The All-Index
The Besties Index
+36.1%
vs the S&P's +22.6% — +13.5pp since Jul 26, 2024
5 of 15 beat the S&P — a few big winners carry the average.
If you'd put $1,000 into each of 15 names the besties are still bullish on — at the price the day they called it — you'd have $20,414 today vs $18,391 in the S&P.
How the index works →Not financial advice.
Bestie Leaderboard
each host's own scored public callsPublic companies
53 tracked, scored vs the marketsort
| Company | Stance | Who | Last take | Since | Trend |
|---|---|---|---|---|---|
| SpaceXSPCX | Bullish | G | Jul 11, 2026 | -9.7% | |
| MetaMETA | Commentary | Jul 11, 2026 | — | — | |
| NvidiaNVDA | Bullish | Jul 3, 2026 | +46.3% | ||
| PalantirPLTR | Bullish | Jul 3, 2026 | +366.5% | ||
| Cerebras SystemsCBRS | Commentary | G | Jun 26, 2026 | — | — |
| Micron TechnologyMU | Bullish | G | Jun 26, 2026 | +31.1% | |
| AmazonAMZN | Bullish | Jun 19, 2026 | -0.5% | ||
| AppleAAPL | Bullish | May 29, 2026 | +5.0% | ||
| CoreWeaveCRWV | Commentary | G | May 22, 2026 | — | — |
| GoogleGOOGL | Bullish | May 15, 2026 | +81.4% | ||
| SalesforceCRM | Commentary | May 15, 2026 | — | — | |
| TeslaTSLA | Bullish | May 8, 2026 | -0.8% | ||
| SK Hynix000660.KS | Bullish | G | May 8, 2026 | +9.4% * | |
| Samsung005930.KS | Bullish | G | May 8, 2026 | -5.2% * | |
| Eli LillyLLY | Commentary | May 1, 2026 | — | — | |
| BayerBAYRY | Commentary | May 1, 2026 | — | — | |
| Bloom EnergyBE | Commentary | Apr 17, 2026 | — | — | |
| AllbirdsBIRD | Commentary | Apr 17, 2026 | — | — | |
| Cheniere EnergyLNG | Bullish | Mar 27, 2026 | -12.9% | ||
| FerrariRACE | Commentary | Feb 13, 2026 | — | — | |
| MicrosoftMSFT | Commentary | Jan 17, 2026 | — | — | |
| NetflixNFLX | Bullish | Jan 10, 2026 | -24.5% | ||
| ASMLASML | Commentary | Dec 19, 2025 | — | — | |
| CNN / Warner Bros. DiscoveryWBD | Commentary | Dec 13, 2025 | — | — | |
| New York TimesNYT | Commentary | Dec 13, 2025 | — | — | |
| MP MaterialsMP | Commentary | Oct 17, 2025 | — | — | |
| AMDAMD | Commentary | G | Oct 10, 2025 | — | — |
| RobinhoodHOOD | Commentary | Oct 10, 2025 | — | — | |
| Electronic ArtsEA | Commentary | Oct 3, 2025 | — | — | |
| Unity SoftwareU | Commentary | Oct 3, 2025 | — | — | |
| IntelINTC | Commentary | Aug 29, 2025 | — | — | |
| AdobeADBE | Bearish | Jul 4, 2025 | +40.7% | — | |
| UberUBER | Commentary | Jun 28, 2025 | — | — | |
| SnowflakeSNOW | Commentary | Jun 21, 2025 | — | — | |
| US SteelX | Commentary | May 31, 2025 | — | — | |
| BoxBOX | Commentary | G | May 2, 2025 | — | — |
| NewsmaxNMAX | Commentary | Apr 5, 2025 | — | — | |
| BoeingBA | Commentary | Mar 22, 2025 | — | — | |
| Constellation EnergyCEG | Commentary | G | Jan 25, 2025 | — | — |
| BroadcomAVGO | Commentary | Jan 25, 2025 | — | — | |
| AlibabaBABA | Bullish | G | Jan 18, 2025 | +31.6% | |
| MicroStrategyMSTR | Commentary | Jan 4, 2025 | — | — | |
| Trump Media & Technology Group (Truth Social)DJT | Commentary | Jan 4, 2025 | — | — | |
| Bank of AmericaBAC | Commentary | Nov 1, 2024 | — | — | |
| StarbucksSBUX | Commentary | Oct 25, 2024 | — | — | |
| ExpediaEXPE | Commentary | Oct 18, 2024 | — | — | |
| AirbnbABNB | Commentary | Sep 6, 2024 | — | — | |
| Palo Alto NetworksPANW | Commentary | Sep 6, 2024 | — | — | |
