Creator Post Archive
Asymmetric Investing by Travis Hoium
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Sep 10, 2026
Is AVAV a Buy? My Honest Take on the Recent Earnings
Aervironment (AVAV) reported earnings with 6% revenue growth, a significant slowdown from previous periods. While the backlog increased, margins remain low and profitability is a concern. The stock is trading at a high multiple relative to its demonstrated growth, leading to a significant year-to-date drawdown. The creator views the stock as expensive for its current growth rate.
Sep 3, 2026
4 Insanely Cheap Stocks to Buy Now
The creator identifies four undervalued stocks: Adobe, MGM Resorts, Dick Sporting Goods, and Lyft, arguing that the market is overlooking long-term opportunities due to short-term challenges. The S&P 500 is noted as expensive, making these specific stock picks attractive despite broader market conditions. The creator highlights Adobe's compelling valuation, driven by uncertainty around its new CEO and leadership changes, with strong revenue growth and reasonable multiples.
Sep 3, 2026
My Top Stock For September 2026
The creator discusses Joby Aviation (JOBY) as their top stock pick for September 2026, highlighting its potential in the air taxi market despite a significant year-to-date stock decline. The company is developing electric vertical takeoff and landing (eVTOL) aircraft, with initial revenue generated from its Blade acquisition. While currently pre-revenue and unprofitable, the creator sees long-term growth potential and mentions upcoming milestones like the first EIP program flights.
Sep 1, 2026
The Hims & Hers Australia Strategy: Why It Matters for Investors
The creator discusses Hims & Hers' (HIMS) international expansion strategy, specifically its rebranding in Australia. They highlight the company's potential for global growth and its unified brand approach, comparing it to tech giants like Netflix and Google. The creator also mentions buying HIMS opportunistically when shares were down 50% and notes the company's strong revenue growth outlook.
Aug 19, 2026
4 Incredible Stocks I Love Today
The creator discusses four stocks he loves for long-term compounding growth, focusing on companies outside the popular AI trade that the market might be overlooking. He highlights Hims and Hers as his biggest position, noting its recent volatility but positive momentum driven by new agreements and a reconfigured weight loss business, positioning the company as a healthcare aggregator.
Aug 18, 2026
Robinhood's Two-Sided Marketplace: A Genius Move?
Robinhood is expanding beyond its trading platform by integrating registered investment advisors (RIAs) onto its app, a move that could significantly disrupt the finance industry. This expansion, facilitated by the acquisition of Trade PMR, aims to create a two-sided marketplace connecting millions of investors with advisors directly within the Robinhood app. Despite the stock being considered expensive, the creator remains bullish on Robinhood's future prospects due to this strategic shift.
Aug 14, 2026
Is On Heading For Disaster?
The creator discusses On Holding's recent stock performance, which has declined significantly due to reduced revenue growth guidance and a disappointing quarterly report. The discussion contrasts On Holding's strategy of maintaining premium pricing and margins with the cautionary tales of Nike and Lululemon, whose margins declined as their growth slowed. Despite slowing growth, On Holding has maintained high gross margins, though operating margins are still lower than Lululemon's, attributed to investments in sales, marketing, and R&D.
Aug 11, 2026
Hims & Hers DOWN 7%: Is This a Disaster? | $HIMS
Hims & Hers reported earnings, showing strong long-term growth potential despite short-term investor concerns about profitability. The company is focusing on customer acquisition through acquisitions, which is impacting margins but driving significant revenue growth. The creator views HIMS as a long-term aggregator in healthcare and a major holding in their portfolio.
Aug 8, 2026
The Undercover Healthcare AI Giant
The creator discusses Hims & Hers' integration of AI into its healthcare services, particularly through the HERS app. A new feature includes a smart scale with weight loss subscriptions to enhance data collection for AI and doctors, aiming to personalize care and improve treatment outcomes. The creator highlights this as a significant step for Hims & Hers in becoming an AI-driven healthcare company.
Aug 3, 2026
My Top Stock to Buy in August 2026 | $SOFI
The creator identifies SoFi as their top stock pick for August 2026, highlighting its long-term potential despite recent market reactions to its earnings. The analysis focuses on SoFi's digital-first banking model, revenue growth, and segment performance, particularly in lending and its technology platform. The creator also touches on valuation, noting a pullback in share price has created better value.
Jul 30, 2026
Is SoFi Stock a Buy Today?
SoFi stock experienced an 8% drop following its earnings report, primarily due to management not increasing 2026 earnings guidance and anticipating potential rate hikes. Despite these headwinds, the company's long-term prospects are viewed positively, with its price-to-book value now appearing more attractive. The creator highlights SoFi's strong growth rate, operating leverage, and positive trends in its lending and financial services segments, while acknowledging challenges in the technology platform business.
Jul 29, 2026
Hims & Hers Stock ALERT! -- Everything You Need to Know
The creator discusses Hims & Hers (HIMS) stock, which is down due to an FTC lawsuit. He argues that this lawsuit is a "nothing burger" long-term and a sign that the company is winning against big pharma. He highlights HIMS's strong growth and subscriber numbers, suggesting the stock is undervalued based on its enterprise value to sales multiple relative to its growth rate. He also notes that the lawsuit's key points were previously disclosed to investors.
