# ![@TravisHoium Avatar](https://lunarcrush.com/gi/w:26/cr:twitter::110623693.png) @TravisHoium Travis Hoium

Travis Hoium posts on X about $goog, lyft, $aapl, money the most. They currently have [------] followers and [---] posts still getting attention that total [------] engagements in the last [--] hours.

### Engagements: [------] [#](/creator/twitter::110623693/interactions)
![Engagements Line Chart](https://lunarcrush.com/gi/w:600/cr:twitter::110623693/c:line/m:interactions.svg)

- [--] Week [------] -59%
- [--] Month [-------] +150%
- [--] Months [---------] +143%
- [--] Year [---------] -17%

### Mentions: [--] [#](/creator/twitter::110623693/posts_active)
![Mentions Line Chart](https://lunarcrush.com/gi/w:600/cr:twitter::110623693/c:line/m:posts_active.svg)

- [--] Week [--] +15%
- [--] Month [---] +48%
- [--] Months [---] +32%
- [--] Year [---] -18%

### Followers: [------] [#](/creator/twitter::110623693/followers)
![Followers Line Chart](https://lunarcrush.com/gi/w:600/cr:twitter::110623693/c:line/m:followers.svg)

- [--] Week [------] +0.54%
- [--] Month [------] +3.10%
- [--] Months [------] +13%
- [--] Year [------] +26%

### CreatorRank: [-------] [#](/creator/twitter::110623693/influencer_rank)
![CreatorRank Line Chart](https://lunarcrush.com/gi/w:600/cr:twitter::110623693/c:line/m:influencer_rank.svg)

### Social Influence

**Social category influence**
[stocks](/list/stocks)  #6170 [technology brands](/list/technology-brands)  42.5% [finance](/list/finance)  32.5% [automotive brands](/list/automotive-brands)  7.5% [social networks](/list/social-networks)  3.13% [cryptocurrencies](/list/cryptocurrencies)  3.13% [countries](/list/countries)  2.5% [celebrities](/list/celebrities)  1.25% [exchanges](/list/exchanges)  #3269 [luxury brands](/list/luxury-brands)  0.63%

**Social topic influence**
[$goog](/topic/$goog) 10%, [lyft](/topic/lyft) #22, [$aapl](/topic/$aapl) 7.5%, [money](/topic/money) 7.5%, [$hims](/topic/$hims) 7.5%, [$amzn](/topic/$amzn) 7.5%, [$lyft](/topic/$lyft) #2, [stocks](/topic/stocks) #4228, [$uber](/topic/$uber) #181, [open ai](/topic/open-ai) 5.63%

**Top accounts mentioned or mentioned by**
[@adamomancino](/creator/undefined) [@hamids](/creator/undefined) [@rjscaringe](/creator/undefined) [@nolanp415](/creator/undefined) [@grassmaster771](/creator/undefined) [@thebrilliantbu1](/creator/undefined) [@unusualwhales](/creator/undefined) [@agricult85410](/creator/undefined) [@krispatel99](/creator/undefined) [@daredarr3n](/creator/undefined) [@jrogrow](/creator/undefined) [@morganhousel](/creator/undefined) [@proshopguymf1](/creator/undefined) [@lylehender56329](/creator/undefined) [@ethereal_echo14](/creator/undefined) [@phyrefoxx](/creator/undefined) [@energy_tech_inv](/creator/undefined) [@thechnation](/creator/undefined) [@milososaa](/creator/undefined) [@ns939](/creator/undefined)

**Top assets mentioned**
[Alphabet Inc Class A (GOOGL)](/topic/$goog) [Apple, Inc. (AAPL)](/topic/$aapl) [Hims & Hers Health, Inc. (HIMS)](/topic/$hims) [Amazon.com, Inc. (AMZN)](/topic/$amzn) [Lyft, Inc. Class A Common Stock (LYFT)](/topic/$lyft) [Uber Technologies, Inc. (UBER)](/topic/$uber) [Microsoft Corp. (MSFT)](/topic/$msft) [Rivian Automotive, Inc.  (RIVN)](/topic/$rivn) [Oracle Corporation (ORCL)](/topic/$orcl) [Netflix Inc (NFLX)](/topic/$nflx) [Tesla, Inc. (TSLA)](/topic/$tsla) [Chipotle Mexican Grill, Inc. (CMG)](/topic/$cmg) [Intuit Inc. (INTU)](/topic/$intu) [Robinhood Markets, Inc.  (HOOD)](/topic/$hood) [Palantir Technologies Inc. (PLTR)](/topic/$pltr) [MGM Resorts International (MGM)](/topic/$mgm) [Metadium (META)](/topic/$meta) [DisChain (DIS)](/topic/$dis) [NVIDIA Corp. (NVDA)](/topic/$nvda) [Mario Coin (COIN)](/topic/$coin) [Advanced Micro Devices (AMD)](/topic/$amd) [Lucid Group Inc (LCID)](/topic/$lcid) [DoorDash Inc. (DASH)](/topic/doordash) [Dash (DASH)](/topic/$dash) [Plug Power, Inc. (PLUG)](/topic/$plug) [On Holding AG (ONON)](/topic/$onon) [Costco Hot Dog (COST)](/topic/$cost) [Wynn Resorts, Limited (WYNN)](/topic/$wynn) [Las Vegas Sands Corp. (LVS)](/topic/$lvs) [Garmin Ltd. (GRMN)](/topic/$grmn) [Peloton Interactive, Inc. Class A Common Stock (PTON)](/topic/$pton) [Novo-Nordisk (NVO)](/topic/$nvo) [Eli Lilly and Company (LLY)](/topic/$lly) [The Walt Disney Company (DIS)](/topic/walt-disney) [FedEx Corporation (FDX)](/topic/$fdx)
### Top Social Posts
Top posts by engagements in the last [--] hours

"If you like this tweet you will love my exclusive emails for my subscribers. Join here: https://asymmetric-investing.beehiiv.com/subscribe https://asymmetric-investing.beehiiv.com/subscribe"  
[X Link](https://x.com/TravisHoium/status/2022355264498782619)  2026-02-13T17:00Z 10.9K followers, [---] engagements


"I havent listened to the call but Georgia and the DOE loan werent mentioned in the letter. Theres no path to profitability without Georgia which is about a $5 billion investment so shouldnt that be a worry Core business is still burning through a few billion a year plus capex. https://twitter.com/i/web/status/2022138625580839143 https://twitter.com/i/web/status/2022138625580839143"  
[X Link](https://x.com/TravisHoium/status/2022138625580839143)  2026-02-13T02:39Z 10.9K followers, 13.6K engagements


"It's a worry because they don't have the cash to pay for it and the DOE loan is in Trump's hands. Even if it gets funded they'll have $10 billion+ in debt. Positive gross margins are great (they're not real since the positive margin is in the JV that's consolidated but details). Problem is Rivian has to cover nearly $4 billion in opex and would need extraordinary margins to do so even after getting to 600k units. If you go back to Rivian's IPO they've underperformed promises and shown they don't have the demand they anticipated. R1 and RDV were supposed to fill Normal's 215k capacity but only"  
[X Link](https://x.com/TravisHoium/status/2022157807336759424)  2026-02-13T03:56Z 10.9K followers, [----] engagements


"Compounding is addictive"  
[X Link](https://x.com/TravisHoium/status/2022657192587862476)  2026-02-14T13:00Z 10.9K followers, [---] engagements


"Long Lines = High Returns $CMG $AAPL $COST Who else Past or present"  
[X Link](https://x.com/TravisHoium/status/1799819125855756387)  2024-06-09T15:01Z 10.8K followers, 13.1K engagements


"@ns_939 I was offered $$$ to make a video about the stock by someone who has a huge position. And then I see a network of people activated at the same time. I dont know the company but the activity of certain individuals puts me off"  
[X Link](https://x.com/TravisHoium/status/1977517628923986331)  2025-10-12T23:31Z 10.8K followers, [---] engagements