| ChipotleCMG | Commentary | Aug 16, 2024 | — | — | |
| CrowdStrikeCRWD | Commentary | Jul 26, 2024 | — | — | |
| Fox CorporationFOXA | Commentary | Jul 26, 2024 | — | — | |
| GameStopGME | Commentary | Jun 7, 2024 | — | — | |
| Dell TechnologiesDELL | Commentary | May 31, 2024 | — | — |
Commodities, sectors & macro
13 tracked, priced via ETF proxies · scored in the index alongside the stockssort
| Asset | Stance | Who | Last take | Since | Trend |
|---|---|---|---|---|---|
| Natural GasUNG | Commentary | G | May 22, 2026 | — | — |
| OilUSO | Bearish | Mar 13, 2026 | -51.7% | — | |
| GoldGLD | Bullish | Feb 13, 2026 | +48.8% | ||
| CopperCPER | Bullish | Jan 30, 2026 | +3.0% | ||
| Enterprise application software (basket)IGV | Bearish | Jan 10, 2026 | +9.1% | — | |
| IPO marketIPO | Bullish | Jan 10, 2026 | +18.9% | ||
| Magnificent Seven (basket)MAGS | Mixed | G | May 9, 2025 | — | — |
| US TreasuriesIEF | Bearish | G | Apr 5, 2025 | +1.3% | — |
| BitcoinIBIT | Bullish | Mar 8, 2025 | -4.7% | ||
| UraniumURA | Bullish | Jan 25, 2025 | +28.4% | ||
| Chinese tech stocks (basket)KWEB | Bullish | Jan 18, 2025 | -7.4% | ||
| Defense primes — Boeing, Lockheed, Raytheon (basket)ITA | Bearish | Jan 4, 2025 | -64.9% | — | |
| Commodities basketDBC | Bullish | Oct 25, 2024 | +20.6% |
Private companies
no public price — tracked by what they saidOpenAIMixed
since May 10, 2024
AnthropicBullish
since Mar 8, 2025
PolymarketBullish
since Aug 23, 2024
StripeCommentary
since Jul 19, 2024
PerplexityCommentary
since May 17, 2024
WizCommentary
since Jul 19, 2024
FigmaCommentary
since Jul 4, 2025
GroqBullish
since Oct 3, 2024
TetherCommentary
since Nov 22, 2025
WaymoCommentary
G
3 takes
since Jan 4, 2025
AI infrastructure / hyperscaler capex basketCommentary
since Jul 12, 2024
CursorCommentary
since May 22, 2026
SaaS sectorCommentary
since Jun 21, 2025
Anduril IndustriesCommentary
G2 takes
since Feb 15, 2025
SaaS sector (broad)Commentary
since Feb 7, 2026
SpaceX / xAI mergerCommentary
since Feb 7, 2026
HuaweiBullish
since Dec 19, 2025
Scale AICommentary
G2 takes
since Jul 11, 2025
US Treasuries / Bond MarketCommentary
since May 24, 2025
Large US Pharma / Biotech sectorCommentary
G2 takes
since May 17, 2025
US Treasury Bonds (10-year)Commentary
since Mar 1, 2025
Venture Capital industryCommentary
since Sep 20, 2024
Safe Superintelligence Inc. (SSI)Commentary
since Jun 29, 2024
GlueBullish
since May 17, 2024
Ohalo GeneticsBullish
since May 17, 2024
Enterprise SaaS sector (low-end / vertical)Commentary
since May 15, 2026
Hyperscalers (Amazon, Microsoft, Google, Meta)Commentary
since May 1, 2026
Hyperscaler CapEx beneficiaries (capital equipment / infrastructure)Bullish
since May 1, 2026
Cursor (Anysphere)Commentary
since Apr 24, 2026
MedalliaCommentary
since Apr 24, 2026
Enterprise SaaS (broad sector)Commentary
since Apr 24, 2026
IGV (enterprise software basket)Commentary
G1 take
since Apr 10, 2026
Enterprise software sectorCommentary
since Apr 10, 2026
Enterprise SaaS / software sectorCommentary
since Apr 3, 2026
High asset, low obsolescence (HALO) businessesCommentary
since Apr 3, 2026
Bitcoin / CryptoCommentary
since Apr 3, 2026
TAO (Bittensor)Commentary
since Apr 3, 2026
DatabricksCommentary
G1 take
