Still learning personal page - To The Moon

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2025-09-03

$SUNation Energy Inc(SUNE)$

2025-04-14

$WeRide Inc.(WRD)$

06-08 00:07

$SMIC 5xShortUB270831(XNFW.SI)$

06-08 00:06

Great article, would you like to share it?

@Travis Hoium:$GOOG's $85B Raise Is a Warning Shot to AI Competitors

2024-06-06

$GameStop(GME)$ contrarian trade. $GME 20240607 30.0 PUT$

2025-11-11

$MGO Global Inc.(MGOL)$

03-02

$CRWV 20260227 79.0 PUT$

2025-08-25

$CRCL 20250627 220.0 CALL$

2025-04-28

$SMCI 20250425 33.5 PUT$

2024-06-10

$GME 20240614 27.5 PUT$ Going against the tide. 😅

Go to Tiger App to see more news

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it?","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/572726677201144","repostId":"572493923615008","repostType":1,"repost":{"id":572493923615008,"gmtCreate":1780791035076,"gmtModify":1780795405580,"author":{"id":"4159952822702602","authorId":"4159952822702602","name":"Travis Hoium","avatar":"https://community-static.tradeup.com/news/7f6caf1342339cc5b5ecd9bf6ff43d46","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"4159952822702602","idStr":"4159952822702602"},"themes":[],"title":"$GOOG's $85B Raise Is a Warning Shot to AI Competitors","htmlText":"<a href=\"https://ttm.financial/S/GOOG\">$Alphabet(GOOG)$</a> raising $85 billion at peak hype is brilliant. They can now watch competitors scrounge to either dilute with equity or watch rising debt costs eat their business. I wouldn’t want to be a neocloud up against that beast. The Asymmetric Portfolio has been underperforming the market all year because I have no semi/memory/chip exposure outside of $GOOG. Frankly, I'm not buying the bubble. BUT now that we have a big selloff in bubbl-y stocks, I'm up 2% and the market is down 1%. Time will show the slow and steady approach of buying great companies at reasonable prices will win. FOMO has a bad connotation for a reason. On the internet, the power goes to the company people CHOOSE to interact with every day.","listText":"<a href=\"https://ttm.financial/S/GOOG\">$Alphabet(GOOG)$</a> raising $85 billion at peak hype is brilliant. They can now watch competitors scrounge to either dilute with equity or watch rising debt costs eat their business. I wouldn’t want to be a neocloud up against that beast. The Asymmetric Portfolio has been underperforming the market all year because I have no semi/memory/chip exposure outside of $GOOG. Frankly, I'm not buying the bubble. BUT now that we have a big selloff in bubbl-y stocks, I'm up 2% and the market is down 1%. Time will show the slow and steady approach of buying great companies at reasonable prices will win. FOMO has a bad connotation for a reason. On the internet, the power goes to the company people CHOOSE to interact with every day.","text":"$Alphabet(GOOG)$ raising $85 billion at peak hype is brilliant. They can now watch competitors scrounge to either dilute with equity or watch rising debt costs eat their business. I wouldn’t want to be a neocloud up against that beast. The Asymmetric Portfolio has been underperforming the market all year because I have no semi/memory/chip exposure outside of $GOOG. Frankly, I'm not buying the bubble. BUT now that we have a big selloff in bubbl-y stocks, I'm up 2% and the market is down 1%. Time will show the slow and steady approach of buying great companies at reasonable prices will win. FOMO has a bad connotation for a reason. 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5xShortUB270831(XNFW.SI)$","images":[{"img":"https://community-static.tradeup.com/news/b75fffc4eac733ab425121ffe8bbd66f","width":"924","height":"1536"}],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/572727903678528","isVote":1,"tweetType":1,"viewCount":22,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":1,"langContent":"EN","totalScore":0},{"id":572726677201144,"gmtCreate":1780848363907,"gmtModify":1780848366758,"author":{"id":"3575974220586746","authorId":"3575974220586746","name":"Still learning","avatar":"https://community-static.tradeup.com/news/b5ad195b6a805978c9dc37712543a10d","crmLevel":9,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3575974220586746","idStr":"3575974220586746"},"themes":[],"title":"","htmlText":"Great article, would you like to share it?","listText":"Great article, would you like to share it?","text":"Great article, would you like to share