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
THRY
Jan 31, 2026
Powering small businesses in a digital age.
Jan 30, 2026
The speed of disruption matters.
HIMS
Jan 26, 2026
The long-term growth outlook is still intact.
MBLY
Jan 25, 2026
Why Intel's troubles impact Mobileye's stock.
HOOD
+1
Jan 24, 2026
The NYSE is the latest to take tokenization seriously.
LYFT
Jan 23, 2026
The winners are staring us in the face.
GRMN
Jan 19, 2026
Expanding Garmin's ecosystem of hardware with fitness content makes a lot of sense.
SPOT
Jan 18, 2026
Does Spotify still have asymmetric potential?
Jan 17, 2026
Long-Term > Short-Term
GOOG
Jan 16, 2026
I'm calling it now. Google has beaten OpenAI and ChatGPT.
Jan 11, 2026
The obvious answer is often the wrong one.
Jan 10, 2026
A multi-trillion dollar industry is going to be disrupted.