since Feb 7, 2026
Moonshot AI (Kimi)Commentary
since Jan 30, 2026
US Electric Utilities (sector)Bearish
since Jan 17, 2026
California Real EstateBearish
since Jan 10, 2026
US DollarBearish
since Jan 10, 2026
Gambling / Prediction Market BasketBullish
since Jan 10, 2026
Capital Equipment SectorCommentary
since Jan 10, 2026
Traditional MediaCommentary
since Jan 10, 2026
California Municipal BondsCommentary
since Dec 31, 2025
Private Equity (broad sector)Commentary
since Oct 3, 2025
Silver LakeCommentary
since Oct 3, 2025
AI vertical/SLM applications (basket)Commentary
since Aug 22, 2025
xAI / Apple partnershipCommentary
G1 take
since Jul 19, 2025
S&P 500 / Broad Equities (levered long)Bullish
since Jun 28, 2025
New York City real estateCommentary
since Jun 28, 2025
Broad equity market / S&P 500Commentary
since Jun 28, 2025
Broad equity market / Mag 7 vs S&P 493Commentary
since Jun 28, 2025
S&P 493 (non-Mag-7 S&P 500)Bearish
since Jun 21, 2025
AWS / Azure / GCP cloud basketCommentary
since Jun 21, 2025
Pharmacy Benefit Managers (PBM sector)Commentary
since May 17, 2025
New Mag 7 / Future Leaders BasketBullish
G1 take
since May 9, 2025
Venture Capital (asset class)Commentary
since May 9, 2025
Credit Default Swaps (CDS / corporate credit protection)Commentary
since Apr 5, 2025
Enterprise SaaS / Software Industrial ComplexCommentary
since Mar 29, 2025
NianticCommentary
G1 take
since Mar 22, 2025
Magnificent Seven / Mag 7Commentary
since Mar 8, 2025
Cognition / DevinBullish
G1 take
since Mar 8, 2025
Magnificent SevenCommentary
since Mar 1, 2025
S&P 500 Index (broad equities)Commentary
since Mar 1, 2025
FigureCommentary
since Mar 1, 2025
Application layer / AI softwareCommentary
since Jan 31, 2025
ByteDance / TikTokBullish
G1 take
since Jan 25, 2025
TikTok (ByteDance US asset)Commentary
since Jan 25, 2025
Stablecoins (US dollar-backed)Bullish
since Jan 25, 2025
TikTok / ByteDanceCommentary
since Jan 18, 2025
Government service providers (basket)Bearish
G1 take
since Jan 4, 2025
High-bandwidth memory — SK Hynix, Micron (basket)Bullish
G1 take
since Jan 4, 2025
CDS / credit protection (macro)Commentary
since Jan 4, 2025
Traditional auto OEMs (basket)Bearish
since Jan 4, 2025
Dollar-denominated stablecoins (macro/sector)Bullish
since Jan 4, 2025
ZiplineBullish
G1 take
since Jan 4, 2025
UnitreeCommentary
since Jan 4, 2025
AndurilCommentary
G1 take
since Dec 7, 2024
Crypto / fintech sector (deregulation beneficiaries)Commentary
since Nov 16, 2024
Crypto sector (FIT21 / regulatory clarity)Commentary
since Nov 16, 2024
Florida Coastal Real EstateCommentary
since Oct 11, 2024
Miami Real Estate (Sacks exit)Commentary
since Oct 11, 2024
Cost Plus DrugsBullish
G1 take
since Oct 3, 2024
AI Customer Support / Call Center DisruptionCommentary
since Sep 20, 2024
AdyenCommentary
since Sep 6, 2024
Pershing Square Capital ManagementCommentary
since Aug 2, 2024
Magnificent Seven / Mega-cap AI stocksCommentary
since Jul 12, 2024
Texas Stock Exchange (TXSE)Commentary
since Jun 7, 2024
Argentina ADR basketCommentary
since May 17, 2024
Athena (AthenaWow)Bullish
since May 17, 2024
AI content rights marketplace (unnamed)Bullish
since May 17, 2024
Built from 102 episodes · 159 companies · 588 theses · updated Jul 13, 2026.