"Gaming revenue in Macau will be up 15% in Q4 [----]. Should be a good quarter for $MGM $LVS $WYNN"  
[X Link](https://x.com/TravisHoium/status/2009603121270436102)  2026-01-09T12:28Z 10.9K followers, [---] engagements


"$GRMN + $PTON When you think about it this makes a ton of sense for everyone involved https://asymmetric-investing.beehiiv.com/p/why-garmin-should-buy-peloton https://asymmetric-investing.beehiiv.com/p/why-garmin-should-buy-peloton"  
[X Link](https://x.com/TravisHoium/status/2013353559203393703)  2026-01-19T20:51Z 10.8K followers, [----] engagements


"$RIVN Two really bad news items recently related to Rivian. [--]. The Trump Administration cancelling DOE loans. Rivian was approved for $6.6B to build Georgia just before Biden left office but still doesn't have the $$$. Will it ever get it [--]. Rivian's autonomy product was well received but GM just announced a similar sensor and technology product launching in [----]. GM will have scale in autonomy before Rivian does so Rivian's in-house development will once again be up against a competitor with more scale over which to spread development costs. If #1 gets cancelled Rivian is doomed. Even if it"  
[X Link](https://x.com/TravisHoium/status/2016894262940422459)  2026-01-29T15:20Z 10.9K followers, [----] engagements


"I don't want to split hairs on the word "closed". When you go to closing to buy a home you get money to buy the home. Point is Rivian doesn't have the money. Legally Tiktok should be shut down. The fact that Trump is the person who ultimately makes the final call (like it or not) would worry me until the money hits the bank. That's really what I'm saying. https://twitter.com/i/web/status/2017325792213057874 https://twitter.com/i/web/status/2017325792213057874"  
[X Link](https://x.com/TravisHoium/status/2017325792213057874)  2026-01-30T19:55Z 10.9K followers, [---] engagements


"@Rivian_DD Im not arguing its what the 10-Q is saying. Im saying the political risk is a real risk legal or not. We have to acknowledge that the way this administration is doing whatever it wants with EVs and clean energy tech"  
[X Link](https://x.com/TravisHoium/status/2017350609666458094)  2026-01-30T21:34Z 10.8K followers, [--] engagements


"Everyone should have investing frameworks. My frameworks help save me from my biggest investing mistakes like selling $CMG in [----] selling $AAPL in [----] and selling $MSFT in [----]. Do you sense a theme https://asymmetric-investing.beehiiv.com/p/asymmetric-investing-frameworks https://asymmetric-investing.beehiiv.com/p/asymmetric-investing-frameworks"  
[X Link](https://x.com/TravisHoium/status/2017583740583575745)  2026-01-31T13:00Z 10.8K followers, [----] engagements


"For everyone but $GOOG $MSFT and $META the AI buildout has been financed by debt. If the investors and banks providing that debt pull back and/or demand a higher return the house of cards falls apart. $ORCL has been the canary in the coal mine since their massive RPO announcement in [----]. I have bad news about the fate of that canary https://twitter.com/i/web/status/2017964582279540936 https://twitter.com/i/web/status/2017964582279540936"  
[X Link](https://x.com/TravisHoium/status/2017964582279540936)  2026-02-01T14:13Z 10.8K followers, [----] engagements


"If software companies are all going to zero who pays for all the artificial intelligence"  
[X Link](https://x.com/TravisHoium/status/2018299929404346427)  2026-02-02T12:26Z 10.8K followers, 18.6K engagements


"$DIS $3.3 billion in operating income from experiences up 6% is incredible. This business alone is worth nearly all of Disney's $240 billion enterprise value"  
[X Link](https://x.com/TravisHoium/status/2018300998968635780)  2026-02-02T12:30Z 10.8K followers, [----] engagements


"I didn't understand Netflix $NFLX [--] years ago but I learned lessons from that mistake. [--]. Users Profits: In a digital business it's critical to reach scale. Profits don't matter on the path to scale. [--]. Delay Taking Price: Margins are low Who cares See #1. [--]. Suppliers eventually have to bend the knee to the one who owns demand. You don't say "I'm going to watch Sony's K-Pop tonight." You say "I'm going to watch Netflix." Demand matters above all else. Owning the customer is the ultimate goal. The companies we CHOOSE to interact with are the ultimate winners on the market."  
[X Link](https://x.com/TravisHoium/status/2018701129345880479)  2026-02-03T15:00Z 10.9K followers, [----] engagements


"$NOVO says sales are going to fall despite an expanded market. [--]. Competition is bringing down price. [--]. Lower prices lead to greater adoption (volume). [--]. Novo's higher volumes aren't offsetting falling prices. So who wins Clearly companies like $HIMS who are demand aggregators at scale & who benefit from more supply options and lower prices"  
[X Link](https://x.com/TravisHoium/status/2018749604229959818)  2026-02-03T18:13Z 10.8K followers, [----] engagements


"$UBER Every operating metric is up 20% or more. Stock down 10%. This market is going to make patient investors a lot of money"  
[X Link](https://x.com/TravisHoium/status/2019017805715349746)  2026-02-04T11:58Z 10.8K followers, [----] engagements


"$MGM headwinds are starting to turn into tailwinds. Online gaming is now a positive contributor and Las Vegas and Macau are both growing. Wait until the market hears about MGM Japan"  
[X Link](https://x.com/TravisHoium/status/2019047704991543683)  2026-02-04T13:57Z 10.9K followers, [----] engagements


"I keep calling $HIMS a healthcare platform. This is the kind of products platforms bring to market. This isn't a GLP-1 company it's a healthcare company. https://investors.hims.com/news/news-details/2026/Hims--Hers-Launches-Multi-Cancer-Early-Detection-Testing-Connecting-Customers-to-Cutting-Edge-Proactive-Care/default.aspx https://investors.hims.com/news/news-details/2026/Hims--Hers-Launches-Multi-Cancer-Early-Detection-Testing-Connecting-Customers-to-Cutting-Edge-Proactive-Care/default.aspx"  
[X Link](https://x.com/TravisHoium/status/2019064299373679055)  2026-02-04T15:03Z 10.8K followers, [----] engagements


"If $GOOG jumps 150% after earnings Ill be breakeven for the year. 🎉"  
[X Link](https://x.com/TravisHoium/status/2019154918603423915)  2026-02-04T21:03Z 10.8K followers, 14.7K engagements


"My gut feeling is that $HIMS is playing the ultimate disruption card. Theyre pushing so hard Novo sues which ultimately leads to Novo defending and potentially invalidating their patents. We tend to take pharma patents at face value as a moat and some kind of validation of what Big Pharma has done. In reality patents are rarely challenged and most/many wouldnt hold up in court. I think Hims is betting Novo will either cave in a settlement or they go all the way to the finish line and blow up the weight loss business. My 2c Maybe the most $HIMS day ever: Excitedly adding a Wegovy knock-off"  
[X Link](https://x.com/TravisHoium/status/2019447204759413199)  2026-02-05T16:25Z 10.8K followers, 77.4K engagements


"Possible you're right. But this is what works about Asymmetric Investing. If you're right I lose at most 100% of what I've invested in $HIMS. If I'm right and in [--] years $HIMS is a platform and has let's say [--] million subs/users and each person is spending thousands a year on labs peptides (GLP-1s are peptides) preventative care etc what are they worth $100 billion $1 trillion 0x or 10x+ https://twitter.com/i/web/status/2019449525887177040 https://twitter.com/i/web/status/2019449525887177040"  
[X Link](https://x.com/TravisHoium/status/2019449525887177040)  2026-02-05T16:34Z 10.8K followers, [----] engagements


"$NOVO and $LLY have a LOT more to lose than $HIMS here. That's what makes this situation so interesting. How much do you risk a $24 billion business with a 5-year half life if you're $NOVO"  
[X Link](https://x.com/TravisHoium/status/2019515118997106962)  2026-02-05T20:54Z 10.8K followers, [----] engagements


