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$GOOGL · Alphabet will bludgeon AI competition with $200B buildout and hidden asset value
now playing · $GOOGL
$GOOGL···bullish· high· postravis hoyen
Alphabet will bludgeon AI competition with $200B buildout and hidden asset value
Alphabet's $200B AI investment, $56B non-operating income from SpaceX/Anthropic stakes, Google Cloud growth, and Waymo optionality make it a dominant 20-year compounder at a reaso…
$HIMS···bullish· high· postravis hoyen
Hims & Hers building position: 50% telehealth share, GLP-1s drive 50%+ growth to $100B+
As the dominant telehealth demand aggregator with 50% market share, Hims & Hers gains supplier pricing power; GLP-1s at $300/month plus labs and peptides create a multi-year runwa…
$SOFI···bullish· high· postravis hoyen
SoFi's digital bank model deserves premium: 35% member growth, 81% financial services CAGR
Branchless architecture enables 35% member CAGR and 81% financial services revenue CAGR; at 2.1x P/B (vs 4x recent high) and $18/share, SoFi's expanding product attach rate justif…
$UBER···bullish· hightravis hoyen
Travis Hoyen calls Uber a 10x stock driven by autonomy demand aggregation
Uber owns the consumer relationship with 200M monthly users and will aggregate autonomous vehicle supply from multiple providers, enabling 20%+ revenue compounding and a path from…
$SPOT···bullish· hightravis hoyen
Spotify owns your ears: operating leverage inflection makes it AI-era sticky
Spotify's gross margins >30% and operating margins >13% prove cost discipline; as the default audio interface for AI devices, its 100B market cap and 24x forward P/FCF offer durab…