Oct 30, 2025
The market has realized Google will (probably) dominate AI.
GOOG
Oct 25, 2025
What I'm looking for from earnings at the Top 5 holdings in the Asymmetric Portfolio.
SOFI
+4
Oct 24, 2025
OpenAI is trying things, hoping something sticks.
Oct 19, 2025
Netflix is tapping into Spotify's creator ecosystem.
SPOT
+1
Sep 15, 2025
The "ChatGPT Moment" happened in 2022 and this week we got the "Gemini Moment".
Sep 5, 2025
A positive court ruling gives investors another reason to be bullish on Alphabet stock.
Aug 31, 2025
The market thought Google was being disrupted and that narrative is proving incorrect.
Jul 25, 2025
The biggest winner in AI will be Google (Alphabet). That's becoming clear.
Jul 20, 2025
The earnings train begins this week.
Jul 13, 2025
Sundar Pichai is running the AI world.
JOBY
Jun 28, 2025
Alphabet is still the best AI stock today.
Jun 22, 2025
Have we figured out the form factor of the future?
May 29, 2025
Autonomy announcements are coming left and right, and this could be a turning point for the industry.
LYFT
May 8, 2025
Apple wants to replace Google search in Safari and the market thinks search's days are numbered.
Apr 26, 2025
The future of Google is artificial intelligence.
Mar 23, 2025
Alphabet's underappreciated subsidiary is scaling fast and building a lead over competitors.
+2
Feb 8, 2025
Alphabet's capex is going to be higher than expected in 2025 and that's thrown the market for a loop.
Feb 1, 2025
Progress is the word of the week.
UBER
+3
Dec 12, 2024
Google may be the only "no-brainer" stock pick in AI today.
Dec 7, 2024
Autonomous driving will be top of mind in 2025.
Autonomous Driving
Oct 19, 2024
I expect big growth from some of these tech stocks.
