Analyst · previewYou're seeing the public read on the All-In Summit 2025 cohort. Analyst unlocks per-speaker transcript receipts + drawdown timeline + the three-category framing pulled apart (investor pitch vs CEO own-book vs thematic). Trader adds custom methodology BYOB + cross-Summit aggregate vs SPY + the API for the full pitches dataset + alerts when a Summit pitch fires.Compare tiers →
All-In Summit · 2025 · 11-month progress check
Three questions. Three different answers.
Summit isn't Sohn. Less than a quarter of the on-stage market commentary is an independent investor pitch. The rest is CEOs talking up their own stocks, or thematic framings without a clean ticker. So we score the three categories separately — and let each one answer its own question.
— News on All-In Summit 2025 pitched tickers —live
Live from Alpaca / Benzinga. Bundled across the 13 tickers pitched at this year's Summit. Refreshes every 60 seconds.
No recent headlines for TSLA, BTC, ARKK, HOOD, NDAQ, ARM, INTC, AI, UBER, BABA, PLTR, SOL, GOOGL in the last 7 days.
A CEO pitching their own company at a $7,500-a-seat conference isn't an independent call — they have a fiduciary stake in the answer. But the besties' decision to invite that CEO might itself be a positive curation signal: they pick stage time for founders they think are winning. So we track these separately and ask the meta-question: do the besties' CEO picks beat SPY?
Curation signal: 2/7 beat SPY (28.6%), average -6.7pp vs SPY from conference open to today.
CEO · firmtickerreturnvs SPY
Rene HaasCEO ArmARM+120.3%+105.4pp
Elon MuskCEO Tesla/SpaceX/xAITSLA+23.0%+8.1pp
Adena FriedmanCEO NasdaqNDAQ-4.2%-19.1pp
Joe TsaiChair AlibabaBABA-7.9%-22.9pp
Alex KarpCEO PalantirPLTR-12.3%-27.2pp
Dara KhosrowshahiCEO UberUBER-23.9%-38.8pp
Vlad TenevCEO RobinhoodHOOD-37.2%-52.1pp
Section 3
Themes the Summit signal-boosted
8 thematic frames (no clean single ticker)
These are the panel-level “AI is huge” / “fusion in 5 years” / “healthcare AI is underpriced” arguments that don't map cleanly to a single ETF. We surface them as commentary — what got the room nodding — without trying to force them into a portfolio event.
Cathie WoodARK InvestHealthcare AI (basket: IDXX/TEM/RXRX/MDT)source ↗