it?","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/572726677201144","repostId":"572493923615008","repostType":1,"repost":{"id":572493923615008,"gmtCreate":1780791035076,"gmtModify":1780795405580,"author":{"id":"4159952822702602","authorId":"4159952822702602","name":"Travis Hoium","avatar":"https://community-static.tradeup.com/news/7f6caf1342339cc5b5ecd9bf6ff43d46","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"4159952822702602","idStr":"4159952822702602"},"themes":[],"title":"$GOOG's $85B Raise Is a Warning Shot to AI Competitors","htmlText":"<a href=\"https://ttm.financial/S/GOOG\">$Alphabet(GOOG)$</a> raising $85 billion at peak hype is brilliant. They can now watch competitors scrounge to either dilute with equity or watch rising debt costs eat their business. I wouldn’t want to be a neocloud up against that beast. The Asymmetric Portfolio has been underperforming the market all year because I have no semi/memory/chip exposure outside of $GOOG. Frankly, I'm not buying the bubble. BUT now that we have a big selloff in bubbl-y stocks, I'm up 2% and the market is down 1%. Time will show the slow and steady approach of buying great companies at reasonable prices will win. FOMO has a bad connotation for a reason. On the internet, the power goes to the company people CHOOSE to interact with every day.","listText":"<a href=\"https://ttm.financial/S/GOOG\">$Alphabet(GOOG)$</a> raising $85 billion at peak hype is brilliant. They can now watch competitors scrounge to either dilute with equity or watch rising debt costs eat their business. I wouldn’t want to be a neocloud up against that beast. The Asymmetric Portfolio has been underperforming the market all year because I have no semi/memory/chip exposure outside of $GOOG. Frankly, I'm not buying the bubble. BUT now that we have a big selloff in bubbl-y stocks, I'm up 2% and the market is down 1%. Time will show the slow and steady approach of buying great companies at reasonable prices will win. FOMO has a bad connotation for a reason. On the internet, the power goes to the company people CHOOSE to interact with every day.","text":"$Alphabet(GOOG)$ raising $85 billion at peak hype is brilliant. They can now watch competitors scrounge to either dilute with equity or watch rising debt costs eat their business. I wouldn’t want to be a neocloud up against that beast. The Asymmetric Portfolio has been underperforming the market all year because I have no semi/memory/chip exposure outside of $GOOG. Frankly, I'm not buying the bubble. BUT now that we have a big selloff in bubbl-y stocks, I'm up 2% and the market is down 1%. Time will show the slow and steady approach of buying great companies at reasonable prices will win. FOMO has a bad connotation for a reason. On the internet, the power goes to the company people CHOOSE to interact with every day.","images":[{"img":"https://community-static.tradeup.com/news/be0283b695178d5d32f9e254ddc1d4a1","width":"1080","height":"1350"}],"top":1,"highlighted":1,"essential":1,"paper":2,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/572493923615008","isVote":1,"tweetType":1,"viewCount":0,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":1,"langContent":"EN","totalScore":0},"isVote":1,"tweetType":1,"viewCount":3,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":313611249803304,"gmtCreate":1717603654538,"gmtModify":1717603658154,"author":{"id":"3575974220586746","authorId":"3575974220586746","name":"Still 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PUT$","images":[{"img":"https://community-static.tradeup.com/news/9ba8210f7b4c4995cc63bec17b4e14b1"}],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":3,"commentSize":0,"repostSize":1,"link":"https://ttm.financial/post/313611249803304","isVote":1,"tweetType":1,"viewCount":2048,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":1,"langContent":"EN","totalScore":0},{"id":498775673381568,"gmtCreate":1762796386992,"gmtModify":1762796389454,"author":{"id":"3575974220586746","authorId":"3575974220586746","name":"Still learning","avatar":"https://community-static.tradeup.com/news/b5ad195b6a805978c9dc37712543a10d","crmLevel":9,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3575974220586746","idStr":"3575974220586746"},"themes":[],"title":"","htmlText":"<a href=\"https://ttm.financial/S/MGOL\">$MGO Global Inc.(MGOL)$&nbsp;</a>&nbsp;","listText":"<a href=\"https://ttm.financial/S/MGOL\">$MGO Global Inc.(MGOL)$&nbsp;</a>&nbsp;","text":"$MGO Global 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