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The Diary Of A CEO

The Diary Of A CEO

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Thesis calls
91
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Past bets that played out

These are the clearest thesis calls with observable outcomes, linked back to the original videos.

JETSopen

Geopolitical risk narrative: interview claims the Iran conflict’s “deadliest phase” is still ahead, including possible mass-casualty terror attacks, escalation to broader regional war, and disruption around the Strait of Hormuz (implied material impact on global oil flows). Actionable mostly via macro/sector hedges (energy, defense, shipping, airlines, cyber) rather than single-name fundamentals.

Mentioned: Jul 23, 2026, 3:00 AM EDTConviction: 53 / 100
Source: URGENT UPDATE - Iran War Expert: A Mass Casualty Attack Is Coming! | Robert Pape
CIBRopen

Geopolitical risk narrative: interview claims the Iran conflict’s “deadliest phase” is still ahead, including possible mass-casualty terror attacks, escalation to broader regional war, and disruption around the Strait of Hormuz (implied material impact on global oil flows). Actionable mostly via macro/sector hedges (energy, defense, shipping, airlines, cyber) rather than single-name fundamentals.

Mentioned: Jul 23, 2026, 3:00 AM EDTConviction: 52 / 100
Source: URGENT UPDATE - Iran War Expert: A Mass Casualty Attack Is Coming! | Robert Pape
RTXopen

Geopolitical risk narrative: interview claims the Iran conflict’s “deadliest phase” is still ahead, including possible mass-casualty terror attacks, escalation to broader regional war, and disruption around the Strait of Hormuz (implied material impact on global oil flows). Actionable mostly via macro/sector hedges (energy, defense, shipping, airlines, cyber) rather than single-name fundamentals.

Mentioned: Jul 23, 2026, 3:00 AM EDTConviction: 55 / 100
Source: URGENT UPDATE - Iran War Expert: A Mass Casualty Attack Is Coming! | Robert Pape

Latest videos and market context

Recent source posts from this author. Create an account to inspect the complete persisted research trail.

WILL AI LEAD US TO EXTINCTION?

Sep 17, 2026, 4:00 PM EDT

AI Emergency: The AI Labs Are Lying To Everyone, He Says 99% Chance Of Extinction | Roman Yampolskiy

Sep 17, 2026, 3:00 AM EDT

THREE PREDICTIONS THAT WILL SHAKE THE WORLD

Sep 15, 2026, 12:15 PM EDT

"THE WORLD IS COLLAPSING!"

Sep 14, 2026, 11:15 AM EDT

Proof-backed call history

These are recent thesis calls tied to original source content where available.

JETSopen

Geopolitical risk narrative: interview claims the Iran conflict’s “deadliest phase” is still ahead, including possible mass-casualty terror attacks, escalation to broader regional war, and disruption around the Strait of Hormuz (implied material impact on global oil flows). Actionable mostly via macro/sector hedges (energy, defense, shipping, airlines, cyber) rather than single-name fundamentals.

Mentioned: Jul 23, 2026, 3:00 AM EDTConviction: 53 / 100
Source: URGENT UPDATE - Iran War Expert: A Mass Casualty Attack Is Coming! | Robert Pape
CIBRopen

Geopolitical risk narrative: interview claims the Iran conflict’s “deadliest phase” is still ahead, including possible mass-casualty terror attacks, escalation to broader regional war, and disruption around the Strait of Hormuz (implied material impact on global oil flows). Actionable mostly via macro/sector hedges (energy, defense, shipping, airlines, cyber) rather than single-name fundamentals.

Mentioned: Jul 23, 2026, 3:00 AM EDTConviction: 52 / 100
Source: URGENT UPDATE - Iran War Expert: A Mass Casualty Attack Is Coming! | Robert Pape
RTXopen

Geopolitical risk narrative: interview claims the Iran conflict’s “deadliest phase” is still ahead, including possible mass-casualty terror attacks, escalation to broader regional war, and disruption around the Strait of Hormuz (implied material impact on global oil flows). Actionable mostly via macro/sector hedges (energy, defense, shipping, airlines, cyber) rather than single-name fundamentals.

Mentioned: Jul 23, 2026, 3:00 AM EDTConviction: 55 / 100
Source: URGENT UPDATE - Iran War Expert: A Mass Casualty Attack Is Coming! | Robert Pape
LMTopen

Geopolitical risk narrative: interview claims the Iran conflict’s “deadliest phase” is still ahead, including possible mass-casualty terror attacks, escalation to broader regional war, and disruption around the Strait of Hormuz (implied material impact on global oil flows). Actionable mostly via macro/sector hedges (energy, defense, shipping, airlines, cyber) rather than single-name fundamentals.