"$HIMS Here's what I think we know right now about the $HIMS v $NONO battle. https://youtu.be/doDJHDt3oJU https://youtu.be/doDJHDt3oJU"  
[X Link](https://x.com/TravisHoium/status/2019543937313362165)  2026-02-05T22:49Z 10.8K followers, [----] engagements


"@CCM_Brett Reckless founders: Travis Kalanick $UBER Elon Musk $TSLA Walt Disney $DIS Steve Jobs $AAPL Fred Smith $FDX Richard Branson All either did something technically illegal and/or bet the company on a big idea"  
[X Link](https://x.com/TravisHoium/status/2019808776254300533)  2026-02-06T16:21Z 10.9K followers, [----] engagements


"I tried to make sense of a wild week for $HIMS shareholders. Whether this is bullish or bearish is far from known right now. But with a plunging stock price the asymmetric potential has certainly gone up. https://youtu.be/jvO2O-G8VG4 https://youtu.be/jvO2O-G8VG4"  
[X Link](https://x.com/TravisHoium/status/2019880615890624615)  2026-02-06T21:07Z 10.8K followers, [----] engagements


"My opinion is always evolving and I said this before we knew much of anything. We now know patents arent the play here. We will see. The Department of Justice is also going after Jerome Powell so is that line a scare tactic or something real Until we see a case we dont know much. https://twitter.com/i/web/status/2020170720156782934 https://twitter.com/i/web/status/2020170720156782934"  
[X Link](https://x.com/TravisHoium/status/2020170720156782934)  2026-02-07T16:20Z 10.8K followers, [---] engagements


"@TheBrilliantBu1 @unusual_whales Gambling is only 30-40% of a resorts revenue and most of that is baccarat which is mostly in VIP rooms"  
[X Link](https://x.com/TravisHoium/status/2020722209862389999)  2026-02-09T04:51Z 10.8K followers, [--] engagements


"Despite all the OpenAI/Anthropic drama Gemini had the best Super Bowl ad of anyone. $GOOG a fundamental difference in our respective outlooks on AI a fundamental difference in our respective outlooks on AI"  
[X Link](https://x.com/TravisHoium/status/2020731995970539666)  2026-02-09T05:30Z 10.8K followers, [----] engagements


"Sentiment is correlated with a stock's price. If you want to beat the market buy great companies when the sentiment around them is bad"  
[X Link](https://x.com/TravisHoium/status/2020875457894240324)  2026-02-09T15:00Z 10.8K followers, [----] engagements


"Heres the $HIMS $NOVO case if you want to read it. Asking my smarter friends to dumb it down for me. https://www.statnews.com/wp-content/uploads/2026/02/99-9999.pdf https://www.statnews.com/wp-content/uploads/2026/02/99-9999.pdf"  
[X Link](https://x.com/TravisHoium/status/2020878338248560922)  2026-02-09T15:11Z 10.8K followers, [----] engagements


"On the internet the power goes to the company people CHOOSE to interact with every day. $NFLX in streaming $GOOG in search/mail $AAPL in hardware $UBER in ride-sharing $AMZN in retail $INTU for taxes Moats don't look like they did in the 80s and 90s"  
[X Link](https://x.com/TravisHoium/status/2020905680136257818)  2026-02-09T17:00Z 10.8K followers, [----] engagements


"I cover stocks with 10x potential over the next [--] years on Asymmetric Investing. If you're looking for stock ideas and want to follow what I'm doing with my money this is where to start.👇 https://asymmetric-investing.beehiiv.com/subscribe https://asymmetric-investing.beehiiv.com/subscribe"  
[X Link](https://x.com/TravisHoium/status/2021237841062220248)  2026-02-10T15:00Z 10.8K followers, [----] engagements


"The reviews of the vehicle itself are solid - great. The question is -- and has always been -- will people buy a $45k-$65k small SUV when you can get a similar size gas-powered SUV for $30k-$45k. Jeep Cherokee starts at $35k Toyota Rav4 starts at $32k Tesla Model Y is the best EV comp and it starts at $40k and sales are dropping. A great car doesn't make Rivian a great stock. You gotta make money in the auto business and Rivian doesn't answer that question with good reviews. See R1 which had great reviews and very little demand. The very first Rivian R2 drives and reviews with pre-production"  
[X Link](https://x.com/TravisHoium/status/2021257140757782979)  2026-02-10T16:17Z 10.8K followers, [----] 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/2021268042236231947)  2026-02-10T17:00Z 10.9K followers, [----] engagements


"$LYFT Announces a 19% increase in bookings $1.1 billion in FCF (ttm) and a $1 billion buyback program which would be 15% of shares outstanding and.the stock drops 13% Story of my earnings season"  
[X Link](https://x.com/TravisHoium/status/2021332789136650240)  2026-02-10T21:17Z 10.9K followers, [----] engagements


"Can I coin this a "Exponential Compounder" [--]. Compounding Revenue at Double-Digits [--]. Reducing Share Count by Double-Digits What's the perfect term for this $LYFT Announces a 19% increase in bookings $1.1 billion in FCF (ttm) and a $1 billion buyback program which would be 15% of shares outstanding and.the stock drops 13% Story of my earnings season. https://t.co/2h3Gnp2fYz $LYFT Announces a 19% increase in bookings $1.1 billion in FCF (ttm) and a $1 billion buyback program which would be 15% of shares outstanding and.the stock drops 13% Story of my earnings season. https://t.co/2h3Gnp2fYz"  
[X Link](https://x.com/TravisHoium/status/2021342451521458602)  2026-02-10T21:56Z 10.9K followers, [----] engagements


"@NolanP415 Which company is growing"  
[X Link](https://x.com/TravisHoium/status/2021372388844372457)  2026-02-10T23:55Z 10.8K followers, [---] engagements


"$UBER Booking an Uber in Dubai could soon mean riding with Apollo Go In the coming month Apollo Go autonomous vehicles will be available via the @Uber app starting in the Jumeirah area in partnership with Dubai's @rta_dubai. Riders may be matched with a fully driverless Apollo Go https://t.co/IH4jNYm81N Booking an Uber in Dubai could soon mean riding with Apollo Go In the coming month Apollo Go autonomous vehicles will be available via the @Uber app starting in the Jumeirah area in partnership with Dubai's @rta_dubai. Riders may be matched with a fully driverless Apollo Go"  
[X Link](https://x.com/TravisHoium/status/2021562637566230956)  2026-02-11T12:31Z 10.9K followers, [----] engagements


"@Agricult85410 Amazon alone was 16k. Every CEO is citing AI efficiency which is code for I can lay off workers"  
[X Link](https://x.com/TravisHoium/status/2021586445530448199)  2026-02-11T14:05Z 10.9K followers, [--] engagements


"Honest question: Do you think the Mag7 incentive structure is very different than most companies with developers Most of the Mag7 is on the offensive trying to out-spend potential disruptors. It's a land grab in the Mag7 (see capex increases). Outside of the Mag7 Autodesk Workday Zillow Mobileye HP etc (I'm just going of are laying off people because the top devs are more efficient and they can do more with less. Two things can be true but the job market for computer scientists suggests there's falling demand for the average programmer. http://layoff.fyi http://layoff.fyi"  
[X Link](https://x.com/TravisHoium/status/2021605029208117665)  2026-02-11T15:19Z 10.9K followers, [--] engagements


"I don't think I've ever seen a market so fearful of disruption. NOTHING is safe even if it makes no logical sense"  
[X Link](https://x.com/TravisHoium/status/2021624946062225898)  2026-02-11T16:38Z 10.9K followers, [----] engagements


"I don't think Silicon Valley realizes how much of people's interaction with technology is fundamentally unproductive. TikTok Instagram Netflix YouTube Onlyfans The average person doesn't want to vibe code their way to being 1% more efficient or save $20/month"  
[X Link](https://x.com/TravisHoium/status/2021960376032625038)  2026-02-12T14:51Z 10.9K followers, [----] engagements


