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@TravisHoium "$JOBY Let me be clear. This offering is GOOD NEWS It de-risks the balance sheet and gives a longer runway to scale along with allowing the flexibility to take the higher margin more capital intensive business model"
X Link @TravisHoium 2025-10-07T21:39Z 9726 followers, 12.6K engagements

"$ONON I think On's stock could double if they simply reported numbers in USD instead of CHF. Most sales are in the U.S. Most cash is in the U.S. Most investors are in the U.S. Don't look unprofitable when you're not"
X Link @TravisHoium 2025-09-29T14:02Z 9728 followers, 3255 engagements

"Everyone should have investing frameworks. My frameworks help save me from my biggest investing mistakes like selling $CMG in 2008 selling $AAPL in 2010 and selling $MSFT in 2015. Do you sense a theme"
X Link @TravisHoium 2025-10-14T16:00Z 9728 followers, XXX engagements

"$HIMS continues to be cheap too. Revenue growth of nearly XX% over the past year and yet trading for 6.5x sales $PLTR by comparison grew revenue XX% over the past year and is trading for 124x sales"
X Link @TravisHoium 2025-10-15T19:17Z 9728 followers, 1015 engagements

"$AXON This is how you expand an addressable market. Makes so much sense for every retailer to get these mini cameras"
X Link @TravisHoium 2025-09-29T13:54Z 9728 followers, 1264 engagements

"$JOBY Joby now has a $XX billion market cap and is still years away from positive FCF. I believe in the vision but NOW is the time to raise $1-2 billion in an ATM stock sale to ensure the roadmap can become a reality. Learn from what $SPCE got wrong in 2021"
X Link @TravisHoium 2025-10-02T15:33Z 9721 followers, 17.7K engagements

"I think $MGM backing out of the NY race is a good move too. $XXX billion for one of three casinos in NY and arguably the worst location was a dicey bet. On to better opportunities like Japan and buybacks Don't be surprised if a big buyback is announced along with earnings"
X Link @TravisHoium 2025-10-15T00:53Z 9726 followers, 1295 engagements

"ChatGPT compared the NVIDIA/OpenAI/Oracle/CoreWeave deals to Enron X times. Everything is fine"
X Link @TravisHoium 2025-10-06T17:23Z 9724 followers, XXX engagements

"$MGM MGM getting $XXX million from BetMGM by year end is a shocking improvement in the business"
X Link @TravisHoium 2025-10-14T13:20Z 9728 followers, 2078 engagements

"Working at a Starbucks for an hour today. What a crappy experience this has become. Pickup orders strewn about people standing around and when my name is called I have to sift through other glasses to find mine. Wife just had hers stolen because.why not $SBUX"
X Link @TravisHoium 2025-10-07T13:49Z 9721 followers, 1985 engagements