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UBERUBER
Uber Update & Does Bill Ackman Read Asymmetric Investing?

Uber Update & Does Bill Ackman Read Asymmetric Investing?

If he does, I need to raise my prices.

Travis Hoium
Travis Hoium
GOOGGOOG
What's $75 Billion Among Friends?
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What's $75 Billion Among Friends?

Alphabet's capex is going to be higher than expected in 2025 and that's thrown the market for a loop.

Travis Hoium
Travis Hoium
SPOTSPOT
Spotify Now "Owns Your Ears"

Spotify Now "Owns Your Ears"

Spotify has won the audio business and is now a money making machine.

Travis Hoium
Travis Hoium
Asymmetric PortfolioAsymmetric Portfolio
What I'm Buying Today: February 2025 Asymmetric Portfolio Update
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What I'm Buying Today: February 2025 Asymmetric Portfolio Update

I'm buying 5 stocks today.

Travis Hoium
Travis Hoium
Tariff Tantrum 2025: Into the Unknown

Tariff Tantrum 2025: Into the Unknown

Tariffs are coming and (despite all the newly minted experts) we don't know what happens next.

Travis Hoium
Travis Hoium
UBERUBER
+3+3
Autonomous Driving Fits and Starts

Autonomous Driving Fits and Starts

Progress is the word of the week.

Travis Hoium
Travis Hoium
Artificial IntelligenceArtificial Intelligence
Is the AI Bubble Bursting?

Is the AI Bubble Bursting?

We now know hyperscalers are slowing their spending growth.

Travis Hoium
Travis Hoium
SOFISOFI
SoFi Stock Drops, Why I'm Not Panicking

SoFi Stock Drops, Why I'm Not Panicking

The stock is down, but the business is hitting on all cylinders.

Travis Hoium
Travis Hoium
Artificial IntelligenceArtificial Intelligence
Big Tech's Ticking Time Bomb

Big Tech's Ticking Time Bomb

Tens of billions of dollars are being invested in GPUs, but are costs being realized appropriately?

Travis Hoium
Travis Hoium
SOFISOFI
SoFi Earnings: The Big Question
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SoFi Earnings: The Big Question

Is this a bank or a tech company?

Travis Hoium
Travis Hoium
Big Picture ConceptsBig Picture Concepts
AI's Napster Moment

AI's Napster Moment

DeepSeek may be the Napster of AI.

Travis Hoium
Travis Hoium
Special Situation: I'm Shorting Tesla
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Special Situation: I'm Shorting Tesla

Hear me out.

Travis Hoium
Travis Hoium
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