
Dec 13, 2025
Robinhood's November numbers looked bad, and Alphabet may be the big winner of SpaceX's IPO.
HOOD
+1

Oct 25, 2025
What I'm looking for from earnings at the Top 5 holdings in the Asymmetric Portfolio.
SOFI
+4

Oct 19, 2025
Netflix is tapping into Spotify's creator ecosystem.
SPOT
+1

Jul 20, 2025
The earnings train begins this week.
GOOG
+1

May 29, 2025
Autonomy announcements are coming left and right, and this could be a turning point for the industry.
LYFT
+4

Mar 23, 2025
Alphabet's underappreciated subsidiary is scaling fast and building a lead over competitors.
GOOG
+2

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