TickerTain
$SPCX····$NVDA····$MSFT····$GOOGL····$ANTHROPIC·$TSLA····$CRWV····$NBIS····$HIMS····$TSM····$ASML····$FIGURE·$LYFT····$UBER····$SNOW····$META····$ELEVENLABS·$CURSOR·$COGNITION·$OPENAI·$AAPL····$RKLB····$XAI·$AMZN····$AMD····$000660.KS····$INTC····
←

travis wanam

T3 · host / generalist

Travis Wanam hosts the Asymmetric Investing podcast/YouTube channel where he provides equity research and valuation analysis on technology stocks.

1 call·1 name·100% bull·last heard 5 months ago·Asymmetric Investing
track recordleaderboard →
hit rate
100%
avg alpha
+2.0pp
scored
1

top calls

best measured alpha vs SPY · one per company
1st+2.0pp vs SPY
$GOOGLAlphabetposition

Asymmetric Investing host sees Alphabet hitting $1,000 in five years on AI tailwinds

Alphabet's core segments (Search, YouTube, Subscriptions) are growing 15%+ with AI as a tailwind not disruptor; Google Cloud approaching 30% operating margins on $60B revenue with $180B CapEx could drive margin expansion and justify 30-40x P/E multiple.

Asymmetric Investing2026-03→

most discussed · click a bar to filter

recurring themes

1 total
$GOOGL
···
Alphabet
HIGHtravis wanam·Asymmetric Investing·5 months ago· position
Asymmetric Investing host sees Alphabet hitting $1,000 in five years on AI tailwinds
Alphabet's core segments (Search, YouTube, Subscriptions) are growing 15%+ with AI as a tailwind not disruptor; Google Cloud approaching 30% operating margins on $60B revenue with $180B CapEx could drive margin expansion and justify 30-40x P/E multiple.
"This is a stock that I own, so I'm very bullish on the company's future... This is a stock that I'm bullish on because I think this is the dominant player in technology and artifi…"
0:56