Creator Post Archive
Asymmetric Investing by Travis Hoium
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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.
May 21, 2026
Hot Startups in 2026: How to Buy SpaceX, Anthropic, Figure & More
The creator discusses how startups are staying private longer, limiting early access for retail investors. He explores two main ways to gain exposure: through publicly traded companies that invest in startups and through private market platforms like Jacy that tokenize ownership. Several public companies like Alphabet, Amazon, Microsoft, and Nvidia are highlighted for their venture investments in private companies such as SpaceX, Anthropic, and OpenAI.
May 21, 2026
Oscar Health: A Pirate Ship Among Spanish Galleons
The creator discusses Oscar Health, a health insurance company operating in the ACA market, highlighting its unique "pirate ship" strategy compared to larger competitors. The company focuses on personalized, lifestyle-based plans and aims to disrupt the industry by putting the individual consumer first, offering greater choice and potentially lower costs. The discussion touches on the high cost of healthcare in the US and Oscar Health's approach to addressing this through tailored products and a focus on lifetime member value.
May 19, 2026
Zeta Global's Massive AI Growth Plans Just Got a Lot Bigger
Zeta Global (ZETA) has announced two significant updates: a partnership with OpenAI to enhance its advertising platform and the introduction of Athena, an AI co-pilot designed to make its marketing operating system more accessible and outcome-driven for enterprise clients. The creator, who owns ZETA stock, believes these developments position the company for substantial future growth by increasing platform utilization and value extraction.
May 19, 2026
Why Hims & Hers Stock Just Dropped (And What Happens Next) | $HIMS
Hims & Hers is raising $350 million in convertible debt to fund acquisitions and investments, which has caused the stock to drop. The debt has a 0% interest rate and is convertible into stock at $29.53 per share, with a capped call transaction limiting dilution to $50.15 per share. This move indicates an aggressive expansion strategy by management.
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