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MBLY

The Biggest Innovation Of Our Lifetime

Sep 13, 2025

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The Biggest Innovation Of Our Lifetime

Changing how we get goods delivered and how we move through the world is a bigger innovation than the iPhone.

LYFT

+3

Autonomous Driving's Inflection Point

Aug 9, 2025

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Autonomous Driving's Inflection Point

The opportunity has arrived, even if the market doesn't see it.

LYFT

+2

Earnings Preview: Alphabet and Mobileye

Jul 20, 2025

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Earnings Preview: Alphabet and Mobileye

The earnings train begins this week.

GOOG

+1

Uber and Commoditizing Autonomous Driving

Jul 19, 2025

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Uber and Commoditizing Autonomous Driving

There won't be a "winner-take-all" autonomous vehicle.

LYFT

+3

Owlet's Pop, MGM's Wins Online, Amazon in Autonomy, and Hers Gummies

Jun 21, 2025

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Owlet's Pop, MGM's Wins Online, Amazon in Autonomy, and Hers Gummies

A lot happened with Asymmetric Portfolio stocks this week.

LYFT

+5

Autonomous Vehicles Are Having an Incredible Week!

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

+4

Mobileye's Robotaxis Are Coming to Lyft AND Uber in 2026

Apr 25, 2025

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Mobileye's Robotaxis Are Coming to Lyft AND Uber in 2026

"Thousands" of Mobileye-powered robotaxis could be on the road in the next two years.

MBLY

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.

LYFT

+3

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.

GOOG

+2

New Autonomy Leaders Are Emerging (And Tesla Is Falling Behind)

Feb 14, 2025

New Autonomy Leaders Are Emerging (And Tesla Is Falling Behind)

Autonomy is coming faster than you think.

LYFT

+1

Autonomous Driving Fits and Starts

Feb 1, 2025

Autonomous Driving Fits and Starts

Progress is the word of the week.

UBER

+3

Mobileye Is Taking On Waymo & Tesla

Jan 11, 2025

Mobileye Is Taking On Waymo & Tesla

This week, Mobileye laid out how it will get millions of fully autonomous vehicles on the road.

MBLY

The Biggest Disruption of 2025 Is Already Here

Dec 7, 2024

The Biggest Disruption of 2025 Is Already Here

Autonomous driving will be top of mind in 2025.

Autonomous Driving

+3

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

+4

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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