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
MBLY
Apr 25, 2025
"Thousands" of Mobileye-powered robotaxis could be on the road in the next two years.
Apr 24, 2025
So, play a different game.
Apr 20, 2025
I wonder if tariffs will be discussed?
LYFT
Apr 18, 2025
Lyft is setting the foundation for an autonomous future in Europe.
Apr 17, 2025
A decoupling from China could have a massive impact on technology firms.
TSLA
Apr 14, 2025
Not everything about this position went as planned.
Apr 13, 2025
The market is changing, but let's give the changes some perspective.
Z
Apr 11, 2025
Zillow remains a 100x opportunity because of its ability to dominate housing discovery and transactions long-term.
Apr 10, 2025
Uncertainty is high, but so is American resilience.
Special Situations
+1
Apr 7, 2025
I'm taking a 260% gain in a little over 2 months.
Big Picture Concepts
Apr 6, 2025
History says this market drop could last for years. Here's what I'm doing about it.
Stock Buys
Apr 1, 2025
I'm buying 5 stocks in April.
