The tape
Individual public calls, newest first, with a blended score per ticker.
Tickers · blended score
| META | +10 | 2 | 2026-09-21 |
| AMZN | +6.7 | 3 | 2026-06-15 |
| TTWO | 0 | 2 | 2026-10-15 |
| SpaceX | 0 | 2 | 2026-08-12 |
| TSLA | -7.5 | 2 | 2026-08-01 |
| CRWV | -8.7 | 4 | 2026-10-16 |
| AAOI | -10 | 2 | 2026-07-08 |
Unweighted mean of each distinct investor’s latest call. Method.
Individual calls
25 calls
| Date | Investor | Instrument | Claim (verbatim) | Horizon | Score | Source |
|---|---|---|---|---|---|---|
| 2026-10-16 | Jim Chanos @RealJimChanos | CRWV | “@OxfordAnalytics @RandolphDuke7 And yet…the $CRWV 4Q 2026 revenue estimate is up a whopping 3% since the middle of the 2Q. Despite rapidly rising GPU rental rates. Maybe ask yourself why that is.” | — | -10 | Tweet ↗ |
| 2026-10-16 | Michael Burry @michaeljburry | CRWV | “Dumb da dumb dumb da. The CoreWeave selloff shows a pressure point from climbing borrowing costs” | — | -5 | Tweet ↗ |
| 2026-10-15 | Harris Kupperman @hkuppy | CRWV | “I’m sure that $CRWV is money good on funding its gazillions of chip purchase orders, as long as someone funds $CRWV…🤭🤭” | — | -10 | Tweet ↗ |
| 2026-10-15 | George Hadjia @GHadjia | TTWO | “Have been watching the GTA VI launch trailer on repeat today. Genuinely think it's going to blow us all away more than we can fathom. $TTWO” | — | +5 | Tweet ↗ |
| 2026-10-15 | Casino Capital @CasinoCapital | TTWO | “Ubisoft was flying high in 2018, with big game franchise releases like Assassin's Creed and Far Cry...stock down 95% since No way it could happen to $TTWO after GTA6 tho right?” | — | -5 | Tweet ↗ |
| 2026-10-15 | Kerrisdale Capital @KerrisdaleCap | CRWV | “A year ago, we argued $CRWV failed finance’s most basic test: returns below its cost of capital. With shares halved and bonds yielding ~15%, the market is realizing the math doesn’t math” | — | -10 | Tweet ↗ |
| 2026-10-14 | Jim Chanos @RealJimChanos | CRWV | “@TheStalwart Yet the insiders keep selling, including filings this week. $CRWV” | — | -10 earlier call · not in blend | Tweet ↗ |
| 2026-09-21 | Bucco Capital @buccocapital | META | “While I am bullish Meta and Muse, I think many people are overlooking the digital knife fight that’s about to occur” | — | +10 | Tweet ↗ |
| 2026-08-27 | Bucco Capital @buccocapital | META | “Bought some META today. Just to feel something. Already want to vomit. Definitely not investment advice” | — | +20 earlier call · not in blend | Tweet ↗ |
| 2026-08-14 | Jim Chanos @RealJimChanos | CRWV | “The neocloud moats are both dug and filled by $NVDA ... The neoclouds are financial conduits, not technology companies.” | — | -10 earlier call · not in blend | Tweet ↗ |
| 2026-08-14 | Jim Chanos @RealJimChanos | CRWV | “The neoclouds are financial conduits, not technology companies; neocloud moats are both dug and filled by NVDA.” | — | -10 earlier call · not in blend | Source ↗ |
| 2026-08-12 | SemiAnalysis @SemiAnalysis_ | SpaceX | “Sounds impossible, but we believe it. We see SpaceX on track for ~10GW by year-end 2027, and a path to $300B ARR.” | YE 2027 | +20 | Tweet ↗ |
| 2026-08-12 | Jim Chanos @RealJimChanos | CRWV | “And of course, $CRWV 2027-28 Adjusted EPS estimates DROPPED after the print, particularly 2028. Stock now at 90x Adjusted 2028 EPS.” | 2027-28 | -10 earlier call · not in blend | Tweet ↗ |
| 2026-08-01 | Jim Chanos @RealJimChanos | TSLA | “Now that FSD is proving to be less than a $2B annual business ... Optimus has been pushed out(again) ... The NeverEnding Story. $TSLA” | — | -10 | Tweet ↗ |
| 2026-07-08 | Citrini @citrini | AAOI | “Still not really that interesting. Maybe at 80.” | $80 | 0 | Tweet ↗ |
| 2026-06-15 | Bill Ackman @BillAckman | META | “PSUS has deployed nearly 85% of its capital in 12 companies including Amazon, Microsoft, UBER, Meta, Brookfield, Restaurant Brands, Fannie Mae and Freddie Mac at prices we believe to be extremely attractive.” | — | +10 | Tweet ↗ |
| 2026-06-15 | Bill Ackman @BillAckman | AMZN | “PSUS has deployed nearly 85% of its capital in 12 companies including Amazon, Microsoft, UBER, Meta, Brookfield, Restaurant Brands, Fannie Mae and Freddie Mac at prices we believe to be extremely attractive.” | — | +10 | Tweet ↗ |
| 2026-06-10 | Jim Chanos @RealJimChanos | SpaceX | “Called SpaceX a hopes and dreams IPO; Starlink might support a couple hundred billion dollars; rest is Mars/orbit narrative; ~90x revenues.” | — | -20 | Source ↗ |
| 2026-06-10 | Jim Chanos @RealJimChanos | TSLA | “If it was trading as a car company, it would be at $30 to $40 a share, not $400.” | — | -20 earlier call · not in blend | Source ↗ |
| 2026-04-24 | Citron Research @CitronResearch | AMZN | “$AMZN … yes still long and added this morning. World Dominance! … AMZN is the cheapest way to own the ASIC trade.” | — | +10 | Tweet ↗ |
| 2026-04-10 | Citron Research @CitronResearch | AAOI | “Citron Short $AAOI- The anti-$LITE … This stock should trade back to $85 once the roulette wheel stops spinning” | back to $85 | -20 | Tweet ↗ |
| 2026-04-09 | Citron Research @CitronResearch | AMZN | “Too Compelling Not to Comment. $AMZN $300 … Famp;@ $WMT. $AMZN. $300.” | $300 | +20 earlier call · not in blend | Tweet ↗ |
| 2026-02-06 | Bucco Capital @buccocapital | AMZN | “Owning $AMZN is like being in an abusive relationship I can’t figure out whether to buy more or sell it completely and walk away” | — | 0 | Tweet ↗ |
| 2025-11-09 | Whitney Tilson @WhitneyTilson | TSLA | “I think it's a reasonably fair deal. But I don't think he gets any of it – tthough he will crank up the puffery to the max to try…” | — | -5 | Tweet ↗ |
| 2025-09-15 | Kerrisdale Capital @KerrisdaleCap | CRWV | “We are short shares of CoreWeave… We see fair value at $10, 90% downside.” | — | -20 earlier call · not in blend | Source ↗ |