Archive

SOFI

SoFi Stock Drops, Why I'm Not Panicking

Jan 29, 2025

The stock is down, but the business is hitting on all cylinders.

Artificial Intelligence

Big Tech's Ticking Time Bomb

Jan 26, 2025

Tens of billions of dollars are being invested in GPUs, but are costs being realized appropriately?

SOFI

SoFi Earnings: The Big Question

Jan 25, 2025

Is this a bank or a tech company?

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Big Picture Concepts

AI's Napster Moment

Jan 23, 2025

DeepSeek may be the Napster of AI.

Special Situations

Special Situation: I'm Shorting Tesla

Jan 22, 2025

Hear me out.

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Is This Peak Absurdity?

Jan 19, 2025

A new meme coin that could have been launched in a few hours is worth more than public companies that took years to build. And it came from the next President of the United States.

5 Things to Watch This Earnings Season

Jan 18, 2025

Here's what I have my eye on as earnings swing into high gear.

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PTLO

Livestream at 10 ET Today + How Portillo's Caught Fire

Jan 17, 2025

Join me live on YouTube and Twitter.

Big Picture Concepts

10x Stocks: Valuation, Buybacks, and Massive Gains

Jan 16, 2025

Value stocks can generate 10x returns too.

Disney's Fubo Deal & the Start of M&A Madness

Jan 12, 2025

Expect an explosion of deals in 2025.

MBLY

Mobileye Is Taking On Waymo & Tesla

Jan 11, 2025

This week, Mobileye laid out how it will get millions of fully autonomous vehicles on the road.

HIMS

Hims & Hers: From GLP-1s to Menopause

Jan 10, 2025

The platform is being built in front of our eyes.

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