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Archive

SoFi & Robinhood Earnings


Aug 2, 2026

The long-term thesis is still intact.

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HIMS

Big Pharma Is Terrified of Hims & Hers


Jul 31, 2026

Now, the FTC is coming after Hims & Hers?

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Big Picture Concepts

Buying Dips, Catching Knives & Blowing Up


Jul 30, 2026

Leopold Aschenbrenner's fund blew up today. We can all learn something.

GOOG

What Does Alphabet's Plunging Stock Tell Us?


Jul 27, 2026

Is there a return on AI?

HIMS

Hims & Hers Stock: Buy the Rumor, Sell the News


Jul 26, 2026

It was a good week, no matter what the market said.

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Mobileye's Earnings Beat & Falling Stock


Jul 24, 2026

The CEO leaving didn't help.

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AMA

July 2026 AMA in 1 Hour


Jul 23, 2026

Join me at 10:00 a.m. Central.

The Rocket Fuel These Stocks Need


Jul 20, 2026

Big buybacks could get these companies off the mat.

GOOG

Alphabet's Upcoming Earnings & The Elephant In the Room


Jul 18, 2026

Can the spending keep going up?

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UBER

Community Is Here & Uber's Global Play


Jul 17, 2026

A big announcement from Asymmetric Investing.

Beginning Of the End For OpenAI?


Jul 13, 2026

The product is wrong, the strategy is off, and now Apple is suing.

JOBY

5 Questions For Joby Aviation


Jul 11, 2026

Joby should start answering these big questions.

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Investment research covering stocks with asymmetric return potential of 10x (or more) over the next decade. Start here and find out what I'm buying each month on Asymmetric Investing.

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