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
TransMedics
eVTOL Aircraft Economics
Autonomous Vehicles
AMA
Jul 9, 2026
Livestream in 1 hour.
Jul 6, 2026
Netflix has lost momentum, and here's an opportunity to get it back.
LYFT
+2
Jul 4, 2026
Waymo is taking the vertically integrated model.
Stock Buys
+1
Jul 1, 2026
I'm partially selling 1 stock and buying 4 stocks this month.
TMDX
A 10x opportunity in a high-value corner of healthcare.
Jun 29, 2026
Up the escalator, out the window.
ZETA
Jun 27, 2026
What if half of your advertising money wasn't wasted?
Big Picture Concepts
Jun 26, 2026
Both are profitable, but only one is sustainable.
Jun 22, 2026
Debt will fuel the next phase of the market, for better or worse.
DIS
+4
Jun 21, 2026
Reviewing Disney, Mobileye, Portillo's, Garmin, and Airbnb.
DUOL
+3
Jun 20, 2026
Reviewing Joby, Spotify, Owlet, Coinbase, and Duolingo.
MBLY
Jun 19, 2026
Mobileye is going to own robotaxis, which is a big risk.
