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LYFTMGMBlockchainZAutonomous DrivingStock BuysAsymmetric PortfolioSOFICROXUBERVideoSPOTDISGMSPCEFIGSDBXHIMSOWLTArtificial IntelligenceHOODPTLOABNBJOBYGOOGMBLYCOINBig Picture ConceptsCELHONONTSLAPTON
TSLATSLA
EVs, the End of Subsidies, and Harsh Realities of the Market
May 26, 2025

EVs, the End of Subsidies, and Harsh Realities of the Market

A cautionary tale for the EV market.

Travis Hoium
Travis Hoium
TSLATSLA
Tesla Short Position Post Mortem
Apr 14, 2025
Premium

Tesla Short Position Post Mortem

Not everything about this position went as planned.

Travis Hoium
Travis Hoium
TSLATSLA
Closing Tesla Short Position
Apr 07, 2025
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Closing Tesla Short Position

I'm taking a 260% gain in a little over 2 months.

Travis Hoium
Travis Hoium
LYFTLYFT
+3+3
Autonomous Driving Business Models: Tesla vs Mobileye
Mar 29, 2025
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Autonomous Driving Business Models: Tesla vs Mobileye

The right business model is a critical differentiator in autonomy.

Travis Hoium
Travis Hoium
GOOGGOOG
+2+2
Has Waymo Already Won Autonomous Driving?
Mar 23, 2025

Has Waymo Already Won Autonomous Driving?

Alphabet's underappreciated subsidiary is scaling fast and building a lead over competitors.

Travis Hoium
Travis Hoium
FIGSFIGS
+2+2
Update: Owlet, Figs, and Tesla
Mar 07, 2025
Premium

Update: Owlet, Figs, and Tesla

The latest on some Asymmetric Universe stocks that need some love.

Travis Hoium
Travis Hoium
UBERUBER
+3+3
Autonomous Driving Fits and Starts
Feb 02, 2025

Autonomous Driving Fits and Starts

Progress is the word of the week.

Travis Hoium
Travis Hoium
Investment research covering stocks with asymmetric return potential of 10x (or more) over the next decade. Start here and find out what I'm buying each month on Asymmetric Investing.

Asymmetric Investing

Investment research covering stocks with asymmetric return potential of 10x (or more) over the next decade. Start here and find out what I'm buying each month on Asymmetric Investing.

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