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michael kratsios

T2 · manager / operator

Michael Kratsios served as White House OSTP Director and Science Advisor to President Trump. He architected the American AI Action Plan, Genesis Mission for AI-driven science, and the Golden Age Report for revitalizing US scientific productivity.

13 calls·9 names·100% bull·last heard 7 days ago·Peter H. Diamandis
track record

no scored calls yet — needs a stated position or a categorical verdict, with a matured window vs SPY

top calls

highest conviction · one per company
1sthigh conviction
$BOOM-SUPERSONICBoom Supersonic

Kratsios: Boom proved Mach 1+ without sonic boom, prompting regulatory reform

Boom Supersonic demonstrated technology to fly supersonic over land without a sonic boom, leading the White House to replace the speed-limit ban with a noise-based standard via executive order.

Peter H. Diamandis2026-08→
2ndhigh conviction
$NVDANvidia

Kratsios: Nvidia chips are the foundation of US AI stack dominance

Nvidia's chips are the best in the world and form the irreplaceable hardware foundation of the American AI stack that the US government is actively packaging for global export; export controls on China have successfully throttled their ability to compete.

Peter H. Diamandis2026-08→
3rdhigh conviction
$GLWCorning

Corning receives largest order in history from Nvidia for AI chips

Corning's optical/glass manufacturing is critical bottleneck for AI chip production; Nvidia's record order indicates massive capacity expansion ahead.

Peter H. Diamandis2026-08→

most discussed · click a bar to filter

recurring themes

13 total
$GLW
···
Corning
MEDmichael kratsios·Peter H. Diamandis·7 days ago
Kratsios: Nvidia's order to Corning is largest in company history
Corning is a key supply-chain beneficiary of the AI build-out; Nvidia's upcoming chip order is the largest in Corning's history and will drive record production.
"Jensen was here and he was talking about kind of the supply chain that supports Nvidia. He said that the order that he's put into Corning for the chips that he's going to be build…"
12:22
$SPCX
···
SpaceX
MEDmichael kratsios·Peter H. Diamandis·7 days ago
Kratsios: SpaceX engineering data uploaded to Grok is a 'baller move' for AI-driven science
Elon Musk uploading SpaceX's engineering corpus to xAI's Grok model creates a unique proprietary dataset that could accelerate physics and materials discovery, a template for other national-lab data ingestion.
"Grock becomes especially now that Elon's you know uploaded all of SpaceX's engineering data which was a you know a baller move. Um we see an acceleration in the rate at which scie…"
67:00
$BOOM-SUPERSONIC
Boom Supersonic
HIGHmichael kratsios·Peter H. Diamandis·7 days ago
Kratsios: Boom proved Mach 1+ without sonic boom, prompting regulatory reform
Boom Supersonic demonstrated technology to fly supersonic over land without a sonic boom, leading the White House to replace the speed-limit ban with a noise-based standard via executive order.
"Boom Supersonic a company um showed that they're able to fly over Mach 1 without creating a sonic boom. So, our regulations, the way it stands, disincentivize them from ever tryin…"
34:26
$NVDA
···
Nvidia
HIGHmichael kratsios·Peter H. Diamandis·7 days ago
Kratsios: Nvidia chips are the foundation of US AI stack dominance
Nvidia's chips are the best in the world and form the irreplaceable hardware foundation of the American AI stack that the US government is actively packaging for global export; export controls on China have successfully throttled their ability to compete.
"We have the very best chips in companies like Nvidia and AMD and many other new entrance. We have the best models that we all know about. We have the best applications. Um and if…"
22:21
$ANTHROPIC
Anthropic
MEDmichael kratsios·Peter H. Diamandis·7 days ago
Kratsios: Anthropic revenue up 10x to $10B in seven months, fastest-growing company
Anthropic's explosive revenue growth (10x in ~7 months to ~$10B run-rate) exemplifies the unprecedented velocity of AI commercialization that argues for 10x scientific productivity targets.
"Anthropic revenue was at what is it 10? Was it 10 billion? It's up 10 and it's now at post seven. Exactly. Fastest growing company on the planet. Yeah, it did. It's unbelievable.…"
65:40
$OPENAI
OpenAI
MEDmichael kratsios·Peter H. Diamandis·7 days ago
Kratsios: OpenAI Foundation valuation near $1T; new GPT-6 model imminent
OpenAI's philanthropic arm is valued at nearly $1 trillion, and the company is about to release its next frontier model (GPT-6), underscoring the pace of private-sector AI advancement that government must harness.
"If you even just look at the at the the OpenAI Foundation itself, it's almost you trillion dollars in today's valuation. Um so to me I think we have an opportunity for for really…"
45:09
$LILA-SCIENCES
Lila Sciences
MEDmichael kratsios·Peter H. Diamandis·7 days ago
Kratsios: Lila Sciences building million-square-foot autonomous labs for federal use
Lila Sciences is constructing a massive autonomous laboratory facility; the administration wants to retrofit federal labs with similar closed-loop, AI-driven experimentation infrastructure.
"Lila Sciences is doing. They're building out a million square feet. uh you're looking at having this retrofit into the federal labs. We believe that we should be um building these…"
61:22
$ALPHA-SCHOOL
Alpha School
LOWmichael kratsios·Peter H. Diamandis·7 days ago
Kratsios: Alpha School's AI-first model (3-4 hrs AI academics, rest social) is a template for education reform
Alpha School demonstrates a working AI-native education model where students complete core academics in 3-4 hours via AI tutors, freeing time for social/physical development; the administration wants to open-source this approach.
"There's amazing opportunities for people on one extreme to be participating in things like alpha school where, you know, you do what is it 3 hours or 4 hours of AI in the morning…"
58:00
$AMD
···
Advanced Micro Devices
MEDmichael kratsios·Peter H. Diamandis·7 days ago
Kratsios names AMD alongside Nvidia as core of US chip leadership
AMD is explicitly grouped with Nvidia as providing the 'very best chips' that underpin the American AI stack the administration is exporting globally.
"We have the very best chips in companies like Nvidia and AMD and many other new entrance."
22:21
$GLW
···
Corning
HIGHmichael kratsios·Peter H. Diamandis·7 days ago
Corning receives largest order in history from Nvidia for AI chips
Corning's optical/glass manufacturing is critical bottleneck for AI chip production; Nvidia's record order indicates massive capacity expansion ahead.
"He said that the order that he's put into Corning for the chips that he's going to be building in the future is the largest sort of order in the history of Corning. And they're go…"
12:22