The All-Index
000660.KS▲ 390.9%PLTR▲ 254.2%DELL▲ 180.4%HOOD▲ 165.6%TSLA▲ 122.5%GOOGL▲ 92.4%AVGO▲ 90.8%WMT▲ 64.9%PANW▲ 65.3%NVDA▲ 41.7%BE▲ 19.7%LLY▲ 32.9%BABA▲ 31.5%AAPL▲ 8.9%NYT▲ 10.3%AMZN▲ 12.9%SIEGY▲ 0.9%EA▲ 1.2%CRM▼ 6.8%RACE▼ 4.1%META▼ 6.5%ORCL▼ 18.0%MSFT▼ 26.0%LNG▼ 18.9%U▼ 29.6%MP▼ 29.7%CRCL▼ 0.7%ADYEN▼ 37.6%COIN▼ 50.7%000660.KS▲ 390.9%PLTR▲ 254.2%DELL▲ 180.4%HOOD▲ 165.6%TSLA▲ 122.5%GOOGL▲ 92.4%AVGO▲ 90.8%WMT▲ 64.9%PANW▲ 65.3%NVDA▲ 41.7%BE▲ 19.7%LLY▲ 32.9%BABA▲ 31.5%AAPL▲ 8.9%NYT▲ 10.3%AMZN▲ 12.9%SIEGY▲ 0.9%EA▲ 1.2%CRM▼ 6.8%RACE▼ 4.1%META▼ 6.5%ORCL▼ 18.0%MSFT▼ 26.0%LNG▼ 18.9%U▼ 29.6%MP▼ 29.7%CRCL▼ 0.7%ADYEN▼ 37.6%COIN▼ 50.7%
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J

Jason Calacanis

4️⃣

Angel investor, host of This Week in Startups. Frequently moderates.

-6.0%
vs S&P +15.9% · 4 public calls

The Jason portfolio

iHow this portfolio is scored
$1,000 per name, in the market only while their position calls said in — entered on a clear buy, exited on a clear out, re-entries included — vs the S&P held over the identical windows. Commentary and criticism never trade. Click any ▲/▼ marker for the call behind it.
0%+23.6%NFLX ▲NFLX — entered Jan 25, 2025 · click for the takeUBER ▲UBER — entered May 2, 2025 · click for the takeGOOGL ▲GOOGL — entered Nov 22, 2025 · click for the takeAAPL ▲AAPL — entered May 15, 2026 · click for the take-6.0%+15.9%Jan 27, 2025Jun 11, 2026JasonS&P (SPY)
CallReturnAlpha
Google GOOGL+11.9%+1.6pp
Apple AAPL-1.7%-1.5pp
Netflix NFLX-16.1%-39.2pp
Uber UBER-18.2%-48.3pp

Signature takes

Google →Bullish
“Search revenue is surging and they're also surging. So they figured out a way to balance those two competing forces, having search results that are AI-enabled and still getting people to click on links. They've done it brilliantly,”
E271· May 1, 2026
SpaceX →Bullish
“I predict that this is going to move SpaceX, xAI, and Cursor to the front of the coding leaderboard within 12 months. That's my prediction.”
E270· Apr 24, 2026
Cursor →Bullish
“Cursor's run rate, $2 billion at the end of February. This is a money printing machine. They expect to end 2026 with a $6 billion run rate... this is peanut butter and chocolate if you put these two together.”
E270· Apr 24, 2026
The rest of the table:ChamathChamathSacksSacksFriedbergFriedberg