My 3 Big Picks from Last Year (And Why I’m Still Holding)

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I talked about $SOFI a lot last year in the $6.00’s, now it’s holding steady around $16.

I am very happy with that pick!

I brought you $INVZ at $0.72, and it ripped pretty quickly over $3.00.

Now it’s holding nicely around $1.40. (After bouncing back from the high $0.40’s a couple weeks ago)

And of course, I’ve been banging the drum on $TSLA for years, specifically from $180 before it ran to $480.

So, where do I stand on these today?

Let’s dive in to $SOFI ( ▼ 2.18% ) first.

Still one of my favourite long-term holds.

The record revenue, the record ebitda, the increasing net interest margin — it’s all working.

What matters most:

Record revenue.

Record ebitda.

Their deposits are growing ($2.2B).

Their loan book is healthy.

They’re raising their guidance.

And they're acquiring millennial (me!) customers (800,000 total) at scale.

I still think this is a $35+ stock in the next 2–3 years.

I am holding strong and not trimming.

Next up, $INVZ ( ▼ 5.06% ) Update.

I first talked about INVZ in December, 2024.

It was just $0.70 cents or so then and it pretty quickly started it’s move to $3.00 (briefly) before settling in in the $1.65 - $1.90 range for a couple months.

LIDAR is a tough space, though.

Especially with my boy Elon saying “If humans can drive with eyes and a brain, cars can too.”

Tesla uses a vision-only system called Tesla Vision, which relies entirely on cameras + neural networks + AI for perception and autonomy, no LIDAR and no radar.

But Innoviz has developed some pretty incredible technology, and for anyone not taking Elon’s route with autonomous driving, it’s the only real alternative.

Most traditional OEMs are going the “sensor fusion” route, which combines LIDAR, radar, and cameras to build more conservative, redundant, safer autonomous systems.

• BMW is using Innoviz’s LIDAR in its Level 3 driving systems

• Volkswagen Group (via CARIAD) selected Innoviz as a LIDAR supplier

• Companies like Mercedes-Benz, Toyota, Volvo, and Honda are integrating LIDAR into premium models for ADAS and highway autonomy

These companies don’t want to take Tesla’s risk…

They want LIDAR for safety, redundancy, and regulatory approval.

And Innoviz already has a huge deal with BMW, but I think the real unlock is still ahead.

Unlike other LIDAR startups, Innoviz has real revenue-generating contracts, including:

• Production deals for Level 2+ and Level 3 driving systems

• A design/ win pipeline that could be worth billions in cumulative revenue over the next 5–10 years

So investors are betting not on science fiction, but on OEM adoption curves, fleet rollouts, and tier-one supplier wins.

Also, LIDAR isn’t just for robotaxis…

• Drones (e.g., delivery, agriculture, military)

• Robotics (e.g., warehouses, Boston Dynamics-style mobility)

• Mapping and surveying (construction, smart cities, forestry)

• Industrial automation

Innoviz and its competitors are positioning for multi-industry adoption, not just cars, which is why I still think this could be massive.

Especially given their deep valuation discounts.

LIDAR stocks like $INVZ ( ▼ 5.06% ) have been massively beaten down since the SPAC bubble.

Many now trade at:

• Enterprise value < cash on hand

• P/S ratios below 2

• And have high short interest (Read: optionality if deals hit)

Which is why I think if just one of these OEM deals scales, this is a 5–10x.

Next up, it would be odd to cover LIDAR maker Innoviz and NOT Tesla in the same article, when we’re talking so much about both.

This is a great hedge! (Owning both) 

$TSLA Update:

Still the GOAT.

I love Elon.

I started covering $TSLA ( ▼ 1.12% ) when they had a massive short interest last June, it was pretty obvious to me then, and it’s pretty obvious to me now.

I just got back from a road trip where I rented a Model X on Turo.

For those of you that know me, I live in the Cayman Islands, where we don’t have a single charging station.

So seeing the infrastructure first hand while cruising through Utah, Arizona, and Nevada, was very impressive.

But it’s not just the car — like Cathy Woods, I give the car itself about 10% of the market cap.

The real juice is in the infrastructure, the Robotaxi network, and the Optimus robots.

Those are 90%.

And that’s why I agree.

I said before that Tesla could be a $2,600 stock by 2030, and I stand by that call. (Well, Cathy said that, but I agree)

This isn’t a car company.

It’s a multi-trillion-dollar automation platform!

And they are going to dominate.

Every time the market underappreciates the vision, I see opportunity.

I’m still holding, still bullish, and think the next 5 years will change the game entirely.

Bottom line — I'm not selling.

These were my top 3 picks last year, and I still own each of them.

The best trades are the ones you don’t have to touch — and I think these are just getting started.

Stay convicted, stay bullish, and, as always, happy hunting!

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Read more previous stock picks:

$TSLA ( ▼ 1.12% ) at $180 before moving to $480

$SOFI ( ▼ 2.18% )  at $6.00 before moving to $18.00

$INVZ ( ▼ 5.06% )  at $0.74 before moving to $3.00