Mentioned: Jul 23, 2026, 3:00 AM EDTConviction: 54 / 100
Source: URGENT UPDATE - Iran War Expert: A Mass Casualty Attack Is Coming! | Robert Pape
ITAopen

Geopolitical risk narrative: interview claims the Iran conflict’s “deadliest phase” is still ahead, including possible mass-casualty terror attacks, escalation to broader regional war, and disruption around the Strait of Hormuz (implied material impact on global oil flows). Actionable mostly via macro/sector hedges (energy, defense, shipping, airlines, cyber) rather than single-name fundamentals.

Mentioned: Jul 23, 2026, 3:00 AM EDTConviction: 55 / 100
Source: URGENT UPDATE - Iran War Expert: A Mass Casualty Attack Is Coming! | Robert Pape
XLEopen

Geopolitical risk narrative: interview claims the Iran conflict’s “deadliest phase” is still ahead, including possible mass-casualty terror attacks, escalation to broader regional war, and disruption around the Strait of Hormuz (implied material impact on global oil flows). Actionable mostly via macro/sector hedges (energy, defense, shipping, airlines, cyber) rather than single-name fundamentals.

Mentioned: Jul 23, 2026, 3:00 AM EDTConviction: 58 / 100
Source: URGENT UPDATE - Iran War Expert: A Mass Casualty Attack Is Coming! | Robert Pape
USOopen

Geopolitical risk narrative: interview claims the Iran conflict’s “deadliest phase” is still ahead, including possible mass-casualty terror attacks, escalation to broader regional war, and disruption around the Strait of Hormuz (implied material impact on global oil flows). Actionable mostly via macro/sector hedges (energy, defense, shipping, airlines, cyber) rather than single-name fundamentals.

Mentioned: Jul 23, 2026, 3:00 AM EDTConviction: 56 / 100
Source: URGENT UPDATE - Iran War Expert: A Mass Casualty Attack Is Coming! | Robert Pape
DEOopen

Cancer Scientist: This Common Daily Diet May Be Feeding Cancer! hell of a lot longer. We have given hope DEO, and I will not let you down. Please determine how long you will live on the years. Elephants live, you know, as long allows ATP uh to come out of this little >> and ATP is the energy currency. process and it spits out ATP as the producing ATP which then drives the and then they that creates rust RO and that's what carcinogens do ROS. These where the KB cycle, the TCA cycle, which starts

Mentioned: Jul 16, 2026, 3:00 AM EDTConviction: 60 / 100
Source: Cancer Scientist: This Common Daily Diet May Be Feeding Cancer!
OPENAIopen

...it's it's open AAI and anthropic is these problems know World War II geopolitical conflict. puts us at increased risk of crisis more many cars Tesla will be selling 5 years with AGI. Even back then, they were this >> And why are you no longer at OpenAI? once we started getting to AIS that like the median position or something PR department and things like that and to build AGI." The company grew a lot. of money and then also a bunch of stock back your your stock if you don't sign AIS, they're

Mentioned: Jul 13, 2026, 3:00 AM EDTConviction: 100 / 100
Source: He Risked Everything To Warn You: No One Is Ready For What's Coming, And The AI Companies Know It!
ANTHROPICopen

...It's not going to take that long. You need to shorten them again. get them longer, like maybe 10 years or something lots of reason like current AIS for controls the AIS, right? When there's a countries. The AIS themselves it's it's open AAI and anthropic is these problems know World War II geopolitical conflict. puts us at increased risk of crisis more many cars Tesla will be selling 5 years with AGI. Even back then, they were this >> And why are you no longer at OpenAI? once we started getti

Mentioned: Jul 13, 2026, 3:00 AM EDTConviction: 100 / 100
Source: He Risked Everything To Warn You: No One Is Ready For What's Coming, And The AI Companies Know It!
TSLAopen

Fragmented transcript-style content alleging AGI timelines are shorter than expected and that leading AI labs (OpenAI/Anthropic) “know” major risks are coming; includes vague geopolitical/WWII analogy and an offhand mention of Tesla sales in ~5 years. Little in the way of concrete, time-bound catalysts, financial metrics, or verifiable news.

Mentioned: Jul 13, 2026, 3:00 AM EDTConviction: 38 / 100
Source: He Risked Everything To Warn You: No One Is Ready For What's Coming, And The AI Companies Know It!
GOOGLopen

Fragmented transcript-style content alleging AGI timelines are shorter than expected and that leading AI labs (OpenAI/Anthropic) “know” major risks are coming; includes vague geopolitical/WWII analogy and an offhand mention of Tesla sales in ~5 years. Little in the way of concrete, time-bound catalysts, financial metrics, or verifiable news.

Mentioned: Jul 13, 2026, 3:00 AM EDTConviction: 45 / 100
Source: He Risked Everything To Warn You: No One Is Ready For What's Coming, And The AI Companies Know It!

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