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
EM

Elon Musk

Guest on the All-In podcast · 2 scored calls

+8.1%
vs S&P +9.8% · -1.7pp

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%+12.5pp
TeslaTSLA-6.1%-15.8pp

In their words

OpenAI→Neutral
“OpenAI source code is locked up tighter than Fort Knox. And they are going for maximum profit, like maximum... It needs to change its name to Close to a Maximum Profit AI.”
E249· Oct 31, 2025
SpaceX→Bullish
“Grokpedia will, will, will, will succeed, I think very well because it'll, it'll, it is fundamentally a superior product to Wikipedia. It is, it is a better source of information.”
E249· Oct 31, 2025
Tesla→Neutral
“I'm not going to build a robot army if I can be easily kicked out by activist investors.”
E249· Oct 31, 2025
Tesla→Bullish
“All of the cars we make right now are capable of being a robotaxi... we start production of the CyberCab in Q2 next year, and we'll scale that up to quite high volume. I think ultimately we'll make millions of CyberCabs per year.”
E249· Oct 31, 2025