"@energy_tech_inv Yessss Welcome to the club I hope you enjoy the live show tomorrow"  
[X Link](https://x.com/TravisHoium/status/2022158181385089424)  2026-02-13T03:57Z 10.9K followers, [---] engagements


"Compounding $100 at 20% for: [--] Year: $120 [--] Years: $172.80 [--] Years: $248.83 [--] Years: $619.17 [--] Years: $3833.76 [--] Years: $23.737.63 "The first rule of compounding: Never interrupt it unnecessarily." - Charlier Munger"  
[X Link](https://x.com/TravisHoium/status/2022324991656641001)  2026-02-13T15:00Z 10.9K followers, [----] engagements


"$AMZN In [----] Amazon will invest $200 billion in capex and have NEGATIVE FCF of about $50 BILLION"  
[X Link](https://x.com/TravisHoium/status/2022679502808072223)  2026-02-14T14:29Z 10.9K followers, 12.5K engagements


"If you like this tweet you will love my exclusive emails for my subscribers. Join here: https://asymmetric-investing.beehiiv.com/subscribe https://asymmetric-investing.beehiiv.com/subscribe"  
[X Link](https://x.com/TravisHoium/status/2022694973699658221)  2026-02-14T15:30Z 10.9K followers, [----] engagements


"$MGM repurchased [--] million shares in the last [--] months. Shares outstanding were [---] million on Oct [--] [----]. That's a 5.5% reduction in shares outstanding in a single quarter"  
[X Link](https://x.com/TravisHoium/status/2019531609762910419)  2026-02-05T22:00Z 10.9K followers, [----] engagements


"Beware of anyone pumping $ADUR. I've seen the influencer web of pumping and dumping and I reject it. You're welcome"  
[X Link](https://x.com/TravisHoium/status/1976379544698540256)  2025-10-09T20:09Z 10.9K followers, 11.9K engagements


"IMO portfolio diversification is more about psychology than math. If you own [--] 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/2021962610963275809)  2026-02-12T15:00Z 10.9K followers, [----] engagements


"The stock market thinks short-term. Your biggest advantage is thinking long-term"  
[X Link](https://x.com/TravisHoium/status/2021992806340800827)  2026-02-12T17:00Z 10.9K followers, [----] engagements


"When $COIN reports I'm looking almost entirely at non-transaction revenue. This is the future for the company"  
[X Link](https://x.com/TravisHoium/status/2022043449403515102)  2026-02-12T20:21Z 10.9K followers, [----] engagements


"Is Something Big Really Happening https://asymmetric-investing.beehiiv.com/p/is-something-big-really-happening https://asymmetric-investing.beehiiv.com/p/is-something-big-really-happening"  
[X Link](https://x.com/TravisHoium/status/2022176660859367770)  2026-02-13T05:11Z 10.9K followers, [---] engagements


"Just because someone else does something stupid doesn't mean you have to"  
[X Link](https://x.com/TravisHoium/status/2022355179811569832)  2026-02-13T17:00Z 10.9K followers, [---] engagements


"I'm building a market-beating portfolio IN PUBLIC with new buys EVERY MONTH. Find out what I own here: https://asymmetric-investing.beehiiv.com/p/asymmetric-investing-portfolio https://asymmetric-investing.beehiiv.com/p/asymmetric-investing-portfolio"  
[X Link](https://x.com/TravisHoium/status/2022385470219374960)  2026-02-13T19:00Z 10.9K followers, [---] engagements


"TTM non-transaction revenue up to $2.828 billion No surprise growth decelerated but it's good to see momentum higher even in a soft crypto market. When $COIN reports I'm looking almost entirely at non-transaction revenue. This is the future for the company. https://t.co/ELzEnBaaLR When $COIN reports I'm looking almost entirely at non-transaction revenue. This is the future for the company. https://t.co/ELzEnBaaLR"  
[X Link](https://x.com/TravisHoium/status/2022057096242769975)  2026-02-12T21:15Z 10.9K followers, [----] engagements


"@KrisPatel99 It mirrors the telecom buildout. Capex grows exponentially until the moment it doesnt. And suddenly capex is flat for [--] years as the internet business models are built. So it will be in AI"  
[X Link](https://x.com/TravisHoium/status/2022688096333250962)  2026-02-14T15:03Z 10.9K followers, [---] engagements


"If the car can drive itself why would I own it and not rent it $UBER $LYFT"  
[X Link](https://x.com/TravisHoium/status/2022692979874632047)  2026-02-14T15:22Z 10.9K followers, [----] engagements


"Totally normal for February in MN"  
[X Link](https://x.com/TravisHoium/status/2022792810554888482)  2026-02-14T21:59Z 10.9K followers, [---] engagements


"$GOOG is the most obvious winner of the AI revolution and the market still doesnt seem to see it. BREAKING: Apple is now in exploratory discussions with Google about using Gemini to power a revamped version of Siri. https://t.co/RzHQRDISIP BREAKING: Apple is now in exploratory discussions with Google about using Gemini to power a revamped version of Siri. https://t.co/RzHQRDISIP"  
[X Link](https://x.com/TravisHoium/status/1958942895873867870)  2025-08-22T17:22Z [----] followers, [----] engagements


"1. Where does this money come from Right now most hyperscaler capex is coming from operating cash flow but that well is running dry. [--]. Whats the ROI not for hyperscalers but for their customers Until we see real efficiency gains and new businesses (ex OpenAI) become profitable this will be a house of cards. Morgan Stanley forecasts global data center spending will triple from $307 billion in [----] to $920 billion in [----] with chip and server spending rising from $178 billion to $484 billion. $MSFT $AMZN $GOOG $NVDA $AMD $AVGO Morgan Stanley forecasts global data center spending will triple"  
[X Link](https://x.com/TravisHoium/status/1959309741475213376)  2025-08-23T17:40Z [----] followers, [----] engagements


"@hamids @RJScaringe Then why did VW Rivians ECU JV partner choose Mobileye for its autonomous tech"  
[X Link](https://x.com/TravisHoium/status/1959984715764797949)  2025-08-25T14:22Z [----] followers, [----] engagements


"@dare_darr3n @hamids @RJScaringe They have over [---] ID BUZZ vehicles operating autonomously in Austin and Hamburg Germany. Launching on Uber in LA next year. https://www.mobileye.com/news/volkswagen-commercial-vehicles-begins-av-testing-with-mobileye-drive/ https://www.mobileye.com/news/volkswagen-commercial-vehicles-begins-av-testing-with-mobileye-drive/"  
[X Link](https://x.com/TravisHoium/status/1959986707287376085)  2025-08-25T14:30Z [----] followers, [---] engagements


"@hamids @RJScaringe Your post was about autonomy. That $5 billion deal wasn't about autonomy at all. Without a partner how does Rivian get any leverage on its autonomy spend"  
[X Link](https://x.com/TravisHoium/status/1959988440587722979)  2025-08-25T14:37Z [----] followers, [---] engagements


"@dare_darr3n @hamids @RJScaringe Here's the Uber/VW announcement. https://investor.uber.com/news-events/news/press-release-details/2025/Volkswagen-and-Uber-Launch-Long-Term-Strategic-Partnership-to-Deploy-Autonomous-ID--Buzz-Vehicles-on-the-Uber-Platform/default.aspx https://investor.uber.com/news-events/news/press-release-details/2025/Volkswagen-and-Uber-Launch-Long-Term-Strategic-Partnership-to-Deploy-Autonomous-ID--Buzz-Vehicles-on-the-Uber-Platform/default.aspx"  
[X Link](https://x.com/TravisHoium/status/1959989270162415765)  2025-08-25T14:40Z [----] followers, [--] engagements


"Google keeps winning. Take the easy money. $GOOG"  
[X Link](https://x.com/TravisHoium/status/1960171615632679302)  2025-08-26T02:45Z [----] followers, [---] engagements


