- Warby Parker jumped 15.63% yesterday as Google announced a partnership regarding AI-powered smart glasses. You would have needed insider information to have doubled down on Warby Parker.
- Lucid Motors jumped more than 10% yesterday. While its cars are very cool, it is way below 20,000 vehicles a year and below $1 billion in revenues. It’s very hard to build a serious car company without much greater scale. The stock is down 2% year to date.
- Palantir Technologies is up 66% year to date. No one is smarter than Peter Thiel.
- Astera Labs, a company we were so excited to have stock in, is down 28% YTD.
Events & Webinars
May 21, 2025
1:11 pm
Our next live webinar at Becker Private Equity and Business Podcast is set for June