TSLA▲ 126.7%GOOGL▲ 113.1%BE▲ 39.8%LLY▲ 15.9%BABA▲ 28.0%NYT▲ 10.6%AAPL▼ 0.6%NVDA▼ 8.0%SPCX▲ 22.1%EA▲ 1.3%CRM▼ 11.2%PLTR▼ 22.4%MSFT▼ 26.6%LNG▼ 22.7%UBER▼ 14.1%TSLA▲ 126.7%GOOGL▲ 113.1%BE▲ 39.8%LLY▲ 15.9%BABA▲ 28.0%NYT▲ 10.6%AAPL▼ 0.6%NVDA▼ 8.0%SPCX▲ 22.1%EA▲ 1.3%CRM▼ 11.2%PLTR▼ 22.4%MSFT▼ 26.6%LNG▼ 22.7%UBER▼ 14.1%
The Guesties
AG

Antonio Gracias

Guest on the All-In podcast · 2 scored calls

+60.5%
vs S&P +24.0% · +36.5pp

Each call below is scored as if you'd followed it— long a bull, an inverse-sized stake on a bear (capped at −100%) — from the day it aired to today, versus simply buying the S&P over the same window.

Scored calls

CompanyReturnvs S&P
SpaceXSPCX+22.3%-1.8pp
GoogleGOOGL+98.8%+74.7pp

In their words

SpaceX→Bullish
“The company's now servicing its debt and they just priced yesterday, one of their bank deals at 97 cents... A giant business success, a rousing business success.”
E214· Feb 7, 2025
SpaceX→Bullish
“XAI will have the highest return on capital, and I also think the best training data, and therefore will win.”
E214· Feb 7, 2025
Google→Bullish
“Google will also win because they have their TensorFlow chips. They make some of their own chips. They do focus on ROIC, and they have a great monopoly to kind of fund it all.”
E214· Feb 7, 2025