"Controversial take based on FACTS People don't care about EVs. $TSLA $RIVN $LCID"  
[X Link](https://x.com/TravisHoium/status/1960340938229698789)  2025-08-26T13:57Z [----] followers, [----] engagements


"Drove through Wisconsin last week. LOTS of new Tahoes Suburbans and Silverados. Single digit Rivian Tesla and Lucids combined. Controversial take based on FACTS People don't care about EVs. $TSLA $RIVN $LCID https://t.co/gKt69DbA3c Controversial take based on FACTS People don't care about EVs. $TSLA $RIVN $LCID https://t.co/gKt69DbA3c"  
[X Link](https://x.com/TravisHoium/status/1960467938227401125)  2025-08-26T22:22Z [----] followers, [----] engagements


"Google keeps shipping products I can see myself using. ChatGPT seems more like AI for techies and Gemini is AI for normies. May be wrong but don't underestimate $GOOG. Our new native image generation and editing is state-of-the-art and ranked #1 in the world. And we're rolling it out for free to everyone today. Youve got the tools. Now go bananas. Ideas & inspiration in the 🧵below. https://t.co/mw7XyG5nes Our new native image generation and editing is state-of-the-art and ranked #1 in the world. And we're rolling it out for free to everyone today. Youve got the tools. Now go bananas. Ideas &"  
[X Link](https://x.com/TravisHoium/status/1960698896830656654)  2025-08-27T13:40Z [----] followers, [----] engagements


"This is the same argument I've been hearing for years. Anecdote but my wife hated the Rivian test drive. I'm simply pointing out that for most people space and price beats anything EVs offer. And that's showing up in the numbers. If there was a Tahoe size EV for the same price maybe that changes. But for now that product doesn't exist. And the bigger problem is the subsidies going away will make the EV trend worse. $11000 with the tax credit and EV credit sales lost this year alone. In Illinois the EVs you mention are helped by a $4k credit so $15k in subsidies per vehicle"  
[X Link](https://x.com/TravisHoium/status/1960699994979127619)  2025-08-27T13:44Z [----] followers, [--] engagements


"@JRogrow Just copy pasted your post into Airbnb and this came up first. Some pretty sweet options"  
[X Link](https://x.com/TravisHoium/status/1960752687663997430)  2025-08-27T17:14Z [----] followers, [---] engagements


"IMO portfolio diversification is more about psychology than math. If you own [--] 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/1961066369878774073)  2025-08-28T14:00Z [----] followers, [----] engagements


"$NVDA I've seen a lot of chatter about NVIDIA's free cash flow falling while net income continues to rise. Companies CAN game accounting rules and this is often a 🚩 BUT we should know what's going on. [--]. There was a $5.7 billion jump in receivables or orders shipped but not yet paid for. Probably nothing but worth watching. [--]. There was a $3.6 billion increase in inventory. This is concerning since "demand outstrips supply" but it could also be work in progress inventory given NVIDIA building more systems. TBD what's going on but this was an outlier so worth watching. [--]. Change in accrued"  
[X Link](https://x.com/TravisHoium/status/1961171882654208063)  2025-08-28T20:59Z [----] followers, [---] engagements


"@JRogrow Wouldnt mind a Jackson Hole ranch"  
[X Link](https://x.com/TravisHoium/status/1961751658116870196)  2025-08-30T11:23Z [----] followers, [---] engagements


"Everyone should have investing frameworks. My frameworks help save me from my biggest investing mistakes like selling $CMG in [----] selling $AAPL in [----] and selling $MSFT in [----]. Do you sense a theme https://asymmetric-investing.beehiiv.com/p/asymmetric-investing-frameworks https://asymmetric-investing.beehiiv.com/p/asymmetric-investing-frameworks"  
[X Link](https://x.com/TravisHoium/status/1962123338957902047)  2025-08-31T12:00Z [----] followers, [---] engagements


"@TSOH_Investing None of this changes the fact that supply has lost its power in the market. And thats Kraft Heinz General Mills Budweiser etc real challenge"  
[X Link](https://x.com/TravisHoium/status/1962848071135506805)  2025-09-02T12:00Z [----] followers, [---] engagements


"The two "no-brainer" stocks right now are Uber and Alphabet. $UBER $GOOG How do they lose the next [--] years"  
[X Link](https://x.com/TravisHoium/status/1962955828538802621)  2025-09-02T19:08Z [----] followers, [----] engagements


"Why doesn't Doordash $DASH buy Lyft $LYFT They could have Uber-like synergies among drivers users and eventually autonomous fleets. Doordash has a market cap of $105 billion and trades for 8.6x sales. Lyft is worth $5.6 billion net of cash and trades for 0.9x sales"  
[X Link](https://x.com/TravisHoium/status/1962965551291982263)  2025-09-02T19:47Z [----] followers, [----] engagements


"With sports betting proliferating as futures on platforms like Robinhood why isnt DraftKings a zero"  
[X Link](https://x.com/TravisHoium/status/1963005219467600211)  2025-09-02T22:24Z [----] followers, [----] engagements


"I don't think we're talking enough about how disruptive prediction markets will be to online sports betting"  
[X Link](https://x.com/TravisHoium/status/1963679046941753719)  2025-09-04T19:02Z [----] followers, [---] engagements


"@InvestWithTrev Video coming tomorrow. Basically almost every bet pays out more on prediction markets than sports betting apps"  
[X Link](https://x.com/TravisHoium/status/1963690607706018066)  2025-09-04T19:48Z [----] followers, [--] engagements


"Investing Over-Simplified If you can explain how the stocks you own will grow earnings AND benefit from multiple expansion you are [--] steps ahead of most investors"  
[X Link](https://x.com/TravisHoium/status/1963965507821859279)  2025-09-05T14:00Z [----] followers, [---] engagements


""Volatility is the price of admission. The prize inside is superior long-term returns." - @morganhousel"  
[X Link](https://x.com/TravisHoium/status/1963995688083034456)  2025-09-05T16:00Z [----] followers, [---] engagements


"If you like this tweet you will love my exclusive emails for my subscribers. Join here: https://asymmetric-investing.beehiiv.com/subscribe https://asymmetric-investing.beehiiv.com/subscribe"  
[X Link](https://x.com/TravisHoium/status/1964010862017913255)  2025-09-05T17:00Z [----] followers, [---] engagements


"@morganhousel I'm building a market-beating portfolio IN PUBLIC with new buys EVERY MONTH. Find out what I own here: https://asymmetric-investing.beehiiv.com/p/asymmetric-investing-portfolio https://asymmetric-investing.beehiiv.com/p/asymmetric-investing-portfolio"  
[X Link](https://x.com/TravisHoium/status/1964010884465930509)  2025-09-05T17:00Z [----] followers, [---] engagements


"Why Doordash $DASH Should Buy Lyft $LYFT **Premium Update** https://asymmetric-investing.beehiiv.com/p/why-doordash-should-buy-lyft https://asymmetric-investing.beehiiv.com/p/why-doordash-should-buy-lyft"  
[X Link](https://x.com/TravisHoium/status/1964170904147030197)  2025-09-06T03:36Z [----] followers, [---] engagements


"On the internet the power goes to the company people CHOOSE to interact with every day. $NFLX in streaming $GOOG in search/mail $AAPL in hardware $UBER in ride-sharing $AMZN in retail $INTU for taxes Moats don't look like they did in the 80s and 90s"  
[X Link](https://x.com/TravisHoium/status/1964660077496811900)  2025-09-07T12:00Z [----] followers, [----] engagements


"Robinhood's Underestimated Growth Market https://asymmetric-investing.beehiiv.com/p/robinhood-s-underestimated-growth-market https://asymmetric-investing.beehiiv.com/p/robinhood-s-underestimated-growth-market"  
[X Link](https://x.com/TravisHoium/status/1964904982135836905)  2025-09-08T04:13Z [----] followers, [---] engagements


