HIMS
Jan 26, 2026
The long-term growth outlook is still intact.
MBLY
Jan 25, 2026
Why Intel's troubles impact Mobileye's stock.
HOOD
+1
Jan 24, 2026
The NYSE is the latest to take tokenization seriously.
LYFT
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.
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?
Jan 8, 2026
A big autonomy win has pushed Mobileye higher, but an acquisition added questions about management's priorities.
