX—-21.9%
NVIDIANVDABullish+89.5%✓
CoreWeaveCRWVBearish+133.1%✗
GoogleGOOGLBullish+107.5%✓
SalesforceCRMBullish-29.4%✗
HubSpotHUBSMixed-5.2%
TeslaTSLABullish+117.4%✓
Palo Alto NetworksPANWBullish+62.5%✓
SK Hynix000660.KSBullish+378.5%✓
Micron TechnologyMUBullish+24.1%
CrowdStrikeCRWD—+30.5%
Eli LillyLLYBullish+32.6%✓
AmazonAMZNBullish+25.1%✗
Bloom EnergyBEBullish+17.6%✓
AllbirdsBIRDBearish-65.6%✓
PalantirPLTRBullish+379.3%✓
SnowflakeSNOWBearish+11.9%✗
Cheniere EnergyLNGBullish-17.8%✗
FerrariRACEBullish-5.9%✗
Thomson ReutersTRI—-9.6%
NetflixNFLXBearish-16.8%✓
ServiceNowNOWBearish-33.7%✓
SiemensSIEGYBullish-1.1%
ASMLASMLBearish+72.9%✗
Warner Bros. DiscoveryWBDBearish-10.5%✓
New York TimesNYTBullish+8.7%✓
OracleORCLBullish+6.8%✗
MP MaterialsMPBullish-31.5%✗
RobinhoodHOODBullish+156.5%✓
AMDAMDMixed+117.4%
Electronic ArtsEABullish+1.2%
Unity SoftwareUBullish-29.5%✗
IntelINTCBullish+450.6%✓
AdobeADBEBearish-40.9%✓
UberUBERMixed-8.2%
CircleCRCLBullish-0.9%
American ExpressAXPBearish+8.8%✗
US SteelXBullish—
Constellation EnergyCEGBearish-10.7%✓
CVS HealthCVSBearish+58.3%✗
Cigna (Express Scripts)CIBearish-8.5%✓
UnitedHealth Group (OptumRx)UNHBearish+29.2%✗
Credit Acceptance CorporationCACCBearish+7.8%✗
BoxBOXBullish-20.0%
NewsmaxNMAXBearish-81.7%
BoeingBABearish+19.8%✗
S&P 500 Index (via ETFs)SPYMixed+25.0%
PayPalPYPL—-45.8%
BroadcomAVGOBullish+87.6%✓
AlibabaBABABullish+29.4%✓
Lockheed MartinLMTBearish+16.7%✗
MicroStrategyMSTRBearish-68.5%
ShopifySHOPBullish-6.8%
CoinbaseCOINBullish-52.6%✗
Bank of AmericaBACBearish+30.9%✗
StarbucksSBUXBearish+6.9%✗
ExpediaEXPEBearish+36.7%✗
WorkdayWDAYBearish-46.4%✓
AirbnbABNBBearish+11.7%✗
AdyenADYENBullish-37.6%✗
Novo NordiskNVO—-68.8%
ChipotleCMG—-41.1%
WalmartWMTBullish+65.0%✓
Berkshire HathawayBRK.B—+11.8%
BlackstoneBX—-12.0%
Fox CorporationFOXAMixed+81.8%
Rick's Cabaret (RCI Hospitality Holdings)RICK—-35.2%
GameStopGMEBearish-21.7%✓
Dell TechnologiesDELLBullish+172.5%✓
DuolingoDUOL—-33.1%

