Spotify
Alphabet
Coinbase
Portillo’s
Virgin Galactic
On Holding
Airbnb
Disney
MGM Resorts
Crocs
Zillow
Matterport
Celsius
Owlet
SoFi
Robinhood
Hims & Hers
Mobileye
Figs
Lyft & Uber
Joby
Garmin
Special Situations
+1
EV sales are down, FSD is falling behind, and Optimus is a mess, so why is Tesla worth $1.4 trillion?
Jan 9, 2026
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