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$UBER···bullish· high· postravis hoium

Hoium sees Uber as 10x stock driven by autonomy tailwind and consumer lock-in

Uber owns the consumer relationship with 200M monthly users, positioning it to aggregate autonomous vehicle supply from multiple providers without bearing the capital cost, while…

$GOOGL···bullish· high· postravis hoium

Hoium calls Alphabet a safe 20-year compounder with hidden AI optionality

Alphabet's $200B AI capex, dominant search/YouTube cash flows, and unmarked venture stakes in SpaceX and Anthropic provide multiple winning paths regardless of AI's ultimate shape.

$HIMS···bullish· high· postravis hoium

Hoium building position in Hims & Hers as telehealth aggregator with GLP-1 tailwind

Hims & Hers holds ~50% telehealth market share, giving it supplier pricing power; accelerating subscriber growth (2.6M to 5M by 2026) plus $300/mo GLP-1 revenue per user creates a…

$SPOT···bullish· high· postravis hoium

Hoium sees Spotify's operating leverage and audio lock-in as durable 20-year moat

Spotify's gross margins now exceed 30% and operating margins 13% after cost discipline; as the default audio interface for AI devices, it owns the 'front door to ears' with sticky…

$SOFI···bullish· high· postravis hoium

Hoium backs SoFi's digital bank model with 35% member CAGR and expanding financial services

SoFi's branchless model enables 35% member CAGR and 81% financial services revenue CAGR; fee-based model and cross-sell drive margin expansion, justifying a premium price-to-book…

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