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[@TravisHoium](/creator/twitter/TravisHoium)
"This company is making beautiful products that have no market at their price points. $RIVN will be a case study in bad business models in the future"  
[X Link](https://x.com/TravisHoium/status/1981072286477320338) [@TravisHoium](/creator/x/TravisHoium) 2025-10-22T18:56Z 9790 followers, 1881 engagements


"$BYND Is the Beyond Meat pop worth looking at NO This is a terrible business and it's getting worse. This is no $GME"  
[X Link](https://x.com/TravisHoium/status/1981076598808780897) [@TravisHoium](/creator/x/TravisHoium) 2025-10-22T19:14Z 9775 followers, 1118 engagements


"Are we at the "no one got fired for buying Tesla" phase I don't understand who is buying this stock at this point. $XXX trillion market cap EVs are going to fall off a cliff FSD is behind the competition robots are ❓. I don't get the appeal"  
[X Link](https://x.com/TravisHoium/status/1981355576618864875) [@TravisHoium](/creator/x/TravisHoium) 2025-10-23T13:42Z 9776 followers, XXX engagements


"IMO portfolio diversification is more about psychology than math. If you own X stocks it's easy to be emotionally attached to them which clouds your judgment. If you own 20-30 stocks it reduces emotional dependence and gives a wider view of the investing world"  
[X Link](https://x.com/TravisHoium/status/1980635301593641043) [@TravisHoium](/creator/x/TravisHoium) 2025-10-21T14:00Z 9784 followers, XXX engagements


"$NFLX Why is Netflix stock down XX% Simple. The revenue growth rate has gone from accelerating to decelerating. AND the current growth rate is helped by a weak dollar. Investors don't want to pay 12x sales for a company whose rate of growth is slowing down"  
[X Link](https://x.com/TravisHoium/status/1981076227545850223) [@TravisHoium](/creator/x/TravisHoium) 2025-10-22T19:12Z 9785 followers, 2292 engagements


"When you see a person/group very bullish on a stock it's easy to brush it off as a "meme" or "crazy". It's more profitable to ask yourself why they might be right. The best investments often start with the "crazies" and "true believers". $AAPL $AMZN $HOOD $HIMS $PLTR"  
[X Link](https://x.com/TravisHoium/status/1981390289060123112) [@TravisHoium](/creator/x/TravisHoium) 2025-10-23T16:00Z 9784 followers, 1085 engagements


"$MGM MGM getting $XXX million from BetMGM by year end is a shocking improvement in the business"  
[X Link](https://x.com/TravisHoium/status/1978088525682597982) [@TravisHoium](/creator/x/TravisHoium) 2025-10-14T13:20Z 9791 followers, 2283 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](https://x.com/TravisHoium/status/1978262880488169490) [@TravisHoium](/creator/x/TravisHoium) 2025-10-15T00:53Z 9791 followers, 1372 engagements


"$HIMS The future is brighter than ever"  
[X Link](https://x.com/TravisHoium/status/1979048621422129347) [@TravisHoium](/creator/x/TravisHoium) 2025-10-17T04:55Z 9791 followers, XXX engagements


"$ORCL Dont call it a bubble until companies start taking out debt to build data centers. Well"  
[X Link](https://x.com/TravisHoium/status/1981499905928462500) [@TravisHoium](/creator/x/TravisHoium) 2025-10-23T23:16Z 9791 followers, 1105 engagements


"$GOOG continues to be the biggest no brainer in the market. Alphabet will be the first $XX trillion company"  
[X Link](https://x.com/TravisHoium/status/1980761693144621089) [@TravisHoium](/creator/x/TravisHoium) 2025-10-21T22:22Z 9790 followers, 7202 engagements


"Slowly then all at once. $GOOG underperformed the market for nearly X years after covering it for Asymmetric Investing. In the last few months shares have nearly doubled. Predicting when market sentiment changes is hard but buying great companies at a cheap/reasonable price is a proven way to beat the market"  
[X Link](https://x.com/TravisHoium/status/1981736117788385699) [@TravisHoium](/creator/x/TravisHoium) 2025-10-24T14:54Z 9790 followers, 4969 engagements


"$SOFI Financial services have been SoFi's driver over the past X years with growth of over XXX% Y/Y for most of that time"  
[X Link](https://x.com/TravisHoium/status/1982062956922683572) [@TravisHoium](/creator/x/TravisHoium) 2025-10-25T12:33Z 9790 followers, XXX engagements


"Alphabet reports on Wednesday and Google Cloud will be the focus. $GOOG Last quarter GCP grew XXXX% Y/Y and operating margins improved. If that momentum continues powered by in-house designed TPUs we should see continued multiple expansion"  
[X Link](https://x.com/TravisHoium/status/1982096907095740894) [@TravisHoium](/creator/x/TravisHoium) 2025-10-25T14:48Z 9791 followers, XXX engagements


"Margin and multiple expansion have been the drivers of $SPOT stock over the past X years. To keep momentum we need to see revenue growth tick higher. Will that come from ads Higher prices Or new products"  
[X Link](https://x.com/TravisHoium/status/1982104699584053515) [@TravisHoium](/creator/x/TravisHoium) 2025-10-25T15:19Z 9790 followers, 1293 engagements


"I'm lucky enough to be able to experience the future of finance. Money management is being democratized and you can now follow the Asymmetric Portfolio passively through @JoinAutopilot_ The gatekeepers of finance should be terrified"  
[X Link](https://x.com/TravisHoium/status/1982112511924093407) [@TravisHoium](/creator/x/TravisHoium) 2025-10-25T15:50Z 9790 followers, 6383 engagements