GOOG

Feb 8, 2026

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A Quick Earnings Roundup

Catching up on earnings season.

MGM

Jan 16, 2026

It's Over!

I'm calling it now. Google has beaten OpenAI and ChatGPT.

GOOG

Why Robinhood Stock Is Down & Alphabet's Surprising Payday

Dec 13, 2025

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Why Robinhood Stock Is Down & Alphabet's Surprising Payday

Robinhood's November numbers looked bad, and Alphabet may be the big winner of SpaceX's IPO.

HOOD

Oct 30, 2025

Google: The AI King

The market has realized Google will (probably) dominate AI.

GOOG

Earnings Preview: Robinhood, Spotify, Hims & Hers, Alphabet, and SoFi

Oct 25, 2025

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Earnings Preview: Robinhood, Spotify, Hims & Hers, Alphabet, and SoFi

What I'm looking for from earnings at the Top 5 holdings in the Asymmetric Portfolio.

SOFI

Oct 24, 2025

OpenAI's Spaghetti Strategy & Alphabet's Hidden Value

OpenAI is trying things, hoping something sticks.

GOOG

Spotify and Netflix Take On YouTube's Domination

Oct 19, 2025

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Spotify and Netflix Take On YouTube's Domination

Netflix is tapping into Spotify's creator ecosystem.

SPOT

Sep 15, 2025

The Gemini Moment

The "ChatGPT Moment" happened in 2022 and this week we got the "Gemini Moment".

GOOG

Sep 5, 2025

Google's Massive Win & the Patience Payoff

A positive court ruling gives investors another reason to be bullish on Alphabet stock.

GOOG

Aug 31, 2025

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Google and the Narrative Shift

The market thought Google was being disrupted and that narrative is proving incorrect.

GOOG

Jul 25, 2025

Google Flexes Its AI Muscles

The biggest winner in AI will be Google (Alphabet). That's becoming clear.

GOOG

Jul 20, 2025

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Earnings Preview: Alphabet and Mobileye

The earnings train begins this week.

GOOG

Jul 13, 2025

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"I'm the Captain Now"

Sundar Pichai is running the AI world.

JOBY

Jun 28, 2025

Google's AI Momentum and AI's Sustaining Innovation

Alphabet is still the best AI stock today.

GOOG

Jun 22, 2025

Are AI Glasses The Future?

Have we figured out the form factor of the future?

GOOG

May 29, 2025

Autonomous Vehicles Are Having an Incredible Week!

Autonomy announcements are coming left and right, and this could be a turning point for the industry.

LYFT

May 8, 2025

Google Search and the History of "Dying" Tech Businesses

Apple wants to replace Google search in Safari and the market thinks search's days are numbered.

GOOG

Apr 26, 2025

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Alphabet's AI Chapter

The future of Google is artificial intelligence.

GOOG

Mar 23, 2025

Has Waymo Already Won Autonomous Driving?

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

GOOG

Feb 8, 2025

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What's $75 Billion Among Friends?

Alphabet's capex is going to be higher than expected in 2025 and that's thrown the market for a loop.

GOOG

Feb 1, 2025

Autonomous Driving Fits and Starts

Progress is the word of the week.

UBER

Dec 12, 2024

Alphabet Stock: Sustaining Innovation on Steroids

Google may be the only "no-brainer" stock pick in AI today.

GOOG

Dec 7, 2024

The Biggest Disruption of 2025 Is Already Here

Autonomous driving will be top of mind in 2025.

Autonomous Driving

Earnings Preview: SoFi, Robinhood, Alphabet, Coinbase, Mobileye

Oct 19, 2024

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Earnings Preview: SoFi, Robinhood, Alphabet, Coinbase, Mobileye

I expect big growth from some of these tech stocks.

SOFI