"$OCTO This after announcing a Worldcoin treasury strategy. This is [----] but the scams are crypto reserve ponzis rather than SPACs"  
[X Link](https://x.com/TravisHoium/status/1965050159454413124)  2025-09-08T13:50Z [----] followers, [---] engagements


"The Special Situation Portfolio is also up 2.1% because of $ASTS's drop. These are all short positions used as a hedge on hype in the market and Asymmetric Portfolio. https://asymmetric-investing.beehiiv.com/p/special-situation-i-m-shorting-hype-6cca The Asymmetric Portfolio is up 2.25% today compared to 0.19% for the S&P [---]. This performance is expected from time to time but I have NO IDEA when it's going to happen. That's why I keep it simple: BUY and HOLD 10x stocks. https://t.co/iGxDC21vK1 https://asymmetric-investing.beehiiv.com/p/special-situation-i-m-shorting-hype-6cca The Asymmetric"  
[X Link](https://x.com/TravisHoium/status/1965057140114309347)  2025-09-08T14:18Z [----] followers, [---] 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/1965082838790815867)  2025-09-08T16:00Z [----] followers, [----] engagements


"$LYFT Lyft is quietly on a tear. Multiple expansion doesnt make headlines but it makes money"  
[X Link](https://x.com/TravisHoium/status/1965125238662070453)  2025-09-08T18:49Z [----] followers, [----] engagements


"In March [----] Rivian had [------] units of backlog. In [--] quarters since then Rivian has produced [------] vehicles. That's poor demand + poor execution and I expect nothing different from the R2 launch. $RIVN"  
[X Link](https://x.com/TravisHoium/status/1965419190166454561)  2025-09-09T14:17Z [----] followers, [---] engagements


"@PatrickMoorhead Do you charge it every night A Garmin lasts for weeks so you can actually get sleep data. Couldnt stand constantly taking my watch off to charge"  
[X Link](https://x.com/TravisHoium/status/1965771650470949332)  2025-09-10T13:37Z [----] followers, [--] engagements


"Lyft is as well positioned as anyone to win in autonomy and this is the kind of expansion we should expect to see on a regular cadence in the next few years. The future of rideshare is arriving in Atlanta and it looks surprisingly human. Today Lyft and @May_Mobility rolled out their first autonomous vehicle pilot to the public bringing cutting-edge AV technology to this major U.S. city. Learn more here: https://t.co/fe4RPdVdTd The future of rideshare is arriving in Atlanta and it looks surprisingly human. Today Lyft and @May_Mobility rolled out their first autonomous vehicle pilot to the"  
[X Link](https://x.com/TravisHoium/status/1965783982160875810)  2025-09-10T14:26Z [----] followers, [---] engagements


"What's the case for and against $TTD"  
[X Link](https://x.com/TravisHoium/status/1965797390641975423)  2025-09-10T15:19Z [----] followers, [----] engagements


"$ORCL A $300 billion deal with OpenAI is like my 8-year-old promising to clean his room. Maybe it happens. But it probably won't"  
[X Link](https://x.com/TravisHoium/status/1965850004716925408)  2025-09-10T18:48Z [----] followers, [---] engagements


"If you want to know what I own in the Asymmetric Portfolio here is: Every stock Every trade Every position Up-to-date performance Full transparency https://asymmetric-investing.beehiiv.com/p/asymmetric-investing-portfolio https://asymmetric-investing.beehiiv.com/p/asymmetric-investing-portfolio"  
[X Link](https://x.com/TravisHoium/status/1967196766849155433)  2025-09-14T12:00Z [----] followers, [---] engagements


"I write more than [---] characters here: https://asymmetric-investing.beehiiv.com/subscribe https://asymmetric-investing.beehiiv.com/subscribe"  
[X Link](https://x.com/TravisHoium/status/1967287445466059122)  2025-09-14T18:00Z [----] followers, [---] engagements


"@JimPGillies Is it [----] or 1999"  
[X Link](https://x.com/TravisHoium/status/1967555390037729747)  2025-09-15T11:45Z [----] followers, [---] engagements


"There's so much demand for AI compute that $NVIDIA has to give customers a guarantee that there's demand for AI compute. Logically this makes no sense. NVIDIA is now selling chips on consignment. NVIDIA is now selling chips on consignment"  
[X Link](https://x.com/TravisHoium/status/1967631174593110046)  2025-09-15T16:46Z [----] followers, [----] engagements


"@ProShopGuyMF1 Being all-in NVIDIA doesnt make you Switzerland. It makes you an arm of NVIDIA 100% dependent for better or worse. It makes you Taiwan. To destroy the analogy even more it ensures you will have less capacity because everyone else gets NVIDIA + internal ASICS + AMD/et al"  
[X Link](https://x.com/TravisHoium/status/1967649537000153598)  2025-09-15T17:59Z [----] followers, [--] engagements


"$LYFT Shares are up 39% since August [--] but could easily rise another 300%+ before matching the P/S multiples of comparable companies"  
[X Link](https://x.com/TravisHoium/status/1967677669098631661)  2025-09-15T19:51Z [----] followers, [----] engagements


"IMO portfolio diversification is more about psychology than math. If you own [--] 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/1967951738331103264)  2025-09-16T14:00Z [----] followers, [---] engagements


"$LYFT Its happening Been loading up on Lyft for [--] months and the market seems to finally see the value and potential"  
[X Link](https://x.com/TravisHoium/status/1968298733382275257)  2025-09-17T12:59Z [----] followers, [----] engagements


"$LYFT Waymo will be on the Lyft network in Nashville in [----] but the bigger news is that Flexdrive (Lyft's subsidiary) will manage the vehicles. Supply deals like this will be replicated all across the country as autonomy commoditizes. Long $LYFT"  
[X Link](https://x.com/TravisHoium/status/1968309970912383255)  2025-09-17T13:44Z [----] followers, [----] engagements


"Every company with a cool product that can IPO in [----] is going to IPO. But remember: Great Product Features Dont Make Good Businesses"  
[X Link](https://x.com/TravisHoium/status/1968380518757793998)  2025-09-17T18:24Z [----] followers, [---] engagements


"Quick reminder: The Fed CAN'T lower your mortgage rate The Fed CAN'T cut auto borrowing costs The Fed CAN'T make it cheaper for businesses to borrow The MARKET sets the rates that matter and the MARKET said "NO" to lower rates"  
[X Link](https://x.com/TravisHoium/status/1968680151857652059)  2025-09-18T14:14Z [----] followers, [---] engagements


"Update: Im an even better investor than I was [--] hours ago. I am such a good investor today. I am such a good investor today"  
[X Link](https://x.com/TravisHoium/status/1968723189900406971)  2025-09-18T17:06Z [----] followers, [---] engagements


"$GOOG Google is leaning into AI within Chrome. This will include AI shopping (announced yesterday). I don't know how OpenAI breaks this moat"  
[X Link](https://x.com/TravisHoium/status/1968741466865361377)  2025-09-18T18:18Z [----] followers, [---] engagements


"Amazing showrooms. Amazing demos. Still only [-----] units of demand and cant make money selling vehicles. Priorities matter. Off-road in downtown Chicago The Electric Joyride course is built from recycled asphalt and features [--] obstacles including an [--] ft hill climb at [--] slope [--] Kick Turn and more. 📍401 North Michigan Ave 🗓 September 19-21 🕙 10am-6pm 🔗 https://t.co/EqwDGNy3ED https://t.co/6bQYIgaO2F Off-road in downtown Chicago The Electric Joyride course is built from recycled asphalt and features [--] obstacles including an [--] ft hill climb at [--] slope [--] Kick Turn and more. 📍401 North"  
[X Link](https://x.com/TravisHoium/status/1968838178359390333)  2025-09-19T00:42Z [----] followers, [----] engagements


