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TSLA

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

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

Is Tesla and the Electric Vehicle Market Doomed?

Jul 6, 2025

Is Tesla and the Electric Vehicle Market Doomed?

EVs will have a tough time surviving the next four years.

TSLA

Elon Musk's $1 Trillion Gamble

Jun 6, 2025

Elon Musk's $1 Trillion Gamble

This isn't about Thursday's Twitter drama, I swear.

TSLA

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

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.

TSLA

Tesla Short Position Post Mortem

Apr 14, 2025

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Tesla Short Position Post Mortem

Not everything about this position went as planned.

TSLA

Closing Tesla Short Position

Apr 7, 2025

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Closing Tesla Short Position

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

TSLA

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

Update: Owlet, Figs, and Tesla

Mar 7, 2025

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Update: Owlet, Figs, and Tesla

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

FIGS

+2

Autonomous Driving Fits and Starts

Feb 1, 2025

Autonomous Driving Fits and Starts

Progress is the word of the week.

UBER

+3

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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