@GerberKawasaki GerberKawasaki
Named RIA founder reasoning in public on mega-cap tech, EVs, and macro
Ross Gerber, founder of RIA Gerber Kawasaki, posts running c
Grade = how their written analysis reads (A best). Trader score = how their last-20 timestamped calls performed vs SPY. · Analyst brief as of 2026-06-22.
Across their last 20 scored bets: 45% hit rate, +0.13% mean alpha, trader score +0.12. Their last-14d mentions, direction-adjusted, have moved -4.3% since posting (mean over 34 mentions with price data).
GerberKawasaki is most constructive on SpaceX-linked exposure, Glass House cannabis, international ETFs, Micron, Disney, and Nvidia. Their distinctive read is that SpaceX/Starlink could become the more compelling AI-device and autonomy-adjacent story, while Tesla and Apple face execution or competitive pressure. Late-week attention shifted toward SpaceX versus Apple, Waymo versus Tesla, and Disney’s content leverage, with no explicit position flip disclosed.
No explicit trade initiation, exit, or flip appears in the supplied signals. Conviction is concentrated in international ETF exposure, SpaceX-linked SPCX enthusiasm, GLASF/GLAS cannabis upside, and MU as a top holding, while bearish pressure is focused on SNAP and TSLA versus Waymo. Concentration risk is highest in GLASF, where repeated bullish cannabis-rescheduling posts dominate that theme.
| date (PT) | ticker | author | sent | what they said | since then | receipt |
|---|---|---|---|---|---|---|
| 2026-07-02 | TSLA | @GerberKawasaki | -0.60 | Says Tesla sales reaction was negative and cites gas prices, weak model lineup, Cybertruck, and FSD issues. | — | tweet ↗ |
| 2026-07-02 | NFLX | @GerberKawasaki | +0.50 | Calls Netflix way cheap and notes Micron under $1000 without trade mechanics. | — | tweet ↗ |
| 2026-07-02 | MU | @GerberKawasaki | +0.35 | Calls Netflix way cheap and notes Micron under $1000 without trade mechanics. | — | tweet ↗ |
| 2026-07-02 | · | @GerberKawasaki | · | Claims over 1 million people lost money on Trump crypto rug pull. | · | tweet ↗ |
| 2026-07-02 | TSLA | @GerberKawasaki | -0.45 | Says Tesla FSD remains Level 2 and Tesla has not solved autonomy while Waymo mostly has. | — | tweet ↗ |
| 2026-07-02 | TSLA | @GerberKawasaki | +0.20 | Discloses the firm remains long Tesla, though not in author's fund. | — | tweet ↗ |
| 2026-07-02 | TSLA | @GerberKawasaki | +0.35 | Says Tesla delivers, a positive reaction to delivery news. | — | tweet ↗ |
| 2026-07-01 | META | @GerberKawasaki | -0.70 | Author says Meta is surrendering AI battle and llama is dead. | -4.9% | tweet ↗ |
| 2026-07-01 | MU | @GerberKawasaki | +0.55 | Author frames Micron's decline as a gift, implying bullish view on weakness. | -5.5% | tweet ↗ |
| 2026-07-01 | · | @GerberKawasaki | · | Author says Bitcoin went down and is not going anywhere, calling it a grift. | · | tweet ↗ |
| 2026-06-30 | GLAS | @GerberKawasaki | +0.45 | Glass House uplists to NYSE, opening cannabis exposure to American investors. | · | tweet ↗ |
| 2026-06-29 | SPCX | @GerberKawasaki | +0.25 | Positive space-race commentary for communications and data names. | · | tweet ↗ |
| 2026-06-29 | RKLB | @GerberKawasaki | +0.25 | Positive space-race commentary for communications and data names. | +2.5% | tweet ↗ |
| 2026-06-29 | MSTR | @GerberKawasaki | -0.55 | Mocks Strategy's Bitcoin strategy as selling low in desperation and questions whether Saylor's gig is up. | +8.7% | tweet ↗ |
| 2026-06-29 | CMCSA | @GerberKawasaki | +0.45 | Says Comcast split is liked by market and Disney should follow because assets worth more apart. | -1.8% | tweet ↗ |
Grade is our human read-worthiness rating; trader score is a rolling 20-bet hit-rate/alpha composite — different things, often disagreeing. “Since then” is direction-unaware in the table; the summary line above adjusts for which way they leaned.