TickerTain
$SPCX····$NVDA····$MSFT····$GOOGL····$ANTHROPIC·$TSLA····$CRWV····$NBIS····$HIMS····$TSM····$ASML····$FIGURE·$LYFT····$UBER····$SNOW····$META····$ELEVENLABS·$CURSOR·$COGNITION·$OPENAI·$AAPL····$RKLB····$XAI·$AMZN····$AMD····$000660.KS····$INTC····
←

$MGM

MGM Resorts International
···
sign in to save
sentiment mix
bull 100%bear 0%neu 0%

Price chart

TradingView

signal summary

latest high-conviction thesis
Gavin Baker ranks MGM as the best risk-reward pitch thanks to capped downside and Japan/Dubai optionality▾

Gavin Baker says MGM offers the best pure risk-reward among the live pitches because downside is protected by the Barry Diller bid while Japan, Dubai and entertainment monetization create upside.

gavin bakerT1All-In Podcast2026-06-12
confidence 88 / 100impact High
key themes
  • AI Bubble / Capex Debate29%
  • AI Applications29%
  • Public Markets & Valuation29%
  • Autonomous Vehicles29%
  • Market Valuation / Recession Risk14%
bull thesis · 12
bull score92 / 100
bear thesis · 0
  • — none —
bear score—