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
+1
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.
Jan 1, 2026
The Asymmetric Portfolio's return was 34.5% in 2025, beating the S&P 500's 16.4% return.
Dec 22, 2025
I'll be back before you know it.
COIN
Dec 21, 2025
Coinbase is becoming much more than a trading company.
HOOD
Dec 19, 2025
I talked with Robinhood's head of product about the company's vision, new AI features, and how prediction markets mix with investing.