"$LYFT There's a big opportunity ahead for Lyft and this week showed how the company could become a 10x stock. https://asymmetric-investing.beehiiv.com/p/lyft-stock-soars-there-s-more-ahead https://asymmetric-investing.beehiiv.com/p/lyft-stock-soars-there-s-more-ahead"  
[X Link](https://x.com/TravisHoium/status/1969000606426657087)  2025-09-19T11:28Z [----] followers, [----] engagements


"If youre looking for short ideas this is a great place to start. TOP [--] FAVORITE NAMES TRADING UNDER $10 [--]. $EOSE Eos Energy [--]. $NVTS Navitas [--]. $PRME Prime Medicine [--]. $ACHR Archer Aviation [--]. $ONDS Ondas [--]. $GRAB Grab [--]. $RXRX Recursion [--]. $ENVX Enovix [--]. $RR Richtech Robotics [--]. $INDI indie Semiconductor TOP [--] FAVORITE NAMES TRADING UNDER $10 [--]. $EOSE Eos Energy [--]. $NVTS Navitas [--]. $PRME Prime Medicine [--]. $ACHR Archer Aviation [--]. $ONDS Ondas [--]. $GRAB Grab [--]. $RXRX Recursion [--]. $ENVX Enovix [--]. $RR Richtech Robotics [--]. $INDI indie Semiconductor"  
[X Link](https://x.com/TravisHoium/status/1969575189475139858)  2025-09-21T01:31Z [----] followers, [----] engagements


"On the internet the power goes to the company people CHOOSE to interact with every day. $NFLX in streaming $GOOG in search/mail $AAPL in hardware $UBER in ride-sharing $AMZN in retail $INTU for taxes Moats don't look like they did in the 80s and 90s"  
[X Link](https://x.com/TravisHoium/status/1970156285917053328)  2025-09-22T16:00Z [----] followers, [----] engagements


"@mvo_guy_travis It's sarcasm. $PLUG is one of the scammiest of the scam stocks on the market. But there's always a new generation of investors for Andy Marsh to scam"  
[X Link](https://x.com/TravisHoium/status/1970185122684018811)  2025-09-22T17:55Z [----] followers, [----] engagements


"$PLUG Zoom out. Always zoom out"  
[X Link](https://x.com/TravisHoium/status/1970500411535528118)  2025-09-23T14:48Z [----] followers, [---] engagements


"Has anyone thought through what happens if OpenAI actually figures out superintelligence as their $400+ billion in spending would indicate"  
[X Link](https://x.com/TravisHoium/status/1970508328993264028)  2025-09-23T15:19Z [----] followers, [---] engagements


"@Kiwi_Investor I still get them. Owned by Unilever now"  
[X Link](https://x.com/TravisHoium/status/1970805043218862319)  2025-09-24T10:58Z [----] followers, [--] engagements


"Its important right now to understand the fundamentals of the companies you own. NOT the STORY the FUNDAMENTALS How do they make money Is the balance sheet solid Is there pricing power What happens if demand drops 10% 30% 50% If you dont know dont invest"  
[X Link](https://x.com/TravisHoium/status/1971214663078838359)  2025-09-25T14:06Z [----] followers, [---] engagements


"I hate to be a stickler for details but how exactly is Oracle going to afford Tiktok & $300 billion in data centers The balance sheet is a mess already $ORCL Oracle $ORCL Silver Lake & MGX will be main investors in TikToks U.S. business Those three entities will control roughly 45% of TikTok USA - CNBC's David Faber Oracle $ORCL Silver Lake & MGX will be main investors in TikToks U.S. business Those three entities will control roughly 45% of TikTok USA - CNBC's David Faber"  
[X Link](https://x.com/TravisHoium/status/1971274648290721936)  2025-09-25T18:04Z [----] followers, [--] engagements


"$LYFT Don't forget Lyft has a phenomenal balance sheet. Could come in handy as companies experiment with AV business models"  
[X Link](https://x.com/TravisHoium/status/1971289226864890317)  2025-09-25T19:02Z [----] followers, [----] engagements


"Sentiment is correlated with a stock's price. If you want to beat the market buy great companies when the sentiment around them is bad"  
[X Link](https://x.com/TravisHoium/status/1972662788179857767)  2025-09-29T14:00Z [----] followers, [---] 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](https://x.com/TravisHoium/status/1972663243572162968)  2025-09-29T14:02Z [----] followers, [----] engagements


"Everyone should have investing frameworks. My frameworks help save me from my biggest investing mistakes like selling $CMG in [----] selling $AAPL in [----] and selling $MSFT in [----]. Do you sense a theme https://asymmetric-investing.beehiiv.com/p/asymmetric-investing-frameworks https://asymmetric-investing.beehiiv.com/p/asymmetric-investing-frameworks"  
[X Link](https://x.com/TravisHoium/status/1972692983288885585)  2025-09-29T16:00Z [----] followers, [---] engagements


"Who is affected by this My early thoughts: 👍 $SHOP arming small merchants who can leverage ChatGPT shopping to find customers 👎 $META used to be the discovery mechanism for $SHOP shops 👎 $AMZN what if you don't have to go to Amazon to shop Ad revenue drops and ads are where Amazon's retail profit comes from ❓ $GOOG similar ad model to $META but also has distribution with Chrome Android search Gemini so could easily build a similar/better shopping experience. ChatGPT already helps millions of people find what to buy. Now it can help them buy it too. Were introducing Instant Checkout in"  
[X Link](https://x.com/TravisHoium/status/1972739847694540855)  2025-09-29T19:06Z [----] followers, [----] engagements


"Spotify has graduated. It does seem like the perfect time for a new CEO (or 2) to come in and build the next phase. Congratulations to Daniel. $SPOT An update from me 👇 https://t.co/xc0w3BWWAO An update from me 👇 https://t.co/xc0w3BWWAO"  
[X Link](https://x.com/TravisHoium/status/1973015173675020597)  2025-09-30T13:20Z [----] followers, [----] engagements


"Happy EV Peak Sales Day for those who celebrate. $TSLA $RIVN"  
[X Link](https://x.com/TravisHoium/status/1973038476334338494)  2025-09-30T14:53Z [----] followers, [---] engagements


"Well $ONON got more of my money. Now we need my stock gains to pay for these bad boys"  
[X Link](https://x.com/TravisHoium/status/1973040974139175087)  2025-09-30T15:03Z [----] followers, [----] engagements


"$ORCL The question is how does Oracle pay for all of that capex"  
[X Link](https://x.com/TravisHoium/status/1973041997247045720)  2025-09-30T15:07Z [----] followers, [----] engagements


"I'm building a market-beating portfolio IN PUBLIC with new buys EVERY MONTH. Find out what I own here: https://asymmetric-investing.beehiiv.com/p/asymmetric-investing-portfolio https://asymmetric-investing.beehiiv.com/p/asymmetric-investing-portfolio"  
[X Link](https://x.com/TravisHoium/status/1973108276536524804)  2025-09-30T19:30Z [----] followers, [---] engagements


"@dvassallo An accounting AI cant come soon enough"  
[X Link](https://x.com/TravisHoium/status/1973477917767389508)  2025-10-01T19:59Z [----] followers, [---] engagements


"IMO portfolio diversification is more about psychology than math. If you own [--] 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/1973749943803240921)  2025-10-02T14:00Z [----] followers, [---] engagements


"I've been consuming a lot of interviews with smart people in AI. Every time I end up thinking "Owning $GOOG is the best bet AND it comes with the lowest risk." I'm going to keep it simple"  
[X Link](https://x.com/TravisHoium/status/1973771693073260736)  2025-10-02T15:26Z [----] followers, [---] engagements


"$LYFT This seems odd. @unusual_whales"  
[X Link](https://x.com/TravisHoium/status/1973818327484273012)  2025-10-02T18:32Z [----] followers, [----] engagements


"@dorse054 @dylan522p @patrick_oshag What are a million Google engineers doing Thats my point. This all has to pay off with real dollars. Lots of smart people are only valuable if they are doing something productive"  
[X Link](https://x.com/TravisHoium/status/1973909708244193315)  2025-10-03T00:35Z [----] followers, [--] engagements