Conviction · private companies

no public price — tracked by what they said
OpenAIMixed
SacksChamathGFriedbergJason64 takes
since May 10, 2024
AnthropicMixed
SacksChamathGFriedbergJason41 takes
since Jun 29, 2024
SpaceXBullish
FriedbergGChamathSacksJason19 takes
since Aug 16, 2024
xAIBullish
GSacksChamath11 takes
since Oct 3, 2024
StripeBullish
ChamathG5 takes
since Jul 19, 2024
PolymarketBullish
SacksChamath4 takes
since Nov 16, 2024
TetherBullish
FriedbergJasonChamathG4 takes
since Jul 19, 2025
WaymoBullish
ChamathGFriedberg4 takes
since Jan 4, 2025
Andreessen HorowitzBullish
ChamathSacks3 takes
since Jul 12, 2024
GroqBullish
ChamathG3 takes
since Oct 3, 2024
California (muni bonds)Bearish
SacksFriedbergChamath3 takes
since Dec 31, 2025
PerplexityBearish
ChamathGSacks3 takes
since May 17, 2024
Scale AIBearish
GChamath3 takes
since Jun 21, 2025
S&P 500 / US Equities (broad market)Bullish
FriedbergSacksChamath3 takes
since Jun 28, 2025
Enterprise Application Software (SaaS)Bearish
FriedbergChamathG3 takes
since Jan 4, 2025
WizBullish
FriedbergSacksChamath3 takes
since Jul 19, 2024
SpaceX / xAIBullish
JasonG2 takes
since Feb 7, 2026
HuaweiBullish
SacksFriedberg2 takes
since Dec 19, 2025
FigmaBullish
FriedbergChamath2 takes
since Jul 4, 2025
Magnificent 7Bullish
JasonChamath2 takes
since Jan 4, 2025
Traditional Auto OEMsBearish
GChamath2 takes
since Jan 4, 2025
Sequoia CapitalBullish
SacksChamath2 takes
since Jul 19, 2024
OpenAI / ChatGPTBullish
SacksChamath2 takes
since May 17, 2024
GlueBullish
JasonSacks2 takes
since May 17, 2024
SacksBullish
Sacks1 take
since May 1, 2026
CursorBullish
Jason1 take
since Apr 24, 2026
Bittensor (TAO)
Jason1 take
since Apr 3, 2026
Vast Space
Jason1 take
since Apr 3, 2026
AndurilBullish
G1 take
since Mar 6, 2026
DatabricksBullish
G1 take
since Feb 7, 2026
Moonshot AI (Kimi)Bullish
Chamath1 take
since Jan 30, 2026
Cerebras SystemsBullish
Friedberg1 take
since Jan 17, 2026
Utility sector (US electric utilities)Bearish
Chamath1 take
since Jan 17, 2026
Silver LakeBullish
Chamath1 take
since Oct 3, 2025
xAI / GrokBullish
Chamath1 take
since Jul 11, 2025
Federal ReserveBearish
Chamath1 take
since Jun 13, 2025
Coatue Interval FundBullish
G1 take
since May 9, 2025
FlexportBullish
G1 take
since May 2, 2025
Daily WireBullish
G1 take
since Apr 5, 2025
Cognition AIBullish
G1 take
since Mar 8, 2025
Figure AIMixed
Chamath1 take
since Mar 1, 2025
Mag 7 (basket)Bearish
Chamath1 take
since Mar 1, 2025
Washington Post
Chamath1 take
since Mar 1, 2025
TikTok / ByteDanceMixed
Chamath1 take
since Jan 18, 2025
Government Service ProvidersBearish
G1 take
since Jan 4, 2025
Chinese Tech StocksBullish
Friedberg1 take
since Jan 4, 2025
ZiplineBullish
G1 take
since Jan 4, 2025
Stablecoins / USD Stablecoin sector
Chamath1 take
since Jan 4, 2025
Addepar
G1 take
since Dec 7, 2024
SpaceX / StarlinkBullish
Friedberg1 take
since Oct 18, 2024
Pershing Square Capital ManagementNeutral
Chamath1 take
since Aug 2, 2024
Safe Superintelligence Inc.Bearish
Sacks1 take
since Jun 29, 2024
Texas Stock Exchange (TXSE)Bullish
Chamath1 take
since Jun 7, 2024
BitcoinBullish
Chamath1 take
since May 31, 2024
Ohalo GeneticsBullish
Friedberg1 take
since May 17, 2024
Athena (AthenaWow)Bullish
Jason1 take
since May 17, 2024

Built from 97 episodes · 130 companies · 553 theses · updated Jun 11, 2026.