$MBLY · The Autonomous Driving Stock You Need to Buy Before Wall Street Wakes Up!

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Asymmetric Investing

The Autonomous Driving Stock You Need to Buy Before Wall Street Wakes Up!

2026-04-30 · 1 company · 1 thematic

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speakers

travis hoium

Travis Hoium hosts the Asymmetric Investing podcast/YouTube channel and manages the Asymmetric portfolio. He conducts fundamental research using Fiscal AI and focuses on platform business models, healthcare technology, and consumer subscription businesses. He discloses holding Hims & Hers as one of his largest positions.

quote

“That company is Mobileye. They have hundreds of vehicles on the road today. And in the next year or two, they're going to have thousands of vehicles, not only in the US, but in Europe as well... This is going to be a company that goes from…”

—travis hoium

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