Asymmetric Investing by Travis Hoium

"I think Zeta is one of these companies where if you look at their financials, they are a phenomenal growth company, and right now, they're actually a pretty cheap."

"Zeta Global really quietly on Monday made, I think, two really big announcements that investors should be paying attention to."

"You can see that they're going to be part of a new air taxi program that the White House has been putting on."

"So, very exciting future for Joby Aviation, and their operations moving in the right direction is why I'm even more bullish on the company."

"The real opportunity for Joby Aviation is to change the way that we think about not only these short trips from, let's say, JFK Airport to Manhattan, but also what does it look like to go from New York City to Philadelphia, from Minneapolis, where I'm at, to Chicago, from Orlando to Miami."

"But you look at where Joby is today, 8.6 billion-dollar market cap."

"All of these things are falling into place for Joby Aviation."

"The first thing we need to look at with Joby Aviation is what does the balance sheet look like?"

"I just want to start with a high-level view of Joby Aviation, an 8.5 billion-dollar market cap."

"This is the kind of revolution is building, and I think that's what really presents the 10x opportunity in the stock. So, I want to go over some of the recent developments because Joby Aviation stock is down 57% from its highs, but the potential for this the company has only gotten bigger since then."

"There aren't a lot of companies that fundamentally change the way we live our lives, but Joby Aviation, I think could be one of those companies in the future."

"So, very exciting future for Joby Aviation, and their operations moving in the right direction is why I'm even more bullish on the company."

"The real opportunity for Joby Aviation is to change the way that we think about not only these short trips from, let's say, JFK Airport to Manhattan, but also what does it look like to go from New York City to Philadelphia, from Minneapolis, where I'm at, to Chicago, from Orlando to Miami."

"But you look at where Joby is today, 8.6 billion-dollar market cap. I think this is the kind of company that 10, 15 years from now could be a hundred-billion-dollar company cuz it's really redefining the way that we're thinking about air travel."

"Joby said that they're going to double their manufacturing in 2027."

"All of these things are falling into place for Joby Aviation."

"The Reuben Brothers unveiled a Joby verti- vertiport at Century Plaza."

"The first thing we need to look at with Joby Aviation is what does the balance sheet look like?"

"I just want to start with a high-level view of Joby Aviation, an 8.5 billion-dollar market cap."

"Joby Aviation stock is down 57% from its highs, but the potential for this the company has only gotten bigger since then."

"Joby Aviation, I think could be one of those companies in the future."

"You go into a ticker like Alphabet."

"That's where you can get access to this up to $1,000 worth of Nvidia stock just for starting an account and funding it on Moomoo."

"This is why this is one of the companies that's in my Asymmetric Portfolio. It's actually the biggest position because I think there are so many advantages that the company has, not just in their operations, but in these investments they've been making for years."

"So, if you're looking at ways to get exposure to some of these companies like Anthropic, don't look past Alphabet. They are going to be one of the hidden winners in the market today."

"This is one of the reasons that I think Alphabet is just the no-brainer stock in artificial intelligence today."

"TPUs, but they've also got Nvidia chips."

"Now, Google Cloud has really been the star of the show for Alphabet over the past couple of years."

"I wouldn't be surprised to see at least in excess of a trillion dollars. That means somewhere between 100 and 200 billion dollars worth of value just sitting on Google and Alphabet's balance sheet."

"They'll give you $30 of Nvidia stock."