Spotify
Alphabet
Coinbase
Portillo’s
Virgin Galactic
On Holding
Airbnb
Disney
MGM Resorts
Crocs
Zillow
Matterport
Owlet
SoFi
Robinhood
Hims & Hers
Mobileye
Figs
Lyft & Uber
Joby
Duolingo
Bumble
Garmin
Thryv
Zeta Global
Aug 3, 2026
I'm buying 3 stocks this month.
Earnings season is in full swing.
Aug 2, 2026
The long-term thesis is still intact.
HIMS
Jul 31, 2026
Now, the FTC is coming after Hims & Hers?
Big Picture Concepts
Jul 30, 2026
Leopold Aschenbrenner's fund blew up today. We can all learn something.
GOOG
Jul 27, 2026
Is there a return on AI?
Jul 26, 2026
It was a good week, no matter what the market said.
Jul 24, 2026
The CEO leaving didn't help.
AMA
Jul 23, 2026
Join me at 10:00 a.m. Central.
Jul 20, 2026
Big buybacks could get these companies off the mat.
Jul 18, 2026
Can the spending keep going up?
UBER
Jul 17, 2026
A big announcement from Asymmetric Investing.