Creator Post Archive
Asymmetric Investing by Travis Hoium
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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.
Jun 16, 2026
Oracle's MASSIVE Debt Problem
Oracle's stock experienced a nearly 10% drop following its earnings report and announcement of a $40 billion capital raise, with $20 billion from stock sales and $20 billion from debt. The company's substantial existing debt of $120 billion, coupled with exploding capital expenditures for AI infrastructure and a current lack of ROI on these investments, has created a highly leveraged situation. While revenue growth is strong, the significant spending has led to a free cash flow burn, raising concerns about the long-term viability and risk for investors.
Jun 15, 2026
Is Adobe Stock Too Cheap to Pass Up?
The creator discusses Adobe's stock, which has fallen 50% in the past year, trading at a low valuation of 8 times forward earnings and 7.7 times forward free cash flow. Despite strong revenue growth and profitability, concerns about competition and recent CFO departure to Marvell are noted. The creator is considering buying Adobe stock for the long term.
Jun 12, 2026
Market Hype vs. Reality: Avoiding the Next Big Wipeout
The creator discusses the dangers of FOMO (fear of missing out) in the stock market, using Plug Power (PLUG) as a historical example of a stock that has experienced multiple boom-and-bust cycles driven by hype rather than sustainable profitability. The video aims to help investors avoid similar pitfalls by identifying companies with unsustainable growth and lack of profitability.
Jun 10, 2026
3 MASSIVE Reasons to Buy Robinhood Stock | $HOOD
Travis Hoium discusses Robinhood ($HOOD), highlighting significant insider buying totaling over $30 million from a board member and positive May metrics including customer growth and increased assets on the platform. He views these as strong indicators for the stock's long-term potential.
Jun 8, 2026
Duolingo Is On Fire! What's Next?
Despite a tough year, Duolingo's stock has seen a recent recovery, with shares up significantly over the past three months. The creator highlights the company's compelling valuation, with a low enterprise value to sales and price to free cash flow, especially considering its historical revenue growth. While growth has decelerated, the creator remains excited about owning Duolingo shares, anticipating an operational inflection later this year and into 2027.
Jun 8, 2026
1 Insanely Cheap Stock You Want to Buy Before 2027
The creator highlights Uber as an overlooked, "insanely cheap" stock trading at 18 times earnings, with strong growth prospects. Despite market hype around AI and semiconductors, Uber is expected to grow 20%+ annually for the next decade, with its demand aggregation model and increasing user activity (200 million monthly active users, 20% trip growth) being key strengths.
Jun 4, 2026
SoFi Coach: Why This Could Be Their Biggest Launch Yet
The creator discusses SoFi's new AI-powered "SoFi Coach" product, highlighting its potential to disrupt the financial advisory space. He explains how the digital-first approach and integration with SoFi's existing banking services allow for personalized financial planning and goal setting, ultimately enhancing the value of SoFi's ecosystem and subscription services.
Jun 2, 2026
Hims & Hers Just Got a LOT Bigger! | $HIMS
Hims & Hers has officially closed its acquisition of Eucalyptus for $1.15 billion, significantly expanding its international presence in Australia, Japan, the UK, Germany, and Canada. This acquisition is expected to add over $100 million in revenue per quarter in 2026 and potentially boost subscriber numbers by 700,000-800,000, bringing the total close to 4 million by the end of 2026. The deal is seen as a strategic move to strengthen Hims & Hers' position as a healthcare aggregator.
Jun 2, 2026
Why Alphabet Is Raising $80 Billion Right Now
Alphabet is raising $80 billion through a combination of public offerings, mandatory convertible preferred stock, and common stock, with Berkshire Hathaway investing $10 billion. This move is seen as a strategic decision to avoid taking on more debt while funding AI initiatives and employee equity compensation, especially as the stock trades near all-time highs.
Jun 1, 2026
MGM Stock Jumps 16% on Buyout Offer: Everything You Need to Know | $MGM
MGM Resorts (MGM) shares surged 16% following a buyout offer from Barry Diller's IAC (ticker: IAC) for $48.30 per share. However, MGM is already trading above this offer price, suggesting the market sees higher value. The creator questions IAC's ability to finance the acquisition due to its smaller size and existing debt, speculating that the offer might be a tactic to boost IAC's own stock by highlighting the value of its MGM stake.
Jun 1, 2026
The Top Stock I'm Buying In June
The creator is buying Zillow (Z) in June for his Asymmetric portfolio, citing its strong long-term growth potential as a housing aggregator and platform. Despite the stock trading near 5-year lows, its business is performing well, with attractive valuation multiples and accelerating growth. The creator believes Zillow's aggregator model on the demand side and platform model on the supply side for rentals and home buying/selling positions it for significant future upside.
May 29, 2026
Stop Buying Mega-Caps: 5 Asymmetric Bets for 10x Gains | $ONON $HIMS $ZETA $UBER $SOFI
The creator discusses the concept of asymmetric investing, focusing on stocks with limited downside and high potential upside over the next decade. He highlights five specific stocks: On Holdings (ONON), Hims & Hers, Zeta Global, Uber, and SoFi, providing initial analysis on On Holdings, emphasizing its misunderstood position in the market and strong growth metrics despite currency headwinds.
May 26, 2026
Interview: Oscar Health CEO Mark Bertolini
Travis Hoium interviews Oscar Health CEO Mark Bertolini about the company's unique approach to the ACA marketplace. Bertolini highlights Oscar's tech-first, digitally native platform, its use of AI, and how its efficient operations allow for affordable pricing. He contrasts this with traditional insurance models and explains how the ACA's risk adjustment mechanism incentivizes underwriting networks rather than individual members.
May 22, 2026
Oscar Health: AI-Powered Healthcare
Oscar Health is presented as a tech-first, digitally native insurance company with a unique, modern platform and a single data set, enabling efficient AI implementation. They utilize over 40 large language models and three agentic AI bots for member interaction, leading to an efficient and high-quality operating platform that allows for competitive pricing.
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