"Is AI content the future of media Or does our humanity matter https://asymmetric-investing.beehiiv.com/p/does-our-humanity-matter https://asymmetric-investing.beehiiv.com/p/does-our-humanity-matter"  
[X Link](https://x.com/TravisHoium/status/1974213666577793079)  2025-10-03T20:43Z [----] followers, [---] engagements


"The infinite money glitch continues and we (the market) are paying for it. $AMD giving OpenAI 10% of its stock (worth roughly $35bn pre-market) so OpenAI can buy [--] GW of AMD chips over the next few years. Stock +27% pre-market. I give you stock you give me money my stock goes up. Everyone gets rich. The circular AI economy powers on. https://t.co/FHoXJW0Ttx $AMD giving OpenAI 10% of its stock (worth roughly $35bn pre-market) so OpenAI can buy [--] GW of AMD chips over the next few years. Stock +27% pre-market. I give you stock you give me money my stock goes up. Everyone gets rich. The circular"  
[X Link](https://x.com/TravisHoium/status/1975161330022687113)  2025-10-06T11:28Z [----] followers, [----] engagements


"Isnt this an IP nightmare waiting to happen for OpenAI"  
[X Link](https://x.com/TravisHoium/status/1975208874061021378)  2025-10-06T14:37Z [----] followers, [----] engagements


"The AI Buildout Is Being Driven By Companies Spending Money They Don't Have NVIDIA Oracle and AMD have all signed MASSIVE deals to spend money they don't have. Let's go through who REALLY controls the future of AI"  
[X Link](https://x.com/TravisHoium/status/1975238167616795062)  2025-10-06T16:34Z [----] followers, [----] engagements


"$NVDA Investing $100 billion in OpenAI.except NVIDIA doesn't have $100 billion. NVIDIA currently has about $57 billion in cash and generates $72 billion in cash per year. Can get the $100B but doesn't have it now"  
[X Link](https://x.com/TravisHoium/status/1975238176676466980)  2025-10-06T16:34Z [----] followers, [---] engagements


"$ORCL Oracle is the hottest name in AI but it's building data centers with debt With relatively little cash flow to pay for capex Oracle's bet is a risky one"  
[X Link](https://x.com/TravisHoium/status/1975238186134630474)  2025-10-06T16:34Z [----] followers, [---] engagements


"#AMD Gave OpenAI $34 billion in stock to buy its GPUs. Funding purchases not with its balance sheet but its market cap. Everything is fine"  
[X Link](https://x.com/TravisHoium/status/1975238196100293119)  2025-10-06T16:34Z [----] followers, [---] engagements


"Who could pay for these GPUs $GOOG $MSFT and $META. But they're funding the buildout with cash flow and have extra leftover if need be. They'll be there to pick up the pieces if/when this all goes belly up"  
[X Link](https://x.com/TravisHoium/status/1975238205612937489)  2025-10-06T16:34Z [----] followers, [---] engagements


"In March I published a 2-part "State of the Portfolio" series. The concept is simple. Take a step back and look at each company's valuation balance sheet and operating metrics. I'm repeating the series later this week for premium members. https://asymmetric-investing.beehiiv.com/p/state-of-the-portfolio-part-1 https://asymmetric-investing.beehiiv.com/p/state-of-the-portfolio-part-1"  
[X Link](https://x.com/TravisHoium/status/1975246259326746651)  2025-10-06T17:06Z [----] followers, [---] engagements


"ChatGPT compared the NVIDIA/OpenAI/Oracle/CoreWeave deals to Enron [--] times. Everything is fine. Chatting last night with leading AI model about noteworthy business practices over the past few years. Notice I mention no company names nor any industries. Wanted to leverage AI to get "most intelligent" view of the situation. Here is the output: https://t.co/6xyFqlqGE9 Chatting last night with leading AI model about noteworthy business practices over the past few years. Notice I mention no company names nor any industries. Wanted to leverage AI to get "most intelligent" view of the situation."  
[X Link](https://x.com/TravisHoium/status/1975250698137915565)  2025-10-06T17:23Z [----] followers, [---] engagements


"I can't help but think the biggest loser here is $AMZN. Amazon's moat is people going to Amazon. Their money is made from third-party suppliers paying for placement in search results. What happens when customers go elsewhere and suppliers have a different/better option"  
[X Link](https://x.com/TravisHoium/status/1975293791918776451)  2025-10-06T20:15Z [----] followers, [---] 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](https://x.com/TravisHoium/status/1975559025501536670)  2025-10-07T13:49Z [----] followers, [----] engagements


"On the internet the power goes to the company people CHOOSE to interact with every day. $NFLX in streaming $GOOG in search/mail $AAPL in hardware $UBER in ride-sharing $AMZN in retail $INTU for taxes Moats don't look like they did in the 80s and 90s"  
[X Link](https://x.com/TravisHoium/status/1975592074163458389)  2025-10-07T16:00Z [----] followers, [---] engagements


"@7Innovator This is so obvious. Its a bet on OpenAIyada yada 🚀"  
[X Link](https://x.com/TravisHoium/status/1975631568195756330)  2025-10-07T18:37Z [----] followers, [---] engagements


"The $TSLA Modey Y is now $5000 more expensive than a similar range Chevy Equinox EV. I know some don't think people would buy a Chevy EV but Equinox EV sales were up 157% Y/Y to [-----] units. Price matters and Tesla isn't the leader anymore"  
[X Link](https://x.com/TravisHoium/status/1975641539087896995)  2025-10-07T19:17Z [----] followers, [---] engagements


"@deredleritt3r I think youre making my point. SPV/SPEs arent needed if the ROI is straightforward and the asset belongs on balance sheet. The more complicated the structure the higher the risk. See Enron SunEdison Caesars under PE etc"  
[X Link](https://x.com/TravisHoium/status/1975940364675735669)  2025-10-08T15:04Z [----] followers, [--] 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/1975954482614636760)  2025-10-08T16:00Z [----] followers, [----] engagements


"How do you find great investment ideas [--]. Take your spouse's credit card statement [--]. Rank by $ spent and # of line items Go through the list from top to bottom. There's at least one great idea in the Top [--] and a hidden gem near the bottom"  
[X Link](https://x.com/TravisHoium/status/1976286665254527170)  2025-10-09T14:00Z [----] followers, [----] engagements


"@ProShopGuyMF1 So no new device needed An app on the phone is enough to be a paradigm shift"  
[X Link](https://x.com/TravisHoium/status/1976362315764335032)  2025-10-09T19:01Z [----] followers, [--] engagements


"$HIMS continues to be cheap too. Revenue growth of nearly 90% over the past year and yet trading for 6.5x sales $PLTR by comparison grew revenue 39% over the past year and is trading for 124x sales. What is the #1 position in the Asymmetric Portfolio on @JoinAutopilot_ Link 👇 if youre interested. https://t.co/u2ofzymgrH What is the #1 position in the Asymmetric Portfolio on @JoinAutopilot_ Link 👇 if youre interested. https://t.co/u2ofzymgrH"  
[X Link](https://x.com/TravisHoium/status/1978540728704713106)  2025-10-15T19:17Z [----] followers, [----] engagements


"If you love the opportunity for companies streaming video ($NFLX $AMZN) look at their profits vs. the profit of content owners ($DIS $TWX)"  
[X Link](https://x.com/TravisHoium/status/347352932246749186)  2013-06-19T13:59Z [----] followers, [--] engagements


"Elon Musk is a master at market hype. Never built a profitable company (yet) but created incredible buzz by talking about big ideas"  
[X Link](https://x.com/TravisHoium/status/478948151349354496)  2014-06-17T17:11Z [----] followers, [--] engagements


"After a full strategic review @mollycchester and I have decided to spin off our growth assets. He will trade on the pink sheets under $THEO"  
[X Link](https://x.com/TravisHoium/status/851421611307741186)  2017-04-10T13:08Z [----] followers, [--] engagements

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