Jul 28, 2026
Why Zeta Global Stock Popped After $1 Billion Deal | $ZETA
Zeta Global's stock is up following the announcement of a new $1 billion credit facility. This facility will refinance existing debt, lower borrowing costs, and provide flexibility for future actions such as stock buybacks or acquisitions. The company's financial health and growth prospects are discussed in relation to this new debt.
Jul 28, 2026
5 Stocks to Own for 20 Years
The creator identifies five stocks poised for long-term growth over the next 20 years, emphasizing companies with strong revenue compounding potential, industry tailwinds, market leadership, operating leverage, and good valuations. The first stock discussed is Uber, highlighting its growth, operating profit, user base, and strategic positioning in autonomous vehicles.
Jul 24, 2026
1 Incredible Value Stock Hiding in Plain Sight
The creator highlights General Motors (GM) as an undervalued stock, trading at six times forward earnings. The company is described as a "money printing" business with a wide moat in profitable vehicles, strong free cash flow, and a significant share buyback program. Despite not being a high-growth company, GM is expected to show consistent cash flow and has pricing power, making it an attractive value investment.
Jul 23, 2026
Hims & Hers Stock Pops 13% on Peptide News
Hims & Hers stock saw a significant jump following news that the FDA is considering allowing certain peptides, including BPC 157 and KPV, to be compounded and prescribed. This development could be a substantial tailwind for the company, which is also anticipating a strong earnings report on August 10th. The creator highlights that Hims & Hers is a major position in their portfolio and discusses the company's evolving ecosystem, moving towards integrated data and health insights.
Jul 23, 2026
Oracle's 60% Stock Crash Explained
The creator explains Oracle's significant stock price decline, attributing it to the company's massive capital expenditure commitments for AI build-outs. These expenditures are expected to outpace operating cash flow, necessitating increased debt or equity issuance, which raises concerns about profitability and shareholder dilution.
Jul 20, 2026
Archer Aviation Surges 19% (Here's Why)
Archer Aviation's stock surged 19% following the announcement of a new product developed with Anduril, a hybrid electric eVTOL platform for defense and commercial use. While this deepens their military investment, it raises long-term questions. The company's CEO pushed back commercial aircraft ambitions, now targeting the 2028 LA Olympics for commercial operations. The creator, who owns Joby Aviation, discusses the importance of focus in this space and why Archer is not yet a buy for their portfolio.
Jul 15, 2026
Why Memory Stocks Could Fall 80% Or More!
The creator argues that memory stocks, specifically mentioning Micron and SanDisk, are at risk of significant downside (80% or more) due to unsustainable abnormally high margins. The thesis suggests that current high margins are a temporary phenomenon in a cyclical commodity business, and a low P/E multiple, often seen as positive, could signal long-term disaster if margins revert to historical norms.
Jul 1, 2026
Hims & Hers Stock: Why This Is a 10x Stock
Travis Hoium discusses Hims & Hers (HIMS) as a potential 10x or 100x investment opportunity, comparing it to Netflix in the healthcare sector. He highlights its role as a demand aggregator, growing subscriber base, and differentiation through AI and labs. Hoium emphasizes that HIMS is becoming the preferred choice for consumers seeking control over their healthcare decisions, offering on-demand access, personalized data, and AI-driven solutions.
Jul 1, 2026
My Top Stock to Buy in July
The creator highlights Lyft as a top stock to buy in July due to its attractive valuation, with a forward P/E of 7.7 and P/FCF of 5.3. The company is experiencing mid-teen growth, share buybacks, and positive free cash flow, despite some one-time headwinds. The creator also mentions owning shares of Uber in the same portfolio.
Jun 29, 2026
5 Stocks I Think Could 10x From Here
The creator highlights SoFi as a stock with 10x potential over the next decade, currently trading at a good value. Despite its volatility, SoFi shows steady revenue growth and improving net income, driven primarily by its financial services segment (stock and crypto trading, credit cards) and personal loans, with significant growth in contribution profit.
Jun 24, 2026
3 Hidden AI Revolution Stocks to Buy Now
The creator discusses the AI stock market, noting that many companies have become overvalued. He highlights three "hidden AI plays" that are part of his portfolio, focusing on companies using AI to enhance their existing businesses rather than those solely built on new AI models. The first stock discussed is Zeta Global, which is presented as an attractive AI play with a more reasonable valuation compared to peers like Palantir.
Jun 23, 2026
Why This Zeta Palantir Deal is Bigger Than It Looks
Zeta Global is partnering with Palantir to integrate Zeta's marketing platform onto Palantir's Foundry infrastructure. This collaboration aims to significantly improve Zeta's platform speed and data ingestion, leading to faster algorithm training and a higher return on marketing spend for clients. The creator views this as a substantial positive development for Zeta, which they own, and believes it will help Zeta penetrate Palantir's existing customer base, though the impact on Palantir is expected to be less significant due to its larger size.
Jun 18, 2026
5 Overlooked Stocks to Buy Now
The creator highlights Toast as a stock on his watchlist, noting its reasonable valuation and strong growth potential despite current struggles in the restaurant industry. He details the company's revenue growth, operating leverage, and multiple avenues for future expansion, particularly in its higher-margin subscription services.
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