The Guesties
TL
Thomas Laffont
Guest on the All-In podcast · 2 calls
+32.9%
vs S&P +25.8% · +7.2pp
Each call below is measured 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.
Their calls
Each measured as if you'd followed it from the day it aired. Tap a row to read the call in their words.
| Company | Call | Date | Return | vs S&P |
|---|---|---|---|---|
| NvidiaNVDA | Bullish | Jun 21, 2025 | +36.7% | +10.9pp |
| TeslaTSLA | Bullish | Jun 21, 2025 | +29.2% | +3.4pp |
In their words
Meta→Commentary
“if you think about Meta's market cap is, uh, rough math, $1.7 trillion. If you're the CEO and you ultimately believe that maybe 50% of your market cap is at risk because of AI, $850 billion, why would you not spend maybe 4 or 5% of that”
E232· Jun 21, 2025
Apple→Commentary
“they're the opposite, right? They don't control... the silicon, they don't control the underlying models. Um, and so now they're back to maybe... the PC makers who didn't control the OS... I think it's way too early to count them out.”
E232· Jun 21, 2025
Intel→Commentary
“I think Intel really missed. It's a complete abdication of corporate governance at the board level and the CEO level.”
E212· Jan 25, 2025
Uranium→Commentary
“Why we buy uranium? I think you can speak to that better... we expect, and we think just the trend generally towards nuclear energy is going to continue... I think it will show to be a part of the AI kind of arms race, you know, over the”
E212· Jan 25, 2025
Constellation Energy→Commentary
“I don't know if you guys have been following this stock in the public market, guys, called Constellation Energy. Oh yeah, it's a really interesting idea. What's interesting of what Amazon and Microsoft is, they're actually signing deals”
E212· Jan 25, 2025