LYFT
+1
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.
HIMS
Jan 10, 2026
A multi-trillion dollar industry is going to be disrupted.
Special Situations
Jan 9, 2026
EV sales are down, FSD is falling behind, and Optimus is a mess, so why is Tesla worth $1.4 trillion?
MBLY
Jan 8, 2026
A big autonomy win has pushed Mobileye higher, but an acquisition added questions about management's priorities.
AMA
Jan 6, 2026
Let's talk about 2025 and what I see coming in 2026.
Big Picture Concepts
Jan 4, 2026
OpenAI will collapse, stablecoins have their day, and more!
Asymmetric Portfolio
Jan 2, 2026
I'm buying 4 stocks this month.
